This list of potential positions covers Funds investing in financial sector. Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using
tools to further calibrate your research.
UBS AG London [BDCZ] is traded in USA and was established 2015-10-09. The fund is listed under
Financial category and is part of
UBS Group AG family. UBS AG London currently have 57.8
M in assets under management (AUM). , while the total return for the last 3 years was 10.1%. At this time, the entity appears to be
undervalued.
UBS AG London has a current
Real Value of $21.55 per share. The regular price of the entity is $19.68. Our model measures the value of
UBS AG London from examining the entity
fundamentals such as Number Of Employees of 395,
net asset of 57.8
M, and Beta of 0.78 as well as evaluating its
technical indicators and
probability of bankruptcy. In general, most investors recommend acquiring undervalued stocks and dropping overvalued stocks since, at some point future time, asset prices and their ongoing
real values will draw towards each other.
Banking Fund Class [RYBKX] is traded in USA and was established 11th of May 2024. Banking Fund is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Financial category and is part of
Rydex Funds family. This fund at this time has accumulated 10.89
M in
assets with minimum initial investment of 2.5
K. Banking Fund Class is currently producing year-to-date (YTD) return of 2.12% with the current yeild of 0.02%, while the total return for the last 3 years was -3.51%.
Financial Services Fund [RYFCX] is traded in USA and was established 11th of May 2024. Financial Services is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Financial category and is part of
Rydex Funds family. This fund at this time has accumulated 6.67
M in
assets with no minimum investment requirementsFinancial Services is currently producing year-to-date (YTD) return of 4.16%, while the total return for the last 3 years was 1.67%. At this time, the entity appears to be
fairly valued.
Financial Services shows a prevailing
Real Value of $60.33 per share. The current price of the fund is $60.55. We determine the value of
Financial Services from reviewing fund
fundamentals and
technical indicators as well as its
Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing
real values will submerge.
Prudential Financial Services [PFSAX] is traded in USA and was established 11th of May 2024. Prudential Financial is listed under PGIM Investments category by Fama And French industry classification. The fund is listed under Financial category and is part of
PGIM Investments family. This fund at this time has accumulated 117.85
M in
assets with no minimum investment requirementsPrudential Financial is currently producing year-to-date (YTD) return of 9.13% with the current yeild of 0.01%, while the total return for the last 3 years was 4.24%. At this time, the fund appears to be
fairly valued.
Prudential Financial holds a recent
Real Value of $20.59 per share. The prevailing price of the fund is $20.76. We determine the value of
Prudential Financial from analyzing fund
fundamentals and
technical indicators as well as its
Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing
real values will merge together.
Story appears to be empty
UBS AG London (BDCZ)
UBS AG London [BDCZ] is traded in USA and was established 2015-10-09. The fund is listed under
Financial category and is part of
UBS Group AG family. UBS AG London currently have 57.8
M in assets under management (AUM). , while the total return for the last 3 years was 10.1%. At this time, the entity appears to be
undervalued.
UBS AG London has a current
Real Value of $21.55 per share. The regular price of the entity is $19.68. Our model measures the value of
UBS AG London from examining the entity
fundamentals such as Number Of Employees of 395,
net asset of 57.8
M, and Beta of 0.78 as well as evaluating its
technical indicators and
probability of bankruptcy. In general, most investors recommend acquiring undervalued stocks and dropping overvalued stocks since, at some point future time, asset prices and their ongoing
real values will draw towards each other.
Banking Fund Class (RYBKX)
Banking Fund Class [RYBKX] is traded in USA and was established 11th of May 2024. Banking Fund is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Financial category and is part of
Rydex Funds family. This fund at this time has accumulated 10.89
M in
assets with minimum initial investment of 2.5
K. Banking Fund Class is currently producing year-to-date (YTD) return of 2.12% with the current yeild of 0.02%, while the total return for the last 3 years was -3.51%.
Financial Services Fund (RYFCX)
Financial Services Fund [RYFCX] is traded in USA and was established 11th of May 2024. Financial Services is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Financial category and is part of
Rydex Funds family. This fund at this time has accumulated 6.67
M in
assets with no minimum investment requirementsFinancial Services is currently producing year-to-date (YTD) return of 4.16%, while the total return for the last 3 years was 1.67%. At this time, the entity appears to be
fairly valued.
Financial Services shows a prevailing
Real Value of $60.33 per share. The current price of the fund is $60.55. We determine the value of
Financial Services from reviewing fund
fundamentals and
technical indicators as well as its
Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing
real values will submerge.
RWW (RWW)
RWW [RWW] is traded in USA and was established 2008-11-10. The fund is classified under
Financial category within
Invesco family. RWW at this time have 36.05
M in assets. , while the total return for the last 3 years was 9.26%.
JHMF (JHMF)
JHMF [JHMF] is traded in USA and was established 2015-09-28. The fund is listed under
Financial category and is part of
John Hancock family. JHMF currently have 16.9
M in assets under management (AUM). , while the total return for the last 3 years was 5.84%.
Davis Select Financial (DFNL)
Davis Select Financial [DFNL] is traded in USA and was established 2017-01-11. The fund is listed under
Financial category and is part of
Davis ETFs family. Davis Select Financial currently have 173.28
M in assets under management (AUM). , while the total return for the last 3 years was 5.3%.
Prudential Financial Services (PFSAX)
Prudential Financial Services [PFSAX] is traded in USA and was established 11th of May 2024. Prudential Financial is listed under PGIM Investments category by Fama And French industry classification. The fund is listed under Financial category and is part of
PGIM Investments family. This fund at this time has accumulated 117.85
M in
assets with no minimum investment requirementsPrudential Financial is currently producing year-to-date (YTD) return of 9.13% with the current yeild of 0.01%, while the total return for the last 3 years was 4.24%. At this time, the fund appears to be
fairly valued.
Prudential Financial holds a recent
Real Value of $20.59 per share. The prevailing price of the fund is $20.76. We determine the value of
Prudential Financial from analyzing fund
fundamentals and
technical indicators as well as its
Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing
real values will merge together.
Brokerage And Investment (FSLBX)
Brokerage And Investment [FSLBX] is traded in USA and was established 11th of May 2024. Brokerage And is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Financial category and is part of
Fidelity Investments family. This fund currently has accumulated 699.24
M in
assets under management (AUM) with no minimum investment requirementsBrokerage And Investment is currently producing year-to-date (YTD) return of 4.87% with the current yeild of 0.01%, while the total return for the last 3 years was 9.13%.
Current Money Funds Recommendations
Ellen Johnson is a Member of Macroaxis Editorial Board. Ellen covers public companies in North America, focusing primarily on valuation and volatility. Six years of experience in predictive investment analytics and risk management.
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