Emerald Insights Fund Fundamentals
| EFCIX Fund | USD 22.19 0.03 0.14% |
Emerald Insights Fund fundamentals help investors to digest information that contributes to Emerald Insights' financial success or failures. It also enables traders to predict the movement of Emerald Mutual Fund. The fundamental analysis module provides a way to measure Emerald Insights' 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 Emerald Insights mutual fund.
Emerald |
Emerald Insights Fund Mutual Fund Year To Date Return Analysis
Emerald Insights' Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Emerald Insights Year To Date Return | 22.68 % |
Most of Emerald Insights' fundamental indicators, such as Year To Date 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, Emerald Insights Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
According to the company's disclosures, Emerald Insights Fund has a Year To Date Return of 22.6833%. This is much higher than that of the Emerald family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Emerald Insights Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Emerald Insights's current stock value. Our valuation model uses many indicators to compare Emerald Insights value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Emerald Insights competition to find correlations between indicators driving Emerald Insights's intrinsic value. More Info.Emerald Insights Fund is rated # 5 fund in price to earning among similar funds. It also is rated # 5 fund in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Emerald Insights Fund is roughly 6.02 . 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 Emerald Insights' earnings, one of the primary drivers of an investment's value.Emerald Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Emerald Insights' direct or indirect competition against its Year To Date 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 Emerald Insights could also be used in its relative valuation, which is a method of valuing Emerald Insights by comparing valuation metrics of similar companies.Emerald Insights is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Emerald Insights
The fund consists of 97.51% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Emerald Insights' 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.
Emerald Fundamentals
| Price To Earning | 23.60 X | ||||
| Price To Book | 3.92 X | ||||
| Price To Sales | 2.21 X | ||||
| Total Asset | 18.56 M | ||||
| Year To Date Return | 22.68 % | ||||
| One Year Return | 31.35 % | ||||
| Three Year Return | 3.89 % | ||||
| Five Year Return | 18.57 % | ||||
| Net Asset | 12.06 M | ||||
| Cash Position Weight | 2.49 % | ||||
| Equity Positions Weight | 97.51 % |
About Emerald Insights Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Emerald Insights Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Emerald Insights using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Emerald Insights Fund 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 conditions, the fund typically invests in equity securities of U.S. and foreign companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes. The fund will invest primarily in mid and small-size companies.
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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 Emerald Mutual Fund
Emerald Insights financial ratios help investors to determine whether Emerald 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 Emerald with respect to the benefits of owning Emerald Insights security.
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