Emerging Growth Competition

WEMIX Fund

USD 14.21 0.01 0.07%

Emerging Growth competes with Wells Fargo, Wells Fargo, Wells Fargo, Wells Fargo, and Wells Fargo; as well as few others. The fund is listed under Small Growth category and is part of Allspring Global Investments family. Analyzing Emerging Growth 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 Emerging Growth to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Emerging Growth Correlation with its peers.

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 Emerging Growth competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
12.85	14.21	15.57

Details

Intrinsic

Valuation

Low	Real	High
12.55	13.91	15.27

Details

Emerging Growth Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Emerging Growth 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 Emerging 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 Emerging Growth does not affect the price movement of the other competitor.

	DHICX	VMPYX	VMPAX	SADAX	SADIX	EMGYX	EMGNX	EMGCX	EMGAX	SSHIX
DHICX		0.96	0.98	0.11	0.09	0.38	0.38	0.39	0.38	0.64	DHICX
VMPYX	0.96		0.99	0.29	0.27	0.38	0.38	0.38	0.38	0.7	VMPYX
VMPAX	0.98	0.99		0.28	0.26	0.38	0.38	0.38	0.38	0.71	VMPAX
SADAX	0.11	0.29	0.28		0.99	0.35	0.35	0.33	0.35	0.47	SADAX
SADIX	0.09	0.27	0.26	0.99		0.38	0.38	0.36	0.38	0.4	SADIX
EMGYX	0.38	0.38	0.38	0.35	0.38		1.0	1.0	1.0	0.36	EMGYX
EMGNX	0.38	0.38	0.38	0.35	0.38	1.0		1.0	1.0	0.36	EMGNX
EMGCX	0.39	0.38	0.38	0.33	0.36	1.0	1.0		1.0	0.36	EMGCX
EMGAX	0.38	0.38	0.38	0.35	0.38	1.0	1.0	1.0		0.36	EMGAX
SSHIX	0.64	0.7	0.71	0.47	0.4	0.36	0.36	0.36	0.36		SSHIX
	DHICX	VMPYX	VMPAX	SADAX	SADIX	EMGYX	EMGNX	EMGCX	EMGAX	SSHIX

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Risk-Adjusted Indicators

There is a big difference between Emerging Mutual Fund performing well and Emerging Growth 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 Emerging Growth's 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
DHICX	0.08	(0.01)	(0.47)	(0.20)	0.11	(0.15)	0.22	(0.22)	0.79
VMPYX	0.09	0.00	(0.48)	(0.05)	0.08	(0.17)	0.23	(0.22)	0.79
VMPAX	0.09	0.00	(0.45)	(0.07)	0.09	(0.16)	0.23	(0.23)	0.79
SADAX	0.06	0.01	(0.90)	(0.67)	0.00	(0.17)	0.12	(0.11)	0.46
SADIX	0.06	0.01	(0.86)	(1.26)	0.00	(0.19)	0.11	(0.11)	0.57
EMGYX	0.65	0.01	(0.11)	0.00	0.99	(0.61)	1.28	(1.76)	5.15
EMGNX	0.65	0.01	(0.11)	(0.01)	1.00	(0.59)	1.23	(1.75)	5.20
EMGCX	0.65	0.01	(0.12)	0.05	0.99	(0.60)	1.27	(1.75)	5.16
EMGAX	0.65	0.01	(0.11)	0.01	0.98	(0.61)	1.28	(1.75)	5.16
SSHIX	0.09	0.00	(0.82)	0.04	0.00	(0.14)	0.23	(0.12)	0.59

Unable to evaluate fundamental data of [DHICX, VMPYX, VMPAX, SADAX, SADIX, EMGYX, EMGNX, EMGCX, EMGAX, SSHIX] at this time. Please try again later

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Emerging Growth Competitive Analysis

The better you understand Emerging Growth competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Emerging Growth's 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 Emerging Growth's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	WEMIX	DHICX	VMPYX	VMPAX	SADAX	SADIX	EMGYX	EMGNX	EMGCX	EMGAX
	0.07 14.21 Emerging	0.11 8.88 Wells	0.11 8.85 Wells	0.11 8.85 Wells	0.11 8.81 Wells	0.00 8.80 Wells	0.40 27.27 Wells	0.37 26.83 Wells	0.05 21.23 Wells	0.39 25.74 Wells
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Weak	Insignificant	Insignificant	Solid	Solid	Very Weak	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell
Net Asset	311.92 M	2.01 B	2.01 B	2.01 B	1.49 B	1.49 B	3.94 B	3.94 B	3.94 B	3.94 B
Minimum Initial Investment	1000 K	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	1 K
Price To Book	4.28	N/A	N/A	N/A	N/A	N/A	1.85	1.85	1.79	1.85
Five Year Return	9.22	0.41	1.32	1.18	2.74	3.0	0.9	1.09	-0.0375	0.77
One Year Return	41.15	4.53	5.56	5.43	6.64	7.03	10.3	10.35	9.95	10.02
Last Dividend Paid	N/A	N/A	0.01	0.01	N/A	0.01	N/A	N/A	N/A	N/A
Price To Earning	37.17	N/A	N/A	N/A	N/A	N/A	17.21	17.21	16.6	17.21
Price To Sales	2.43	N/A	N/A	N/A	N/A	N/A	1.45	1.45	1.41	1.45
Cash Position Weight	0.62	4.17	4.17	4.17	20.2	18.65	5.23	5.23	5.23	6.27
Equity Positions Weight	96.19	N/A	N/A	N/A	N/A	N/A	94.77	94.77	94.77	92.99
Three Year Return	-5.41	-0.19	0.74	0.62	3.62	3.91	-4.67	-3.93	-4.76	-4.23
Annual Yield	N/A	0.0045	0.0043	0.0045	0.0405	0.043	0.009	0.0116	N/A	0.0085
Year To Date Return	30.28	2.24	3.16	3.05	5.5	5.73	5.43	5.97	5.44	5.67
Bond Positions Weight	N/A	0.35	0.35	0.35	17.34	19.68	N/A	N/A	N/A	N/A
Ten Year Return	14.44	1.95	2.86	2.72	1.27	1.63	3.42	3.7	2.49	3.27
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	0.0	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)
Day Typical Price	14.21	8.88	8.85	8.85	8.81	8.8	27.27	26.83	21.23	25.74
Period Momentum Indicator	0.01	(0.01)	0.01	(0.01)	0.01	N/A	(0.11)	(0.10)	0.01	(0.10)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	14.21	8.88	8.85	8.85	8.81	8.8	27.27	26.83	21.23	25.74
Price Action Indicator	0.005	(0.01)	0.005	(0.01)	0.005	N/A	(0.06)	(0.05)	0.005	(0.05)
Coefficient Of Variation	752.8	2712.36	1683.73	1683.31	487.22	460.78	9442.36	8836.49	14594.3	9698.41
Mean Deviation	0.995	0.0824	0.0879	0.0877	0.0583	0.0555	0.6521	0.6489	0.6469	0.6502
Jensen Alpha	(0)	(0.01)	(0)	(0)	0.0107	0.0119	0.0092	0.0089	0.0054	0.0083
Total Risk Alpha	(0.04)	(0.03)	(0.02)	(0.02)	(0.01)	(0)	(0.14)	(0.14)	(0.15)	(0.14)
Sortino Ratio	0.0379	(0.47)	(0.48)	(0.45)	(0.90)	(0.86)	(0.11)	(0.11)	(0.12)	(0.11)
Downside Variance	1.71	0.0691	0.0618	0.0697	0.0148	0.0156	1.09	1.09	1.09	1.09
Standard Deviation	1.34	0.1418	0.1463	0.1463	0.0931	0.0961	0.9182	0.9157	0.9161	0.916
Kurtosis	1.68	5.49	4.83	4.84	5.04	8.9	1.38	1.46	1.44	1.42
Potential Upside	1.99	0.2242	0.2273	0.227	0.1151	0.1148	1.28	1.23	1.27	1.28
Treynor Ratio	0.1155	(0.20)	(0.05)	(0.07)	(0.67)	(1.26)	0.0035	(0.01)	0.0484	0.0074
Maximum Drawdown	6.86	0.7899	0.7931	0.7929	0.459	0.5717	5.15	5.2	5.16	5.16
Variance	1.8	0.0201	0.0214	0.0214	0.0087	0.0092	0.8431	0.8385	0.8392	0.8391
Market Risk Adjusted Performance	0.1255	(0.19)	(0.04)	(0.06)	(0.66)	(1.25)	0.0135	0.005	0.0584	0.0174
Risk Adjusted Performance	0.1058	(0.02)	0.0032	0.0032	0.0847	0.0963	0.0098	0.0103	0.0069	0.0095
Skewness	0.1345	(1.04)	(0.84)	(0.93)	1.8	2.54	(0.08)	(0.07)	(0.06)	(0.07)
Semi Deviation	1.07	0.1058	0.083	0.0882	0.0	0.0	0.9857	0.9994	0.9856	0.9819
Information Ratio	0.0369	(0.87)	(0.82)	(0.82)	(1.18)	(1.12)	(0.13)	(0.13)	(0.13)	(0.13)
Value At Risk	(1.95)	(0.22)	(0.22)	(0.23)	(0.11)	(0.11)	(1.76)	(1.75)	(1.75)	(1.75)
Expected Short fall	(1.08)	(0.15)	(0.17)	(0.16)	(0.17)	(0.19)	(0.61)	(0.59)	(0.60)	(0.61)
Downside Deviation	1.31	0.2629	0.2485	0.264	0.1217	0.1249	1.05	1.04	1.04	1.04
Semi Variance	1.14	0.0112	0.0069	0.0078	(0.02)	(0.02)	0.9716	0.9988	0.9714	0.9641

Emerging Growth Competition Performance Charts

Five steps to successful analysis of Emerging Growth Competition

Emerging Growth's 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 Emerging Growth in relation to its competition. Emerging Growth's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Emerging Growth 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 Emerging Growth's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Emerging Growth, 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 Emerging Growth position

In addition to having Emerging Growth 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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Information Technology (IT) companies and IT service providers across different domains. The IT 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 IT Theme or any other thematic opportunities.

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Other Information on Investing in Emerging Mutual Fund

Emerging Growth financial ratios help investors to determine whether Emerging 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 Emerging with respect to the benefits of owning Emerging Growth security.

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