Rbc Dividend Cur Fund Equity Positions Weight
| 0P00017YCD | CAD 15.46 0.06 0.39% |
RBC Dividend Cur fundamentals help investors to digest information that contributes to RBC Dividend's financial success or failures. It also enables traders to predict the movement of RBC Fund. The fundamental analysis module provides a way to measure RBC Dividend's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to RBC Dividend fund.
RBC |
RBC Dividend Cur Fund Equity Positions Weight Analysis
RBC Dividend'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 RBC Dividend Equity Positions Weight | 97.66 % |
Most of RBC Dividend'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, RBC Dividend Cur 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, RBC Dividend Cur has an Equity Positions Weight of 97%. This is 100.78% higher than that of the RBC Global Asset Management Inc. family and significantly higher than that of the US Equity category. The equity positions weight for all Canada funds is notably lower than that of the firm.
RBC Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses RBC Dividend's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of RBC Dividend could also be used in its relative valuation, which is a method of valuing RBC Dividend by comparing valuation metrics of similar companies.RBC Dividend is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for RBC Dividend
The fund consists of 97.66% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides RBC Dividend's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
RBC Fundamentals
| Total Asset | 44.49 M | |||
| One Year Return | (5.67) % | |||
| Three Year Return | 3.53 % | |||
| Net Asset | 44.49 M | |||
| Minimum Initial Investment | 500 | |||
| Cash Position Weight | 2.33 % | |||
| Equity Positions Weight | 97.66 % |
About RBC Dividend Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze RBC Dividend Cur's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of RBC Dividend using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of RBC Dividend Cur based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with RBC Dividend
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if RBC Dividend position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in RBC Dividend will appreciate offsetting losses from the drop in the long position's value.Moving together with RBC Fund
| 0.89 | 0P0000OXA6 | PHN Multi Style | PairCorr |
| 0.91 | 0P000077P2 | RBC Dividend | PairCorr |
| 0.83 | 0P0000716B | Mawer Equity A | PairCorr |
| 0.88 | 0P000071W8 | TD Index Fund | PairCorr |
| 0.93 | 0P0000706A | RBC Select Balanced | PairCorr |
The ability to find closely correlated positions to RBC Dividend could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace RBC Dividend when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back RBC Dividend - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling RBC Dividend Cur to buy it.
The correlation of RBC Dividend is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as RBC Dividend moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if RBC Dividend Cur moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for RBC Dividend can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in RBC Fund
RBC Dividend financial ratios help investors to determine whether RBC 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 RBC with respect to the benefits of owning RBC Dividend security.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |