Bmo Concentrated Global Fund Fundamentals
| 0P0001D8QF | CAD 18.51 0.17 0.91% |
BMO Concentrated Global fundamentals help investors to digest information that contributes to BMO Concentrated's financial success or failures. It also enables traders to predict the movement of BMO Fund. The fundamental analysis module provides a way to measure BMO Concentrated'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 BMO Concentrated fund.
BMO |
BMO Concentrated Global Fund Equity Positions Weight Analysis
BMO Concentrated'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 BMO Concentrated Equity Positions Weight | 97.43 % |
Most of BMO Concentrated'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, BMO Concentrated Global 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, BMO Concentrated Global has an Equity Positions Weight of 97%. This is much higher than that of the BMO Asset Management Inc family and significantly higher than that of the Global Equity category. The equity positions weight for all Canada funds is notably lower than that of the firm.
BMO Concentrated Global Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining BMO Concentrated's current stock value. Our valuation model uses many indicators to compare BMO Concentrated value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across BMO Concentrated competition to find correlations between indicators driving BMO Concentrated's intrinsic value. More Info.BMO Concentrated Global is fifth largest fund in one year return among similar funds. It is the top fund in net asset among similar funds making up about 141,989,458 of Net Asset per One Year 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 BMO Concentrated's earnings, one of the primary drivers of an investment's value.BMO Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses BMO Concentrated'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 BMO Concentrated could also be used in its relative valuation, which is a method of valuing BMO Concentrated by comparing valuation metrics of similar companies.BMO Concentrated is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for BMO Concentrated
The fund consists of 97.43% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides BMO Concentrated'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.
BMO Fundamentals
| Total Asset | 942.81 M | |||
| One Year Return | 6.64 % | |||
| Net Asset | 942.81 M | |||
| Minimum Initial Investment | 500 | |||
| Cash Position Weight | 2.57 % | |||
| Equity Positions Weight | 97.43 % |
About BMO Concentrated Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze BMO Concentrated Global's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of BMO Concentrated using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of BMO Concentrated Global 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.This funds objective is to achieve long-term capital appreciation through investment in a portfolio of high quality equity or equity-related securities of issuers throughout the world. BMO Concentrated is traded on Toronto Stock Exchange in Canada.
Pair Trading with BMO Concentrated
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 BMO Concentrated 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 BMO Concentrated will appreciate offsetting losses from the drop in the long position's value.Moving together with BMO Fund
| 0.92 | 0P00012UCU | RBC Global Equity | PairCorr |
| 0.92 | 0P0001FAU5 | TD Comfort Aggressive | PairCorr |
The ability to find closely correlated positions to BMO Concentrated could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BMO Concentrated 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 BMO Concentrated - 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 BMO Concentrated Global to buy it.
The correlation of BMO Concentrated 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 BMO Concentrated moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BMO Concentrated Global 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 BMO Concentrated 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 BMO Fund
BMO Concentrated financial ratios help investors to determine whether BMO 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 BMO with respect to the benefits of owning BMO Concentrated security.
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