Bullfinch Western Ny [BWNYX] is traded in USA and was established 28th of March 2024. Bullfinch Western is listed under Bullfinch category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of
Bullfinch family. This fund currently has accumulated 727.64
K in
assets under management (AUM) with minimum initial investment of 2.5
K. Bullfinch Western is currently producing year-to-date (YTD) return of 4.91% with the current yeild of 0.01%, while the total return for the last 3 years was 3.35%.
Mid Capitalization Portfolio [SMIPX] is traded in USA and was established 28th of March 2024. Mid Capitalization is listed under Saratoga category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of
Saratoga family. This fund at this time has accumulated 10.89
M in
assets with minimum initial investment of 250. Mid Capitalization is currently producing year-to-date (YTD) return of 9.89%, while the total return for the last 3 years was 6.97%.
Mid Capitalization Portfolio [SPMAX] is traded in USA and was established 28th of March 2024. Mid Capitalization is listed under Saratoga category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of
Saratoga family. This fund at this time has accumulated 10.89
M in
assets with no minimum investment requirementsMid Capitalization is currently producing year-to-date (YTD) return of 10.03%, while the total return for the last 3 years was 6.93%. At this time, the fund appears to be
overvalued.
Mid Capitalization secures a last-minute
Real Value of $11.25 per share. The latest price of the fund is $12.54. We determine the value of
Mid Capitalization from analyzing fund
fundamentals and
technical indicators as well as its
Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing
real values will merge together.
Leuthold Select Industries [LSLTX] is traded in USA and was established 28th of March 2024. Leuthold Select is listed under Leuthold category by Fama And French industry classification. The fund is listed under Large Blend category and is part of
Leuthold family. This fund now has accumulated 13.56
M in
assets with minimum initial investment of 10
K. Leuthold Select Indu is currently producing year-to-date (YTD) return of 9.83%, while the total return for the last 3 years was 10.81%.
Story appears to be empty
Bullfinch Western Ny (BWNYX)
Bullfinch Western Ny [BWNYX] is traded in USA and was established 28th of March 2024. Bullfinch Western is listed under Bullfinch category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of
Bullfinch family. This fund currently has accumulated 727.64
K in
assets under management (AUM) with minimum initial investment of 2.5
K. Bullfinch Western is currently producing year-to-date (YTD) return of 4.91% with the current yeild of 0.01%, while the total return for the last 3 years was 3.35%.
IUSS (IUSS)
IUSS [IUSS] is traded in USA and was established 2018-09-12. The fund is listed under
Small Blend category and is part of
Invesco family. IUSS currently have 63.32
M in assets under management (AUM). , while the total return for the last 3 years was 12.72%.
Principal (PSM)
Principal [PSM] is traded in USA and was established 2019-07-23. The fund is classified under
Mid-Cap Blend category within
Principal Funds family. Principal at this time have 9.42
M in assets. , while the total return for the last year was -2.38%.
Mid Capitalization Portfolio (SMIPX)
Mid Capitalization Portfolio [SMIPX] is traded in USA and was established 28th of March 2024. Mid Capitalization is listed under Saratoga category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of
Saratoga family. This fund at this time has accumulated 10.89
M in
assets with minimum initial investment of 250. Mid Capitalization is currently producing year-to-date (YTD) return of 9.89%, while the total return for the last 3 years was 6.97%.
Mid Capitalization Portfolio (SPMAX)
Mid Capitalization Portfolio [SPMAX] is traded in USA and was established 28th of March 2024. Mid Capitalization is listed under Saratoga category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of
Saratoga family. This fund at this time has accumulated 10.89
M in
assets with no minimum investment requirementsMid Capitalization is currently producing year-to-date (YTD) return of 10.03%, while the total return for the last 3 years was 6.93%. At this time, the fund appears to be
overvalued.
Mid Capitalization secures a last-minute
Real Value of $11.25 per share. The latest price of the fund is $12.54. We determine the value of
Mid Capitalization from analyzing fund
fundamentals and
technical indicators as well as its
Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing
real values will merge together.
Leuthold Select Industries (LSLTX)
Leuthold Select Industries [LSLTX] is traded in USA and was established 28th of March 2024. Leuthold Select is listed under Leuthold category by Fama And French industry classification. The fund is listed under Large Blend category and is part of
Leuthold family. This fund now has accumulated 13.56
M in
assets with minimum initial investment of 10
K. Leuthold Select Indu is currently producing year-to-date (YTD) return of 9.83%, while the total return for the last 3 years was 10.81%.
WBI (WBIA)
WBI [WBIA] is traded in USA and was established 2014-08-25. The fund is listed under
Mid-Cap Blend category and is part of
WBI Investments family. WBI at this time have 7.54
M in net assets. , while the total return for the last 3 years was 0.3%.
Invesco SP MidCap (XMHQ)
Invesco SP MidCap [XMHQ] is traded in USA and was established 2006-12-01. The fund is listed under
Mid-Cap Blend category and is part of
Invesco family. The entity is thematically classified as
Size And Style ETFs. Invesco SP MidCap at this time have 276.59
M in net assets. , while the total return for the last 3 years was 13.5%.
Ellen Johnson is a Member of Macroaxis Editorial Board. Ellen covers public companies in North America, focusing primarily on valuation and volatility. Six years of experience in predictive investment analytics and risk management.
View Profile This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Please refer to our
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