1919 Financial Services Fund Fundamentals

LMRIX Fund  USD 27.51  0.17  0.62%   
1919 Financial Services fundamentals help investors to digest information that contributes to 1919 Financial's financial success or failures. It also enables traders to predict the movement of 1919 Mutual Fund. The fundamental analysis module provides a way to measure 1919 Financial'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 1919 Financial mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

1919 Year To Date Return Analysis

1919 Financial'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.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current 1919 Financial Year To Date Return

    
  3.63 %  
Most of 1919 Financial'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, 1919 Financial Services 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.
Competition

1919 Financial Year To Date Return Component Assessment

Based on the company's disclosures, 1919 Financial Services has a Year To Date Return of 3.6279%. This is much higher than that of the 1919 Funds family and significantly higher than that of the Financial category. The year to date return for all United States funds is notably lower than that of the firm.

1919 Financial Services Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining 1919 Financial's current stock value. Our valuation model uses many indicators to compare 1919 Financial value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across 1919 Financial competition to find correlations between indicators driving 1919 Financial's intrinsic value. More Info.
1919 Financial Services is number one fund in annual yield among similar funds. It is number one fund in price to earning among similar funds reporting about  1,167  of Price To Earning per Annual Yield. . Comparative valuation analysis is a catch-all model that can be used if you cannot value 1919 Financial by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for 1919 Financial'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 Financial's earnings, one of the primary drivers of an investment's value.

1919 Ten Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses 1919 Financial's direct or indirect competition against its Ten Year 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 1919 Financial could also be used in its relative valuation, which is a method of valuing 1919 Financial by comparing valuation metrics of similar companies.
1919 Financial is currently under evaluation in ten year return among similar funds.

Fund Asset Allocation for 1919 Financial

The fund consists of 97.11% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides 1919 Financial'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.

1919 Fundamentals

About 1919 Financial Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze 1919 Financial Services's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of 1919 Financial using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of 1919 Financial Services 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 at least 80 percent of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or junk bonds. It may invest in shares of open-end funds or ETFs.
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 1919 Financial 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, 1919 Financial's short interest history, or implied volatility extrapolated from 1919 Financial options trading.

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
Check out 1919 Financial Piotroski F Score and 1919 Financial Altman Z Score analysis.
You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.

Complementary Tools for 1919 Mutual Fund analysis

When running 1919 Financial's price analysis, check to measure 1919 Financial'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 Financial is operating at the current time. Most of 1919 Financial's value examination focuses on studying past and present price action to predict the probability of 1919 Financial'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 Financial's price. Additionally, you may evaluate how the addition of 1919 Financial to your portfolios can decrease your overall portfolio volatility.
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
ETFs
Find actively traded Exchange Traded Funds (ETF) from around the world
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Please note, there is a significant difference between 1919 Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if 1919 Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, 1919 Financial'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.