Global Opportunities Competition

Summary

Global Opportunities competes with Pgim Jennison, Tax-managed, Davenport Small, Sentinel Small, and Fidelity Advisor; as well as few others. The fund is listed under null category and is part of null family. Analyzing Global Opportunities competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Global Opportunities to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Global Opportunities competition on your existing holdings.

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Please note, it is not enough to conduct a financial or market analysis of a single entity such as Global Opportunities. Your research has to be compared to or analyzed against Global Opportunities' peers to derive any actionable benefits. When done correctly, Global Opportunities' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Global Opportunities.

Global Opportunities Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Global Opportunities and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Global and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Global Opportunities does not affect the price movement of the other competitor.

	TBDQX	RTOUX	DSCPX	SIGWX	FZABX	ACDOX
TBDQX		0.85	0.84	0.81	-0.18	-0.67	TBDQX
RTOUX	0.85		0.93	0.99	-0.34	-0.62	RTOUX
DSCPX	0.84	0.93		0.93	-0.42	-0.64	DSCPX
SIGWX	0.81	0.99	0.93		-0.4	-0.61	SIGWX
FZABX	-0.18	-0.34	-0.42	-0.4		0.6	FZABX
ACDOX	-0.67	-0.62	-0.64	-0.61	0.6		ACDOX
	TBDQX	RTOUX	DSCPX	SIGWX	FZABX	ACDOX

Click cells to compare fundamentals

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High positive correlations

SIGWX	+ 0.99	RTOUX
DSCPX	+ 0.93	RTOUX
SIGWX	+ 0.93	DSCPX
RTOUX	+ 0.85	TBDQX
DSCPX	+ 0.84	TBDQX
SIGWX	+ 0.81	TBDQX

High negative correlations

ACDOX	- 0.67	TBDQX
ACDOX	- 0.64	DSCPX
ACDOX	- 0.62	RTOUX
ACDOX	- 0.61	SIGWX
FZABX	- 0.42	DSCPX
FZABX	- 0.4	SIGWX

Risk-Adjusted Indicators

There is a big difference between Global Mutual Fund performing well and Global Opportunities Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Global Opportunities' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
TBDQX	0.74	(0.01)	(0.01)	0.12	1.10	(0.68)	1.67	(2.39)	5.04
RTOUX	0.80	0.10	(0.01)	0.83	0.84	(0.88)	1.78	(1.45)	6.26
DSCPX	0.81	(0.02)	0.01	0.11	0.75	(0.92)	1.74	(1.43)	6.20
SIGWX	0.75	0.10	(0.01)	0.70	0.83	(0.86)	1.53	(1.38)	7.02
FZABX	0.69	(0.13)	0.00	(0.07)	0.00	0.00	1.18	(1.71)	4.32
ACDOX	0.23	(0.03)	0.00	(0.31)	0.00	0.00	0.44	(0.54)	1.39

Unable to evaluate fundamental data of [TBDQX, RTOUX, DSCPX, SIGWX, FZABX, ACDOX] at this time. Please try again later

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Global Opportunities Competitive Analysis

The better you understand Global Opportunities competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Global Opportunities' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Global Opportunities' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	TBDQX	RTOUX	DSCPX	SIGWX	FZABX	ACDOX
	0.80 21.50 Pgim	0.15 45.61 Tax-managed	0.11 18.96 Davenport	0.26 7.78 Sentinel	1.20 27.83 Fidelity	0.22 9.21 American
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Good	Good	Good	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Cautious Hold	Buy	Hold	Strong Hold	Cautious Hold
Holdings Turnover	N/A	N/A	N/A	N/A	N/A	N/A
Net Asset	208.96 M	708.97 M	161.63 M	903.39 M	2.09 B	1.81 B
Minimum Initial Investment	N/A	N/A	5 K	N/A	N/A	N/A
Price To Book	N/A	N/A	N/A	2.06 X	2.30 X	N/A
Five Year Return	18.53 %	9.39 %	12.36 %	12.56 %	6.87 %	N/A
One Year Return	35.17 %	29.52 %	19.37 %	30.41 %	14.65 %	7.03 %
Last Dividend Paid	N/A	N/A	N/A	N/A	0.04	N/A
Price To Earning	N/A	N/A	N/A	20.71 X	17.28 X	N/A
Price To Sales	N/A	N/A	N/A	1.18 X	1.60 X	N/A
Cash Position Weight	0.60 %	2.84 %	5.52 %	1.62 %	2.52 %	N/A
Equity Positions Weight	99.40 %	97.14 %	94.48 %	98.38 %	97.02 %	N/A
Three Year Return	7.49 %	2.60 %	4.21 %	5.49 %	(0.91) %	N/A
Annual Yield	N/A	0 %	0.01 %	N/A	0.01 %	0 %
Year To Date Return	29.42 %	15.86 %	9.91 %	19.72 %	8.84 %	2.04 %
Ten Year Return	13.74 %	9.19 %	N/A	9.97 %	7.74 %	N/A
Day Typical Price	21.5	45.61	18.96	7.78	27.83	9.21
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T
Period Momentum Indicator	0.17	(0.07)	0.02	(0.02)	0.33	0.02
Rate Of Daily Change	1.01	1.0	1.0	1.0	1.01	1.0
Day Median Price	21.5	45.61	18.96	7.78	27.83	9.21
Price Action Indicator	0.085	(0.04)	0.01	(0.01)	0.16	0.01
Relative Strength Index	69.16	75.82	69.95	80.22	47.63	50.67
Coefficient Of Variation	868.16	869.83	758.76	811.13	(2,358)	(2,509)
Mean Deviation	0.745	0.8015	0.8082	0.7474	0.6935	0.2344
Jensen Alpha	(0.01)	0.1021	(0.02)	0.0992	(0.13)	(0.03)
Total Risk Alpha	(0.07)	(0.07)	(0.05)	(0.06)	(0.20)	(0.08)
Sortino Ratio	(0.01)	(0.01)	0.0115	(0.01)	N/A	N/A
Downside Variance	2.11	0.9746	0.9273	1.07	N/A	N/A
Standard Deviation	1.1	1.14	1.13	1.07	0.8841	0.3164
Kurtosis	1.62	4.08	3.98	5.59	0.7245	0.9816
Potential Upside	1.67	1.78	1.74	1.53	1.18	0.4381
Treynor Ratio	0.122	0.8328	0.112	0.6972	(0.07)	(0.31)
Maximum Drawdown	5.04	6.26	6.2	7.02	4.32	1.39
Variance	1.2	1.29	1.27	1.14	0.7817	0.1001
Market Risk Adjusted Performance	0.132	0.8428	0.122	0.7072	(0.06)	(0.30)
Risk Adjusted Performance	0.0911	0.0912	0.104	0.0971	(0.03)	(0.04)
Skewness	(0.70)	0.9618	1.0	1.06	0.0732	(0.15)
Semi Deviation	1.1	0.8352	0.7547	0.8318	N/A	N/A
Information Ratio	(0.01)	(0.01)	0.0098	(0.01)	(0.20)	(0.47)
Value At Risk	(2.39)	(1.45)	(1.43)	(1.38)	(1.71)	(0.54)
Expected Short fall	(0.68)	(0.88)	(0.92)	(0.86)	N/A	N/A
Downside Deviation	1.45	0.9872	0.963	1.03	N/A	N/A
Semi Variance	1.2	0.6975	0.5696	0.6919	N/A	N/A

Global Opportunities Competition Performance Charts

Five steps to successful analysis of Global Opportunities Competition

Global Opportunities' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Global Opportunities in relation to its competition. Global Opportunities' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Global Opportunities in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Global Opportunities' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Global Opportunities, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Global Opportunities position

In addition to having Global Opportunities in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Consumer Funds

Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer Funds theme has 48 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumer Funds Theme or any other thematic opportunities.

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Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation.

You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.

Other Consideration for investing in Global Mutual Fund

If you are still planning to invest in Global Opportunities check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Global Opportunities' history and understand the potential risks before investing.

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