Fisher Investments Financial Statements From 2010 to 2024
| IUSCX Fund | USD 13.30 0.23 1.76% |
Check Fisher Investments financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Fisher Investments' main balance sheet or income statement drivers, such as , as well as many indicators such as . Fisher financial statements analysis is a perfect complement when working with Fisher Investments Valuation or Volatility modules.
Fisher |
Fisher Small Cap Mutual Fund Equity Positions Weight Analysis
Fisher Investments' 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 Fisher Investments Equity Positions Weight | 99.44 % |
Most of Fisher Investments' 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, Fisher Small Cap 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, Fisher Small Cap has an Equity Positions Weight of 99%. This is much higher than that of the Fisher Investments family and significantly higher than that of the Small Growth category. The equity positions weight for all United States funds is notably lower than that of the firm.
Fisher Investments Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fisher Investments's current stock value. Our valuation model uses many indicators to compare Fisher Investments value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fisher Investments competition to find correlations between indicators driving Fisher Investments's intrinsic value. More Info.Fisher Small Cap is rated second overall fund in annual yield among similar funds. It is rated fourth overall fund in net asset among similar funds making up about 188,049,091 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 Fisher Investments' earnings, one of the primary drivers of an investment's value.About Fisher Investments Financial Statements
Fisher Investments investors use historical fundamental indicators, such as Fisher Investments' 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 Fisher Investments. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by investing primarily in a portfolio of equity securities of small cap issuers located in the United States. Under normal circumstances, it invests at least 80 percent of its assets in common stocks of U.S. small cap companies. The funds investment adviser, Fisher Asset Management, LLC considers small cap companies to be companies that, at the time of investment, have market capitalizations within the range of market capitalizations of the companies appearing in the benchmark.
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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 Fisher Mutual Fund
Fisher Investments financial ratios help investors to determine whether Fisher 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 Fisher with respect to the benefits of owning Fisher Investments security.
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