Evaluator Aggressive Rms Fund Fundamentals
EVAGX Fund | USD 14.36 0.03 0.21% |
Evaluator Aggressive Rms fundamentals help investors to digest information that contributes to Evaluator Aggressive's financial success or failures. It also enables traders to predict the movement of Evaluator Mutual Fund. The fundamental analysis module provides a way to measure Evaluator Aggressive'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 Evaluator Aggressive mutual fund.
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Evaluator Aggressive Rms Mutual Fund Three Year Return Analysis
Evaluator Aggressive'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.
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Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Evaluator Aggressive Three Year Return | 4.75 % |
Most of Evaluator Aggressive'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, Evaluator Aggressive Rms 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.
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Based on the latest financial disclosure, Evaluator Aggressive Rms has a Three Year Return of 4.7549%. This is much higher than that of the E-Valuator funds family and significantly higher than that of the Allocation--85%+ Equity category. The three year return for all United States funds is notably lower than that of the firm.
Evaluator Aggressive Rms Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Evaluator Aggressive's current stock value. Our valuation model uses many indicators to compare Evaluator Aggressive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Evaluator Aggressive competition to find correlations between indicators driving Evaluator Aggressive's intrinsic value. More Info.Evaluator Aggressive Rms is rated # 4 fund in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 1,250 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 Evaluator Aggressive's earnings, one of the primary drivers of an investment's value.Did you try this?
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Fund Asset Allocation for Evaluator Aggressive
The fund consists of 85.35% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Evaluator Aggressive'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.
Evaluator Fundamentals
Total Asset | 160.89 M | |||
Annual Yield | 0.01 % | |||
Year To Date Return | 17.50 % | |||
One Year Return | 24.83 % | |||
Three Year Return | 4.75 % | |||
Five Year Return | 9.74 % | |||
Net Asset | 89.34 M | |||
Minimum Initial Investment | 10 K | |||
Last Dividend Paid | 0.11 | |||
Cash Position Weight | 2.12 % | |||
Equity Positions Weight | 85.35 % | |||
Bond Positions Weight | 2.94 % |
About Evaluator Aggressive Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Evaluator Aggressive Rms's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Evaluator Aggressive using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Evaluator Aggressive Rms 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 invests in the securities of other unaffiliated investment companies, including open-end funds, exchange-traded funds and closed-end funds. It will allocate 1-15 percent of its assets into a variety of underlying funds that focus on investments in fixed income securities that possess varying qualities of credit and duration. The remaining 85-99 percent of the funds assets will be allocated to underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.
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Evaluator Aggressive financial ratios help investors to determine whether Evaluator 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 Evaluator with respect to the benefits of owning Evaluator Aggressive security.
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