Fundamental Indexplus Financial Statements From 2010 to 2024
| PIXAX Fund | USD 18.47 0.01 0.05% |
Check Fundamental Indexplus financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Fundamental Indexplus' main balance sheet or income statement drivers, such as , as well as many indicators such as . Fundamental financial statements analysis is a perfect complement when working with Fundamental Indexplus Valuation or Volatility modules.
Fundamental |
Fundamental Indexplus Tr Mutual Fund Annual Yield Analysis
Fundamental Indexplus' 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.
Current Fundamental Indexplus Annual Yield | 0.08 % |
Most of Fundamental Indexplus' 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, Fundamental Indexplus Tr 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, Fundamental Indexplus Tr has an Annual Yield of 0.0778%. This is 81.48% lower than that of the PIMCO family and significantly higher than that of the Large Value category. The annual yield for all United States funds is notably lower than that of the firm.
Fundamental Indexplus Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fundamental Indexplus's current stock value. Our valuation model uses many indicators to compare Fundamental Indexplus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fundamental Indexplus competition to find correlations between indicators driving Fundamental Indexplus's intrinsic value. More Info.Fundamental Indexplus Tr is rated top fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 228.48 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 Fundamental Indexplus' earnings, one of the primary drivers of an investment's value.About Fundamental Indexplus Financial Statements
Fundamental Indexplus investors use historical fundamental indicators, such as Fundamental Indexplus' 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 Fundamental Indexplus. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to exceed the total return of the Russell 1000 Value Index under normal circumstances by obtaining exposure to a portfolio of stocks of U.S. companies, and complementing this equity exposure with absolute return bond alpha strategy. It may invest up to 25 percent of its total assets in securities and instruments that are economically tied to emerging market countries. The fund will normally limit its foreign currency exposure to 35 percent of its total assets.
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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 Fundamental Mutual Fund
Fundamental Indexplus financial ratios help investors to determine whether Fundamental 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 Fundamental with respect to the benefits of owning Fundamental Indexplus security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |