Foundry Partners Fundamental Fund Quote
| DRSVX Fund | USD 21.84 0.55 2.46% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Foundry Partners is trading at 21.84 as of the 1st of May 2024; that is -2.46 percent decrease since the beginning of the trading day. The fund's open price was 22.39. Foundry Partners has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Foundry Partners Fundamental are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of April 2024 and ending today, the 1st of May 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in common stocks of small capitalization companies that at the time of purchase are similar in market capitalization to those listed on the Russell 2000 Value Index. It may invest up to 20 percent of its assets in foreign securities , including American Depository Receipts or Global Depository Receipts that are traded on U.S. More on Foundry Partners Fundamental
Moving together with Foundry Mutual Fund
| 1.0 | DRISX | Foundry Partners Fun | PairCorr |
| 0.93 | VSIIX | Vanguard Small Cap | PairCorr |
| 0.93 | VISVX | Vanguard Small Cap | PairCorr |
| 0.92 | DFSVX | Us Small Cap | PairCorr |
| 0.9 | DFFVX | Us Targeted Value | PairCorr |
Foundry 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. Foundry Partners' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Foundry Partners or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Foundry Funds, Large Funds, Small Value Funds, Small Growth Funds, Small Value Funds, Small Value, Foundry, Large, Small Value Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Foundry Partners Fundamental [DRSVX] is traded in USA and was established 1st of May 2024. Foundry Partners is listed under Foundry category by Fama And French industry classification. The fund is listed under Small Value category and is part of Foundry family. The entity is thematically classified as Small Growth Funds. This fund currently has accumulated 238.21 M in assets under management (AUM) with no minimum investment requirementsFoundry Partners Fun is currently producing year-to-date (YTD) return of 4.92% with the current yeild of 0.01%, while the total return for the last 3 years was 6.47%.
Check Foundry Partners 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 Foundry 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 Foundry 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 Foundry Partners Fundamental 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 Foundry Partners Fundamental Mutual Fund Constituents
| PCH | PotlatchDeltic Corp | Stock | Real Estate |
| ONB | Old National Bancorp | Stock | Financials |
| TGNA | Tegna Inc | Stock | Communication Services |
| UNVR | Univar Inc | Stock | Industrials |
| RBC | RBC Bearings Incorporated | Stock | Industrials |
| FNB | FNB Corp | Stock | Financials |
| AXL | American Axle Manufacturing | Stock | Consumer Discretionary |
Foundry Partners Target Price Odds Analysis
Based on a normal probability distribution, the odds of Foundry Partners jumping above the current price in 90 days from now is about 35.22%. The Foundry Partners Fundamental probability density function shows the probability of Foundry Partners mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Foundry Partners Fundamental has a beta of -0.1814 suggesting as returns on the benchmark increase, returns on holding Foundry Partners are expected to decrease at a much lower rate. During a bear market, however, Foundry Partners Fundamental is likely to outperform the market. Additionally, foundry Partners Fundamental has an alpha of 0.1054, implying that it can generate a 0.11 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Foundry Partners to move above the current price in 90 days from now is about 35.22 (This Foundry Partners Fundamental probability density function shows the probability of Foundry Mutual Fund to fall within a particular range of prices over 90 days) .
Foundry Partners Fun Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Foundry Partners market risk premium is the additional return an investor will receive from holding Foundry Partners 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 Foundry Partners. 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 Foundry Partners' alpha and beta are two of the key measurements used to evaluate Foundry Partners' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7963 | |||
| Semi Deviation | 1.06 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.15 |
Foundry Partners Against Markets
Picking the right benchmark for Foundry Partners 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 Foundry Partners 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 Foundry Partners is critical whether you are bullish or bearish towards Foundry Partners Fundamental at a given time. Please also check how Foundry Partners' 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 Foundry Partners 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?
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How to buy Foundry Mutual Fund?
Before investing in Foundry Partners, 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 Foundry Partners. To buy Foundry Partners fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Foundry Partners. 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 Foundry Partners fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Foundry Partners Fundamental 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 Foundry Partners Fundamental 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 Foundry Partners Fundamental, 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 Foundry Partners Fundamental?
The danger of trading Foundry Partners Fundamental 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 Foundry Partners 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 Foundry Partners. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Foundry Partners Fun 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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Foundry Partners Fundamental. 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 real. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.