Brinker Capital Financial Statements From 2010 to 2024
| DSHFX Fund | USD 12.05 0.04 0.33% |
Check Brinker Capital financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Brinker Capital's main balance sheet or income statement drivers, such as , as well as many indicators such as . Brinker financial statements analysis is a perfect complement when working with Brinker Capital Valuation or Volatility modules.
Brinker |
Brinker Capital Destinations Mutual Fund Equity Positions Weight Analysis
Brinker Capital's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Brinker Capital Equity Positions Weight | 99.31 % |
Most of Brinker Capital's fundamental indicators, such as Equity Positions Weight, 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, Brinker Capital Destinations is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Brinker Capital Destinations has an Equity Positions Weight of 99%. This is much higher than that of the Destinations Funds family and significantly higher than that of the Options Trading category. The equity positions weight for all United States funds is notably lower than that of the firm.
Brinker Capital Dest Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Brinker Capital's current stock value. Our valuation model uses many indicators to compare Brinker Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Brinker Capital competition to find correlations between indicators driving Brinker Capital's intrinsic value. More Info.Brinker Capital Destinations is one of the top funds in annual yield among similar funds. It also is one of the top funds in net asset among similar funds making up about 34,897,560,000 of Net Asset 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 Brinker Capital's earnings, one of the primary drivers of an investment's value.About Brinker Capital Financial Statements
Brinker Capital investors use historical fundamental indicators, such as Brinker Capital'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 Brinker Capital. Please read more on our technical analysis and fundamental analysis pages.
The funds investment strategy seeks to provide capital appreciation through broad exposure to the equity markets with a lower volatility profile than long-only equity strategies, due to its implementation of a hedging strategy that uses index options to seek to limit the magnitude of negative returns during a declining equity market, thereby reducing the level of positive returns required to recoup losses.
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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 Brinker Mutual Fund
Brinker Capital financial ratios help investors to determine whether Brinker 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 Brinker with respect to the benefits of owning Brinker Capital security.
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