Utilities Fund Financial Statements From 2010 to 2024

BULIX Fund  USD 19.01  0.13  0.68%   
Utilities Fund financial statements provide useful quarterly and yearly information to potential Utilities Fund Investor investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Utilities Fund financial statements helps investors assess Utilities Fund's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Utilities Fund's valuation are summarized below:
Utilities Fund Investor does not presently have any fundamental trend indicators for analysis.
Check Utilities Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Utilities Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Utilities financial statements analysis is a perfect complement when working with Utilities Fund Valuation or Volatility modules.
  
This module can also supplement various Utilities Fund Technical models . Check out the analysis of Utilities Fund Correlation against competitors.

Utilities Fund Investor Mutual Fund Annual Yield Analysis

Utilities Fund's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Utilities Fund Annual Yield

    
  0.02 %  
Most of Utilities Fund's fundamental indicators, such as Annual Yield, 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, Utilities Fund Investor is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Utilities Fund Investor has an Annual Yield of 0.0215%. This is 97.28% lower than that of the American Century Investments family and significantly higher than that of the Utilities category. The annual yield for all United States funds is notably lower than that of the firm.

Utilities Fund Investor Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Utilities Fund's current stock value. Our valuation model uses many indicators to compare Utilities Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Utilities Fund competition to find correlations between indicators driving Utilities Fund's intrinsic value. More Info.
Utilities Fund Investor is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about  0.13  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Utilities Fund Investor is roughly  7.52 . 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 Utilities Fund's earnings, one of the primary drivers of an investment's value.

About Utilities Fund Financial Statements

Utilities Fund investors use historical fundamental indicators, such as Utilities Fund'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 Utilities Fund. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of companies engaged in the utilities industry. The portfolio managers use quantitative and qualitative management techniques as well as risk controls to construct the funds portfolio. The quantitative process involves ranking stocks based on their growth and valuation characteristics.

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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 Utilities Mutual Fund

Utilities Fund financial ratios help investors to determine whether Utilities 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 Utilities with respect to the benefits of owning Utilities Fund security.
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