Taylor Frigon Core Fund Fundamentals
| TFCGX Fund | USD 16.80 0.24 1.41% |
Taylor Frigon Core fundamentals help investors to digest information that contributes to Taylor Frigon's financial success or failures. It also enables traders to predict the movement of Taylor Mutual Fund. The fundamental analysis module provides a way to measure Taylor Frigon's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Taylor Frigon mutual fund.
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Taylor Frigon Core Mutual Fund Year To Date Return Analysis
Taylor Frigon's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Taylor Frigon Year To Date Return | 3.16 % |
Most of Taylor Frigon's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Taylor Frigon Core is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Taylor Frigon Core has a Year To Date Return of 3.1611%. This is much higher than that of the Taylor Frigon Capital Management family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Taylor Frigon Core Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Taylor Frigon's current stock value. Our valuation model uses many indicators to compare Taylor Frigon value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Taylor Frigon competition to find correlations between indicators driving Taylor Frigon's intrinsic value. More Info.Taylor Frigon Core is rated top fund in year to date return among similar funds. It is rated top fund in one year return among similar funds reporting about 7.98 of One Year Return per Year To Date Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Taylor Frigon by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Taylor Frigon's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Taylor Frigon's earnings, one of the primary drivers of an investment's value.Taylor Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Taylor Frigon's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Taylor Frigon could also be used in its relative valuation, which is a method of valuing Taylor Frigon by comparing valuation metrics of similar companies.Taylor Frigon is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Taylor Frigon
The fund consists of 93.26% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Taylor Frigon's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Taylor Fundamentals
| Total Asset | 58.14 M | ||||
| Year To Date Return | 3.16 % | ||||
| One Year Return | 25.24 % | ||||
| Three Year Return | (14.86) % | ||||
| Five Year Return | 5.75 % | ||||
| Net Asset | 13.04 M | ||||
| Minimum Initial Investment | 5 K | ||||
| Cash Position Weight | 6.74 % | ||||
| Equity Positions Weight | 93.26 % |
About Taylor Frigon Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Taylor Frigon Core's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Taylor Frigon using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Taylor Frigon Core based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund normally invests primarily in common stocks of companies of all sizes, including small and micro-capitalization companies that Taylor Frigon Capital Management LLC , the funds investment adviser, believes have excellent growth prospects. It may invest in foreign securities, including American Depositary Receipts . The fund may invest a large percentage of its assets in a few sectors, including but not limited to information technology, industrials, health care, consumer discretionary, and financials.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Taylor Frigon in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Taylor Frigon's short interest history, or implied volatility extrapolated from Taylor Frigon options trading.
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Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Taylor Frigon Core. 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 price. Note that the Taylor Frigon Core information on this page should be used as a complementary analysis to other Taylor Frigon'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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..