Evolutionary Tree Innovators Fund Fundamentals
| INVNX Fund | USD 22.25 0.01 0.04% |
Evolutionary Tree Innovators fundamentals help investors to digest information that contributes to Evolutionary Tree's financial success or failures. It also enables traders to predict the movement of Evolutionary Mutual Fund. The fundamental analysis module provides a way to measure Evolutionary Tree'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 Evolutionary Tree mutual fund.
Evolutionary |
Evolutionary Tree Innovators Mutual Fund Equity Positions Weight Analysis
Evolutionary Tree's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Evolutionary Tree Equity Positions Weight | 93.21 % |
Most of Evolutionary Tree's fundamental indicators, such as Equity Positions Weight, 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, Evolutionary Tree Innovators is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Evolutionary Tree Innovators has an Equity Positions Weight of 93%. This is much higher than that of the Evolutionary Tree family and significantly higher than that of the Large Growth category. The equity positions weight for all United States funds is notably lower than that of the firm.
Evolutionary Tree Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Evolutionary Tree's current stock value. Our valuation model uses many indicators to compare Evolutionary Tree value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Evolutionary Tree competition to find correlations between indicators driving Evolutionary Tree's intrinsic value. More Info.Evolutionary Tree Innovators is currently considered the top fund in net asset among similar funds. It also is currently considered the top fund in cash position weight among similar funds . The ratio of Net Asset to Cash Position Weight for Evolutionary Tree Innovators is about 4,048,624 . 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 Evolutionary Tree's earnings, one of the primary drivers of an investment's value.Evolutionary Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Evolutionary Tree's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Evolutionary Tree could also be used in its relative valuation, which is a method of valuing Evolutionary Tree by comparing valuation metrics of similar companies.Evolutionary Tree is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Evolutionary Tree
The fund consists of 93.21% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Evolutionary Tree'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.
Evolutionary Fundamentals
| Total Asset | 20.9 M | |||
| Net Asset | 27.49 M | |||
| Cash Position Weight | 6.79 % | |||
| Equity Positions Weight | 93.21 % |
About Evolutionary Tree Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Evolutionary Tree Innovators's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Evolutionary Tree using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Evolutionary Tree Innovators 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 investing principally in 25-35 growth-oriented equity securities, including domestic securities and foreign securities trading as American Depository Receipts . The Adviser selects leading innovative businesses that benefit from various types of innovation, including new products, new services, and innovative business models, for inclusion in the funds portfolio. It is non-diversified.
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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 Evolutionary Mutual Fund
Evolutionary Tree financial ratios help investors to determine whether Evolutionary 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 Evolutionary with respect to the benefits of owning Evolutionary Tree security.
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