Evaluator Growth Rms Fund Minimum Initial Investment
Evaluator Growth Rms fundamentals help investors to digest information that contributes to Evaluator Growth'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 Growth'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 Growth mutual fund.
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Evaluator Growth Rms Mutual Fund Minimum Initial Investment Analysis
Evaluator Growth's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Evaluator Growth Minimum Initial Investment | 10 K |
Most of Evaluator Growth's fundamental indicators, such as Minimum Initial Investment, 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 Growth Rms is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
CompetitionBased on the recorded statements, Evaluator Growth Rms has a Minimum Initial Investment of 10 K. This is much higher than that of the E-Valuator funds family and significantly higher than that of the Allocation--70% to 85% Equity category. The minimum initial investment for all United States funds is notably lower than that of the firm.
Evaluator Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Evaluator Growth's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Evaluator Growth could also be used in its relative valuation, which is a method of valuing Evaluator Growth by comparing valuation metrics of similar companies.Evaluator Growth is rated # 2 fund in minimum initial investment among similar funds.
Fund Asset Allocation for Evaluator Growth
The fund consists of 71.02% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Evaluator Growth'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 | 296.93 M | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 14.97 % | |||
| One Year Return | 21.57 % | |||
| Three Year Return | 3.60 % | |||
| Five Year Return | 8.28 % | |||
| Net Asset | 249.71 M | |||
| Minimum Initial Investment | 10 K | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 5.74 % | |||
| Equity Positions Weight | 71.02 % | |||
| Bond Positions Weight | 16.15 % |
About Evaluator Growth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Evaluator Growth Rms's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Evaluator Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Evaluator Growth 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.
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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.Check out Investing Opportunities 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 various price indices. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Other Tools for Evaluator Mutual Fund
When running Evaluator Growth's price analysis, check to measure Evaluator Growth's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Evaluator Growth is operating at the current time. Most of Evaluator Growth's value examination focuses on studying past and present price action to predict the probability of Evaluator Growth's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Evaluator Growth's price. Additionally, you may evaluate how the addition of Evaluator Growth to your portfolios can decrease your overall portfolio volatility.
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