Causeway Concentrated Equity Fund Three Year Return
| CCEVXDelisted Fund | USD 9.96 0.00 0.00% |
Causeway Concentrated Equity fundamentals help investors to digest information that contributes to Causeway Concentrated's financial success or failures. It also enables traders to predict the movement of Causeway Mutual Fund. The fundamental analysis module provides a way to measure Causeway 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 Causeway Concentrated mutual fund.
Causeway |
Causeway Concentrated Equity Mutual Fund Three Year Return Analysis
Causeway Concentrated's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Causeway Concentrated Equity has a Three Year Return of 0.0%. This indicator is about the same for the Causeway average (which is currently at 0.0) family and about the same as World Large-Stock Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Causeway Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Causeway Concentrated's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Causeway Concentrated could also be used in its relative valuation, which is a method of valuing Causeway Concentrated by comparing valuation metrics of similar companies.Causeway Concentrated is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Causeway Concentrated
The fund consists of 96.52% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Causeway 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.
Causeway Fundamentals
| Total Asset | 3.71 M | |||
| Annual Yield | 0.01 % | |||
| Net Asset | 5.52 M | |||
| Cash Position Weight | 3.47 % | |||
| Equity Positions Weight | 96.52 % |
About Causeway Concentrated Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Causeway Concentrated Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Causeway Concentrated using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Causeway Concentrated Equity 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.
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.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Other Consideration for investing in Causeway Mutual Fund
If you are still planning to invest in Causeway Concentrated check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Causeway Concentrated's history and understand the potential risks before investing.
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |