Entrepreneur Us All Fund Quote

IMPAX Fund  USD 6.73  0.12  1.82%   

Performance

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Odds Of Distress

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Entrepreneur is trading at 6.73 as of the 28th of March 2024; that is 1.82% increase since the beginning of the trading day. The fund's open price was 6.61. Entrepreneur has about a 43 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Entrepreneur Us All are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of June 2022 and ending today, the 28th of March 2024. Click here to learn more.
The fund seeks investment results that exceed the performance, before fees and expenses, of the Russell 2000 Index. It will invest at least 80 percent of its assets in equity securities of small capitalization companies domiciled or headquartered within the United States, or whose primary business activities or principal trading markets are located within the United States . More on Entrepreneur Us All

Moving together with Entrepreneur Mutual Fund

  0.64VSGAX Vanguard Small-cap GrowthPairCorr
  0.74VSGIX Vanguard Small-cap GrowthPairCorr
  0.64VISGX Vanguard Small-cap GrowthPairCorr

Entrepreneur Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Entrepreneur's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Entrepreneur or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationEntrepreneurShares Funds, Large Funds, Small Growth Funds, Small Growth, EntrepreneurShares (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date28th of October 2022
Fiscal Year EndJune
Entrepreneur Us All [IMPAX] is traded in USA and was established 28th of March 2024. Entrepreneur is listed under EntrepreneurShares category by Fama And French industry classification. The fund is listed under Small Growth category and is part of EntrepreneurShares family. This fund currently has accumulated 94.08 M in assets under management (AUM) with minimum initial investment of 2.5 K. Entrepreneur Us All is currently producing year-to-date (YTD) return of 1.33%, while the total return for the last 3 years was -8.88%.
Check Entrepreneur Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Entrepreneur Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Entrepreneur Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Entrepreneur Us All Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Entrepreneur Us All Mutual Fund Constituents

ARWRArrowhead PharmaceuticalsStockHealth Care
LOBLive Oak BancsharesStockFinancials
MMSIMerit Medical SystemsStockHealth Care
SUPNSupernus PharmaceuticalsStockHealth Care
AMRCAmerescoStockIndustrials
VCYTVeracyteStockHealth Care
MASIMasimoStockHealth Care
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Entrepreneur Target Price Odds Analysis

Based on a normal probability distribution, the odds of Entrepreneur jumping above the current price in 90 days from now is about 20.91%. The Entrepreneur Us All probability density function shows the probability of Entrepreneur mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Entrepreneur Us All has a beta of -0.2628. This usually indicates as returns on benchmark increase, returns on holding Entrepreneur are expected to decrease at a much lower rate. During the bear market, however, Entrepreneur Us All is likely to outperform the market. Additionally, entrepreneur Us All has an alpha of 0.0392, implying that it can generate a 0.0392 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 6.73HorizonTargetOdds Above 6.73
78.83%90 days
 6.73 
20.91%
Based on a normal probability distribution, the odds of Entrepreneur to move above the current price in 90 days from now is about 20.91 (This Entrepreneur Us All probability density function shows the probability of Entrepreneur Mutual Fund to fall within a particular range of prices over 90 days) .

Entrepreneur Us All Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Entrepreneur market risk premium is the additional return an investor will receive from holding Entrepreneur long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Entrepreneur. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Entrepreneur's alpha and beta are two of the key measurements used to evaluate Entrepreneur's performance over the market, the standard measures of volatility play an important role as well.

Entrepreneur Against Markets

Picking the right benchmark for Entrepreneur mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Entrepreneur mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Entrepreneur is critical whether you are bullish or bearish towards Entrepreneur Us All at a given time. Please also check how Entrepreneur's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Entrepreneur without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Entrepreneur Mutual Fund?

Before investing in Entrepreneur, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Entrepreneur. To buy Entrepreneur fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Entrepreneur. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Entrepreneur fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Entrepreneur Us All fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Entrepreneur Us All fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Entrepreneur Us All, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Entrepreneur Us All?

The danger of trading Entrepreneur Us All is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Entrepreneur is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Entrepreneur. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Entrepreneur Us All is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Entrepreneur Us All. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the Entrepreneur Us All information on this page should be used as a complementary analysis to other Entrepreneur's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.

Complementary Tools for Entrepreneur Mutual Fund analysis

When running Entrepreneur's price analysis, check to measure Entrepreneur's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Entrepreneur is operating at the current time. Most of Entrepreneur's value examination focuses on studying past and present price action to predict the probability of Entrepreneur's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Entrepreneur's price. Additionally, you may evaluate how the addition of Entrepreneur to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Entrepreneur's value and its price as these two are different measures arrived at by different means. Investors typically determine if Entrepreneur is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Entrepreneur's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.