River Oak Discovery Fund Minimum Initial Investment
| RIVSX Fund | USD 19.22 0.04 0.21% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess River Oak's long-term financial health and intrinsic value.
River |
River Oak Discovery Mutual Fund Minimum Initial Investment Analysis
River Oak's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current River Oak Minimum Initial Investment | 2 K |
Most of River Oak's fundamental indicators, such as Minimum Initial Investment, 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, River Oak Discovery is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
| Competition |
Based on the recorded statements, River Oak Discovery has a Minimum Initial Investment of 2 K. This is much higher than that of the Oak Associates family and significantly higher than that of the Small Blend category. The minimum initial investment for all United States funds is notably lower than that of the firm.
River Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses River Oak's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of River Oak could also be used in its relative valuation, which is a method of valuing River Oak by comparing valuation metrics of similar companies.River Oak is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for River Oak
The fund consists of 94.82% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides River Oak'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.
River Fundamentals
| Price To Earning | 19.76 X | ||||
| Price To Book | 1.50 X | ||||
| Price To Sales | 1.30 X | ||||
| Year To Date Return | 0.28 % | ||||
| One Year Return | (2.64) % | ||||
| Three Year Return | 4.65 % | ||||
| Five Year Return | 10.51 % | ||||
| Ten Year Return | 7.73 % | ||||
| Net Asset | 23.79 M | ||||
| Minimum Initial Investment | 2 K | ||||
| Cash Position Weight | 5.18 % | ||||
| Equity Positions Weight | 94.82 % |
About River Oak Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze River Oak Discovery's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of River Oak using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of River Oak Discovery 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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in River Mutual Fund
River Oak financial ratios help investors to determine whether River Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in River with respect to the benefits of owning River Oak security.
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