Acclivity Mid Cap Fund Fundamentals
| AXMNX Fund | USD 16.90 0.03 0.18% |
Acclivity Mid Cap fundamentals help investors to digest information that contributes to Acclivity Mid's financial success or failures. It also enables traders to predict the movement of Acclivity Mutual Fund. The fundamental analysis module provides a way to measure Acclivity Mid'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 Acclivity Mid mutual fund.
Acclivity |
Acclivity Mid Cap Mutual Fund Net Asset Analysis
Acclivity Mid's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Acclivity Mid Net Asset | 88.63 K |
Most of Acclivity Mid's fundamental indicators, such as Net Asset, 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, Acclivity Mid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Acclivity Mid Cap has a Net Asset of 88.63 K. This is much higher than that of the Innealta Capital family and significantly higher than that of the Mid-Cap Blend category. The net asset for all United States funds is notably lower than that of the firm.
Acclivity Mid Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Acclivity Mid's current stock value. Our valuation model uses many indicators to compare Acclivity Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Acclivity Mid competition to find correlations between indicators driving Acclivity Mid's intrinsic value. More Info.Acclivity Mid Cap is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 4,424 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 Acclivity Mid's earnings, one of the primary drivers of an investment's value.Acclivity Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Acclivity Mid's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Acclivity Mid could also be used in its relative valuation, which is a method of valuing Acclivity Mid by comparing valuation metrics of similar companies.Acclivity Mid is currently under evaluation in net asset among similar funds.
Fund Asset Allocation for Acclivity Mid
The fund consists of 95.08% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Acclivity Mid'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.
Acclivity Fundamentals
| Total Asset | 279.84 K | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 23.45 % | ||||
| One Year Return | 35.04 % | ||||
| Three Year Return | 8.84 % | ||||
| Net Asset | 88.63 K | ||||
| Minimum Initial Investment | 5 K | ||||
| Cash Position Weight | 4.92 % | ||||
| Equity Positions Weight | 95.08 % |
About Acclivity Mid Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Acclivity Mid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Acclivity Mid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Acclivity Mid Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual 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.Under normal market conditions, the adviser is expected to hold approximately 300 different stocks, where no individual issuer represents more than 5 percent of the portfolio total value. The adviser defines a mid-capitalization company as any company that is neither in the highest 80 percent of U.S. aggregate market capitalization nor in the lowest 8 percent of U.S. aggregate market capitalization. As a non-fundamental policy, the fund will invest at least 80 percent of its total assets in equity securities of mid-cap companies. It may obtain exposure to equity securities through futures and options on futures contracts.
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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 Acclivity Mutual Fund
Acclivity Mid financial ratios help investors to determine whether Acclivity 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 Acclivity with respect to the benefits of owning Acclivity Mid security.
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