Cavalier Dividend Income Fund Fundamentals
Cavalier Dividend Income fundamentals help investors to digest information that contributes to Cavalier Dividend's financial success or failures. It also enables traders to predict the movement of Cavalier Mutual Fund. The fundamental analysis module provides a way to measure Cavalier 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 Cavalier Dividend mutual fund.
Cavalier |
Cavalier Dividend Income Mutual Fund Cash Position Weight Analysis
Cavalier Dividend's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Cavalier Dividend Cash Position Weight | 3.29 % |
Most of Cavalier Dividend's fundamental indicators, such as Cash Position 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, Cavalier Dividend Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Cavalier Dividend Income has 3.29% in Cash Position Weight. This is 131.69% higher than that of the Category family and 131.86% higher than that of the Family category. The cash position weight for all United States funds is 68.99% higher than that of the company.
Cavalier Dividend Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cavalier Dividend's current stock value. Our valuation model uses many indicators to compare Cavalier Dividend value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cavalier Dividend competition to find correlations between indicators driving Cavalier Dividend's intrinsic value. More Info.Cavalier Dividend Income is rated below average in net asset among similar funds. It is second largest fund in minimum initial investment among similar funds . The ratio of Net Asset to Minimum Initial Investment for Cavalier Dividend Income is about 7,160 . 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 Cavalier Dividend's earnings, one of the primary drivers of an investment's value.Cavalier Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Cavalier Dividend's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Cavalier Dividend could also be used in its relative valuation, which is a method of valuing Cavalier Dividend by comparing valuation metrics of similar companies.Cavalier Dividend is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Cavalier Dividend
The fund consists of 96.71% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Cavalier 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.
Cavalier Fundamentals
| Total Asset | 1.79 M | |||
| Net Asset | 1.79 M | |||
| Minimum Initial Investment | 250 | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | 3.29 % | |||
| Equity Positions Weight | 96.71 % |
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 unemployment. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
Other Consideration for investing in Cavalier Mutual Fund
If you are still planning to invest in Cavalier Dividend Income 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 Cavalier Dividend's history and understand the potential risks before investing.
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