Lateef Focused Growth Fund Fundamentals
| LIMIX Fund | USD 7.18 0.06 0.84% |
Lateef Focused Growth fundamentals help investors to digest information that contributes to Lateef Focused's financial success or failures. It also enables traders to predict the movement of Lateef Mutual Fund. The fundamental analysis module provides a way to measure Lateef Focused'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 Lateef Focused mutual fund.
Lateef |
Lateef Focused Growth Mutual Fund Price To Book Analysis
Lateef Focused's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Current Lateef Focused Price To Book | 3.45 X |
Most of Lateef Focused's fundamental indicators, such as Price To Book, 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, Lateef Focused Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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Based on the latest financial disclosure, Lateef Focused Growth has a Price To Book of 3.45 times. This is much higher than that of the Lateef family and significantly higher than that of the Large Growth category. The price to book for all United States funds is notably lower than that of the firm.
Lateef Focused Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lateef Focused's current stock value. Our valuation model uses many indicators to compare Lateef Focused value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lateef Focused competition to find correlations between indicators driving Lateef Focused's intrinsic value. More Info.Lateef Focused Growth is number one fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Lateef Focused Growth is roughly 6.95 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Lateef Focused by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Lateef Focused'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 Lateef Focused's earnings, one of the primary drivers of an investment's value.Lateef Price To Book Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Lateef Focused's direct or indirect competition against its Price To Book to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Lateef Focused could also be used in its relative valuation, which is a method of valuing Lateef Focused by comparing valuation metrics of similar companies.Lateef Focused is currently under evaluation in price to book among similar funds.
Fund Asset Allocation for Lateef Focused
The fund consists of 97.9% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Lateef Focused'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.
Lateef Fundamentals
| Price To Earning | 23.98 X | |||
| Price To Book | 3.45 X | |||
| Price To Sales | 2.75 X | |||
| Total Asset | 23.49 M | |||
| Year To Date Return | 6.84 % | |||
| One Year Return | 30.97 % | |||
| Three Year Return | (2.07) % | |||
| Five Year Return | 9.37 % | |||
| Ten Year Return | 11.98 % | |||
| Net Asset | 43.27 M | |||
| Minimum Initial Investment | 100 K | |||
| Cash Position Weight | 2.10 % | |||
| Equity Positions Weight | 97.90 % |
About Lateef Focused Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Lateef Focused Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lateef Focused using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lateef Focused Growth 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 in the common stocks of approximately 15 to 25 mid- and large-cap companies with market capitalizations greater than 2 billion that have, in the Advisers opinion, a competitive advantage. The Sub-Adviser uses an intensive fundamental due diligence research process to attempt to identify companies with owner-oriented management teams that, in the view of the Sub-Adviser, generate consistently high returns on capital. It is non-diversified.
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Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lateef Focused Growth. 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 gross domestic product. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.