Fundx Upgrader Fund Fundamentals
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Fundx Upgrader's long-term financial health and intrinsic value.
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Fundx Upgrader Fund Mutual Fund Price To Sales Analysis
Fundx Upgrader's Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.
Current Fundx Upgrader Price To Sales | 1.40 X |
Most of Fundx Upgrader's fundamental indicators, such as Price To Sales, 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, Fundx Upgrader Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
CompetitionBased on the latest financial disclosure, Fundx Upgrader Fund has a Price To Sales of 1.4 times. This is much higher than that of the Fund X family and significantly higher than that of the Large Growth category. The price to sales for all United States funds is notably lower than that of the firm.
Fundx Upgrader Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fundx Upgrader's current stock value. Our valuation model uses many indicators to compare Fundx Upgrader value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fundx Upgrader competition to find correlations between indicators driving Fundx Upgrader's intrinsic value. More Info.Fundx Upgrader Fund is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fundx Upgrader Fund is roughly 8.97 . 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 Fundx Upgrader's earnings, one of the primary drivers of an investment's value.Fundx Price To Sales Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fundx Upgrader's direct or indirect competition against its Price To Sales to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Fundx Upgrader could also be used in its relative valuation, which is a method of valuing Fundx Upgrader by comparing valuation metrics of similar companies.Fundx Upgrader is currently under evaluation in price to sales among similar funds.
Fund Asset Allocation for Fundx Upgrader
The fund consists of 96.21% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Fundx Upgrader'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.
Fundx Fundamentals
| Price To Earning | 18.48 X | |||
| Price To Book | 2.06 X | |||
| Price To Sales | 1.40 X | |||
| Total Asset | 233.04 M | |||
| One Year Return | 9.95 % | |||
| Three Year Return | 9.33 % | |||
| Five Year Return | 6.59 % | |||
| Ten Year Return | 9.53 % | |||
| Net Asset | 233.04 M | |||
| Minimum Initial Investment | 1 K | |||
| Cash Position Weight | 2.98 % | |||
| Equity Positions Weight | 96.21 % | |||
| Bond Positions Weight | 0.02 % |
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 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 signals in small area income & poverty estimates. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
Other Consideration for investing in Fundx Mutual Fund
If you are still planning to invest in Fundx Upgrader 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 Fundx Upgrader's history and understand the potential risks before investing.
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