Morningstar Aggressive Financial Statements From 2010 to 2024
| AGTFX Fund | USD 16.06 0.08 0.50% |
Check Morningstar Aggressive financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Morningstar Aggressive's main balance sheet or income statement drivers, such as , as well as many indicators such as . Morningstar financial statements analysis is a perfect complement when working with Morningstar Aggressive Valuation or Volatility modules.
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Morningstar Aggressive Growth Mutual Fund Five Year Return Analysis
Morningstar Aggressive's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Morningstar Aggressive Five Year Return | (0.62) % |
Most of Morningstar Aggressive's fundamental indicators, such as Five Year Return, 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, Morningstar Aggressive Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Morningstar Aggressive Growth has a Five Year Return of -0.62%. This is 196.87% lower than that of the Category family and 196.43% lower than that of the Family category. The five year return for all United States funds is 119.14% higher than that of the company.
Morningstar Aggressive Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Morningstar Aggressive's current stock value. Our valuation model uses many indicators to compare Morningstar Aggressive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Morningstar Aggressive competition to find correlations between indicators driving Morningstar Aggressive's intrinsic value. More Info.Morningstar Aggressive Growth is the top fund in annual yield among similar funds. It is second largest fund in year to date return among similar funds creating about 17.26 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Morningstar Aggressive's earnings, one of the primary drivers of an investment's value.About Morningstar Aggressive Financial Statements
Morningstar Aggressive investors use historical fundamental indicators, such as Morningstar Aggressive's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Morningstar Aggressive. Please read more on our technical analysis and fundamental analysis pages.
Morningstar Aggressive is entity of United States. It is traded as Fund on NMFQS exchange.
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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 Morningstar Mutual Fund
Morningstar Aggressive financial ratios help investors to determine whether Morningstar 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 Morningstar with respect to the benefits of owning Morningstar Aggressive security.
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