Global Concentrated Financial Statements From 2010 to 2024
| MLNCX Fund | USD 23.08 0.12 0.52% |
Check Global Concentrated financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Global Concentrated's main balance sheet or income statement drivers, such as , as well as many indicators such as . Global financial statements analysis is a perfect complement when working with Global Concentrated Valuation or Volatility modules.
Global |
Global Centrated Portfolio Mutual Fund One Year Return Analysis
Global Concentrated's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Global Concentrated One Year Return | 42.24 % |
Most of Global Concentrated's fundamental indicators, such as One 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, Global Centrated Portfolio is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Global Centrated Portfolio has an One Year Return of 42.244%. This is much higher than that of the Morgan Stanley family and significantly higher than that of the World Large-Stock Growth category. The one year return for all United States funds is notably lower than that of the firm.
Global Centrated Por Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Concentrated's current stock value. Our valuation model uses many indicators to compare Global Concentrated value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Concentrated competition to find correlations between indicators driving Global Concentrated's intrinsic value. More Info.Global Centrated Portfolio is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds reporting about 1.11 of One Year Return per Year To Date Return. 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 Global Concentrated's earnings, one of the primary drivers of an investment's value.About Global Concentrated Financial Statements
Global Concentrated investors use historical fundamental indicators, such as Global Concentrated'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 Global Concentrated. Please read more on our technical analysis and fundamental analysis pages.
The Adviser seeks to achieve the funds investment objective by investing primarily in U.S. and non-U.S. companies. The adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above average appreciation potential and competitive dividend yields. The Adviser primarily uses a sector-neutral factor model that is broadly grouped into the following four categories momentumrisk, valuation, quality and growth to help identify market drivers. The fund is non-diversified.
Also Currently Popular
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 Global Mutual Fund
Global Concentrated financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Concentrated security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |