Aama Equity Fund Quote

AMFEX Fund  USD 17.89  0.08  0.45%   

Performance

12 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 37

 
100  
 
Zero
Below Average
Aama Equity is trading at 17.89 as of the 19th of March 2024; that is 0.45 percent increase since the beginning of the trading day. The fund's open price was 17.81. Aama Equity has about a 37 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Aama Equity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of November 2022 and ending today, the 19th of March 2024. Click here to learn more.
The fund, under normal market circumstances, will invest at least 80 percent of its net assets in equity securities of any size capitalization. It invests primarily in common stocks and ETFs, but may also invest in other types of equity securities including, preferred stock, investments in foreign equity securities through U.S. More on Aama Equity Fund

Moving together with Aama Mutual Fund

  0.83STFGX State Farm GrowthPairCorr
  1.0VTSAX Vanguard Total StockPairCorr
  1.0VFIAX Vanguard 500 IndexPairCorr
  1.0VTSMX Vanguard Total StockPairCorr
  1.0VITSX Vanguard Total StockPairCorr

Aama 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. Aama Equity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Aama Equity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationAAMA Funds, Large Blend Funds, Large Blend, AAMA, Large Blend, Large Blend (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date28th of October 2022
Fiscal Year EndJune
Aama Equity Fund [AMFEX] is traded in USA and was established 19th of March 2024. Aama Equity is listed under AAMA category by Fama And French industry classification. The fund is listed under Large Blend category and is part of AAMA family. This fund presently has accumulated 395.1 M in assets under management (AUM) with minimum initial investment of 10 K. Aama Equity Fund is currently producing year-to-date (YTD) return of 5.95% with the current yeild of 0.01%, while the total return for the last 3 years was 7.75%.
Check Aama Equity 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 Aama 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 Aama 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 Aama Equity Fund 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 Aama Equity Fund Mutual Fund Constituents

VBVanguard Small Cap IndexEtfSmall Blend
VOVanguard Mid Cap IndexEtfMid-Cap Blend
QQQInvesco QQQ TrustEtfLarge Growth
MSFTMicrosoftStockInformation Technology
VZVerizon CommunicationsStockCommunication Services
VUGVanguard Growth IndexEtfLarge Growth
VOOVanguard SP 500EtfLarge Blend
More Details

Aama Equity Target Price Odds Analysis

Based on a normal probability distribution, the odds of Aama Equity jumping above the current price in 90 days from now is about 5.48%. The Aama Equity Fund probability density function shows the probability of Aama Equity mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Aama Equity has a beta of 0.8071. This suggests as returns on the market go up, Aama Equity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Aama Equity Fund will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0156, implying that it can generate a 0.0156 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 17.89HorizonTargetOdds Above 17.89
94.40%90 days
 17.89 
5.48%
Based on a normal probability distribution, the odds of Aama Equity to move above the current price in 90 days from now is about 5.48 (This Aama Equity Fund probability density function shows the probability of Aama Mutual Fund to fall within a particular range of prices over 90 days) .

Aama Equity Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Aama Equity market risk premium is the additional return an investor will receive from holding Aama Equity 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 Aama Equity. 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 Aama Equity's alpha and beta are two of the key measurements used to evaluate Aama Equity's performance over the market, the standard measures of volatility play an important role as well.

Aama Equity Against Markets

Picking the right benchmark for Aama Equity 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 Aama Equity 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 Aama Equity is critical whether you are bullish or bearish towards Aama Equity Fund at a given time. Please also check how Aama Equity'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 Aama Equity 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 Aama Mutual Fund?

Before investing in Aama Equity, 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 Aama Equity. To buy Aama Equity fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Aama Equity. 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 Aama Equity fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Aama Equity Fund 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 Aama Equity Fund 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 Aama Equity Fund, 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 Aama Equity Fund?

The danger of trading Aama Equity Fund 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 Aama Equity 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 Aama Equity. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Aama Equity Fund 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 Trending Equities to better understand how to build diversified portfolios, which includes a position in Aama Equity Fund. 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 income.
Note that the Aama Equity Fund information on this page should be used as a complementary analysis to other Aama Equity'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 Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

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When running Aama Equity's price analysis, check to measure Aama Equity'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 Aama Equity is operating at the current time. Most of Aama Equity's value examination focuses on studying past and present price action to predict the probability of Aama Equity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Aama Equity's price. Additionally, you may evaluate how the addition of Aama Equity to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Aama Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Aama Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Aama Equity'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.