Roumell Opportunistic Value Fund Quote

RAMSX Fund  USD 4.97  0.03  0.61%   

Performance

7 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 39

 
100  
 
Zero
Below Average
Roumell Opportunistic is trading at 4.97 as of the 28th of March 2024; that is 0.61 percent up since the beginning of the trading day. The fund's open price was 4.94. Roumell Opportunistic has about a 39 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Roumell Opportunistic Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of August 2023 and ending today, the 28th of March 2024. Click here to learn more.
The funds portfolio will primarily consist of domestic and foreign equity securities domestic and foreign fixed income securities consisting of government and corporate debt securities, junk bonds, municipal securities, and REITs and interest-bearing instruments consisting of treasury bills, other U.S. More on Roumell Opportunistic Value

Moving together with Roumell Mutual Fund

  0.85USG USCF Gold Strategy Symbol ChangePairCorr
  0.67NAVFX The Sector RotationPairCorr
  0.88VSIIX Vanguard Small-cap ValuePairCorr
  0.88VISVX Vanguard Small-cap ValuePairCorr
  0.75DFSVX Us Small CapPairCorr
  0.76DFFVX Us Targeted ValuePairCorr

Roumell 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. Roumell Opportunistic's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Roumell Opportunistic or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationNottingham Funds, Large Funds, Small Value Funds, Small Value, Nottingham (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of January 2023
Fiscal Year EndAugust
Roumell Opportunistic Value [RAMSX] is traded in USA and was established 28th of March 2024. Roumell Opportunistic is listed under Nottingham category by Fama And French industry classification. The fund is listed under Small Value category and is part of Nottingham family. This fund at this time has accumulated 91.94 M in assets with minimum initial investment of 2.5 K. Roumell Opportunistic is currently producing year-to-date (YTD) return of 4.48% with the current yeild of 0.02%, while the total return for the last 3 years was -11.39%.
Check Roumell Opportunistic 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 Roumell 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 Roumell 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 Roumell Opportunistic Value 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 Roumell Opportunistic Value Mutual Fund Constituents

PRTKParatek PharmaceuticalsStockHealth Care
SDSandRidge EnergyStockEnergy
SEACSeaChange InternationalStockInformation Technology
ATENA10 NetworkStockInformation Technology
TTITetra TechnologiesStockEnergy
STRMStreamline Health SolutionsStockHealth Care
SCORComscoreStockCommunication Services
More Details

Roumell Opportunistic Target Price Odds Analysis

Based on a normal probability distribution, the odds of Roumell Opportunistic jumping above the current price in 90 days from now is about 1.22%. The Roumell Opportunistic Value probability density function shows the probability of Roumell Opportunistic mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Roumell Opportunistic Value has a beta of -0.158 indicating as returns on benchmark increase, returns on holding Roumell Opportunistic are expected to decrease at a much lower rate. During the bear market, however, Roumell Opportunistic Value is likely to outperform the market. Additionally, roumell Opportunistic Value has an alpha of 0.0647, implying that it can generate a 0.0647 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 4.97HorizonTargetOdds Above 4.97
98.74%90 days
 4.97 
1.22%
Based on a normal probability distribution, the odds of Roumell Opportunistic to move above the current price in 90 days from now is about 1.22 (This Roumell Opportunistic Value probability density function shows the probability of Roumell Mutual Fund to fall within a particular range of prices over 90 days) .

Roumell Opportunistic Risk Profiles

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

Roumell Opportunistic Against Markets

Picking the right benchmark for Roumell Opportunistic 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 Roumell Opportunistic 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 Roumell Opportunistic is critical whether you are bullish or bearish towards Roumell Opportunistic Value at a given time. Please also check how Roumell Opportunistic'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 Roumell Opportunistic 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.

Did you try this?

Run Top Crypto Exchanges Now

   

Top Crypto Exchanges

Search and analyze digital assets across top global cryptocurrency exchanges
All  Next Launch Module

How to buy Roumell Mutual Fund?

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

The danger of trading Roumell Opportunistic Value 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 Roumell Opportunistic 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 Roumell Opportunistic. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Roumell Opportunistic 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 Your Equity Center to better understand how to build diversified portfolios, which includes a position in Roumell Opportunistic Value. 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 state.
You can also try the AI Investment Finder module to use AI to screen and filter profitable investment opportunities.

Complementary Tools for Roumell Mutual Fund analysis

When running Roumell Opportunistic's price analysis, check to measure Roumell Opportunistic'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 Roumell Opportunistic is operating at the current time. Most of Roumell Opportunistic's value examination focuses on studying past and present price action to predict the probability of Roumell Opportunistic's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Roumell Opportunistic's price. Additionally, you may evaluate how the addition of Roumell Opportunistic to your portfolios can decrease your overall portfolio volatility.
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Please note, there is a significant difference between Roumell Opportunistic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Roumell Opportunistic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Roumell Opportunistic'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.