Cognios Large Cap Fund Fundamentals
| COGLXDelisted Fund | USD 11.45 0.00 0.00% |
Cognios Large Cap fundamentals help investors to digest information that contributes to Cognios Large's financial success or failures. It also enables traders to predict the movement of Cognios Mutual Fund. The fundamental analysis module provides a way to measure Cognios Large'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 Cognios Large mutual fund.
Cognios |
Cognios Large Cap Mutual Fund Three Year Return Analysis
Cognios Large'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% |
Current Cognios Large Three Year Return | 11.02 % |
Most of Cognios Large's fundamental indicators, such as Three Year Return, 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, Cognios Large Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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, Cognios Large Cap has a Three Year Return of 11.019%. This is much higher than that of the Cognios Capital family and significantly higher than that of the Large Value category. The three year return for all United States funds is notably lower than that of the firm.
Cognios Large Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cognios Large's current stock value. Our valuation model uses many indicators to compare Cognios Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cognios Large competition to find correlations between indicators driving Cognios Large's intrinsic value. More Info.Cognios Large 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 15,484 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 Cognios Large's earnings, one of the primary drivers of an investment's value.Cognios Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Cognios Large'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 Cognios Large could also be used in its relative valuation, which is a method of valuing Cognios Large by comparing valuation metrics of similar companies.Cognios Large is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Cognios Large
The fund consists of 98.72% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Cognios Large'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.
Cognios Fundamentals
| Total Asset | 410 K | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 15.48 % | |||
| One Year Return | 25.59 % | |||
| Three Year Return | 11.02 % | |||
| Five Year Return | 12.36 % | |||
| Net Asset | 1.2 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 1.04 | |||
| Cash Position Weight | 1.28 % | |||
| Equity Positions Weight | 98.72 % |
About Cognios Large Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Cognios Large Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Cognios Large using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Cognios Large 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.The fund seeks to achieve its investment objective by purchasing equity securities of U.S. companies that the Adviser believes are undervalued and likely to appreciate. Cognios Large is traded on NASDAQ Exchange in the United States.
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 bureau of economic analysis. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Other Consideration for investing in Cognios Mutual Fund
If you are still planning to invest in Cognios Large Cap 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 Cognios Large's history and understand the potential risks before investing.
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