1919 Socially Financials

SSIAX Fund  USD 29.35  0.16  0.55%   
Financial data analysis helps to double-check if markets are at this moment mispricing 1919 Socially Responsive. We were able to analyze seventeen available financial indicators for 1919 Socially, which can be compared to its peers in the sector. Use 1919 Socially Responsive annual yield, as well as the relationship between the ten year return and bond positions weight to make sure your decision on pricing 1919 Socially Responsive is adequate. The fund experiences a moderate upward volatility. Check odds of 1919 Socially to be traded at $32.29 in 90 days.
With this module, you can analyze 1919 financials for your investing period. You should be able to track the changes in 1919 Socially individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  
Understanding current and past 1919 Socially Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of 1919 Socially's financial statements are interrelated, with each one affecting the others. For example, an increase in 1919 Socially's assets may result in an increase in income on the income statement.
Evaluating 1919 Socially's financials involves analyzing a range of financial metrics and ratios to gain insights into the company's financial health and performance. However, considering all of 1919 Socially's profitability, liquidity ratios, and efficiency indicators at the same time could be an enormous task, and our Financial Distress score can provide you with a snapshot of the 1919 Socially's relative financial performance

Chance Of Distress

Less than 34

 
100  
 
Zero
Below Average
1919 Socially Responsive has less than 34 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for 1919 Socially mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity.
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The data published in 1919 Socially's official financial statements usually reflect 1919 Socially's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of 1919 Socially Responsive. For example, before you start analyzing numbers published by 1919 accountants, it's critical to develop an understanding of what 1919 Socially's liquidity, profitability, and earnings quality are in the context of the 1919 Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of 1919 Socially, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

1919 Socially Company Summary

1919 Socially competes with Dupont De, SCOR PK, Franklin Strategic, Barloworld, and Pinnacle Sherman. The fund invests in a mix of common stocks and other equity securities of U.S. companies of any market capitalization and fixed income securities which are primarily investment grade and may be of any maturity. Normally, it will maintain at least 65 percent of the value of its assets in equity securities and at least 25 percent of the value of its assets in fixed income securities. Fixed income securities include asset- and mortgage-backed securities.
Specialization
Allocation--50% to 70% Equity, Large Growth
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS89832P8207
Business AddressTrust for Advised
Mutual Fund Family1919 Funds
Mutual Fund CategoryAllocation--50% to 70% Equity
BenchmarkNYSE Composite
Phone844 828 1919
CurrencyUSD - US Dollar
You should never invest in 1919 Socially without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of 1919 Mutual Fund, because this is throwing your money away. Analyzing the key information contained in 1919 Socially's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

1919 Socially Key Financial Ratios

Generally speaking, 1919 Socially's financial ratios allow both analysts and investors to convert raw data from 1919 Socially's financial statements into concise, actionable information that can be used to evaluate the performance of 1919 Socially over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that 1919 Socially Responsive reports annually and quarterly.

1919 Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining 1919 Socially's current stock value. Our valuation model uses many indicators to compare 1919 Socially value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across 1919 Socially competition to find correlations between indicators driving 1919 Socially's intrinsic value. More Info.
1919 Socially Responsive is rated top fund in bond positions weight among similar funds. It is rated top fund in price to earning among similar funds reporting about  12.55  of Price To Earning per Bond Positions Weight. . Comparative valuation analysis is a catch-all model that can be used if you cannot value 1919 Socially by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for 1919 Socially'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 1919 Socially's earnings, one of the primary drivers of an investment's value.

1919 Socially Responsive Systematic Risk

1919 Socially's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. 1919 Socially volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on 1919 Socially Responsive correlated with the market. If Beta is less than 0 1919 Socially generally moves in the opposite direction as compared to the market. If 1919 Socially Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one 1919 Socially Responsive is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of 1919 Socially is generally in the same direction as the market. If Beta > 1 1919 Socially moves generally in the same direction as, but more than the movement of the benchmark.

About 1919 Socially Financials

What exactly are 1919 Socially Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include 1919 Socially's income statement, its balance sheet, and the statement of cash flows. Potential 1919 Socially investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although 1919 Socially investors may use each financial statement separately, they are all related. The changes in 1919 Socially's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on 1919 Socially's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.

Steps to analyze 1919 Socially Financials for Investing

There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as 1919 Socially is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of 1919 has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
In summary, you can determine if 1919 Socially's financials are consistent with your investment objective using the following steps:
  • Review 1919 Socially's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
  • Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
  • Study the cash flow inflows and outflows to understand 1919 Socially's liquidity and solvency.
  • Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
  • Compare 1919 Socially's financials to those of its peers to see how it stacks up and identify any potential red flags.
  • Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if 1919 Socially's stock is overvalued or undervalued.
Remember, these are just guidelines and should not be the only basis for investment decisions. It is always important to analyze the leading stock market indicators., conduct additional research and seek professional advice if needed. 1919 Socially Responsive is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 147.38 Billion. 1919 Socially adds roughly 716.17 Million in net asset claiming only tiny portion of funds in Allocation--50% to 70% Equity category.

1919 Socially March 28, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of 1919 Socially help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of 1919 Socially Responsive. We use our internally-developed statistical techniques to arrive at the intrinsic value of 1919 Socially Responsive based on widely used predictive technical indicators. In general, we focus on analyzing 1919 Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build 1919 Socially's daily price indicators and compare them against related drivers.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in 1919 Socially Responsive. 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 1919 Socially Responsive information on this page should be used as a complementary analysis to other 1919 Socially'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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Complementary Tools for 1919 Mutual Fund analysis

When running 1919 Socially's price analysis, check to measure 1919 Socially'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 1919 Socially is operating at the current time. Most of 1919 Socially's value examination focuses on studying past and present price action to predict the probability of 1919 Socially's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move 1919 Socially's price. Additionally, you may evaluate how the addition of 1919 Socially to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between 1919 Socially's value and its price as these two are different measures arrived at by different means. Investors typically determine if 1919 Socially is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, 1919 Socially'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.