Disciplined Growth Financials
| ADRRX Fund | USD 23.62 0.43 1.79% |
Disciplined |
Please note that past performance is not an indicator of the future performance of Disciplined Growth, 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.
Disciplined Growth Fund Summary
Disciplined Growth competes with American Funds, American Funds, Growth Fund, and Growth Fund. In selecting stocks for the fund, the portfolio managers initially identify an eligible universe of growth stocks then use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. companies from most attractive to least attractive based on an objective set of measures. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | AMERICAN CENTURY QUANTITATIVE |
| Mutual Fund Family | American Century Investments |
| Mutual Fund Category | Large Growth |
| Benchmark | NYSE Composite |
| Phone | 800 345 2021 |
| Currency | USD - US Dollar |
Disciplined Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Disciplined Growth's current stock value. Our valuation model uses many indicators to compare Disciplined Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Disciplined Growth competition to find correlations between indicators driving Disciplined Growth's intrinsic value. More Info.Disciplined Growth Fund is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.24 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Disciplined Growth Fund is roughly 4.15 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Disciplined Growth by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Disciplined Growth'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 Disciplined Growth's earnings, one of the primary drivers of an investment's value.Disciplined Growth Systematic Risk
Disciplined Growth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Disciplined Growth 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.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Disciplined Growth correlated with the market. If Beta is less than 0 Disciplined Growth generally moves in the opposite direction as compared to the market. If Disciplined Growth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Disciplined Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Disciplined Growth is generally in the same direction as the market. If Beta > 1 Disciplined Growth moves generally in the same direction as, but more than the movement of the benchmark.
Disciplined Growth April 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Disciplined Growth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Disciplined Growth Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Disciplined Growth Fund based on widely used predictive technical indicators. In general, we focus on analyzing Disciplined Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Disciplined Growth's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.972 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 5.01 | |||
| Value At Risk | (1.74) | |||
| Potential Upside | 1.66 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Disciplined Growth 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 metropolitan statistical area. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.