Locorr Hedged Core Fund Fundamentals
| LHEIX Fund | 9.60 0.04 0.41% |
Locorr Hedged Core fundamentals help investors to digest information that contributes to Locorr Hedged's financial success or failures. It also enables traders to predict the movement of Locorr Mutual Fund. The fundamental analysis module provides a way to measure Locorr Hedged'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 Locorr Hedged mutual fund.
Locorr |
Locorr Hedged Core Mutual Fund One Year Return Analysis
Locorr Hedged's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Locorr Hedged One Year Return | (4.13) % |
Most of Locorr Hedged's fundamental indicators, such as One 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, Locorr Hedged Core is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Locorr Hedged Core has an One Year Return of -4.13%. This is much lower than that of the Leuthold family and significantly lower than that of the Market Neutral category. The one year return for all United States funds is notably higher than that of the company.
Locorr Hedged Core Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Locorr Hedged's current stock value. Our valuation model uses many indicators to compare Locorr Hedged value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Locorr Hedged competition to find correlations between indicators driving Locorr Hedged's intrinsic value. More Info.Locorr Hedged Core is rated below average in year to date return among similar funds. It also is rated below average in one year return among similar funds . 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 Locorr Hedged's earnings, one of the primary drivers of an investment's value.Locorr One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Locorr Hedged's direct or indirect competition against its One Year 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 Locorr Hedged could also be used in its relative valuation, which is a method of valuing Locorr Hedged by comparing valuation metrics of similar companies.Locorr Hedged is rated below average in one year return among similar funds.
Fund Asset Allocation for Locorr Hedged
The fund invests 52.25% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (47.75%) .Asset allocation divides Locorr Hedged'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.
Locorr Fundamentals
| Year To Date Return | (3.03) % | |||
| One Year Return | (4.13) % | |||
| Net Asset | 3.97 M | |||
| Minimum Initial Investment | 1000 K | |||
| Holdings Turnover | 159.06 % | |||
| Cash Position Weight | 47.75 % | |||
| Equity Positions Weight | 52.25 % |
About Locorr Hedged Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Locorr Hedged Core's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Locorr Hedged using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Locorr Hedged Core 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.Other Information on Investing in Locorr Mutual Fund
Locorr Hedged financial ratios help investors to determine whether Locorr 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 Locorr with respect to the benefits of owning Locorr Hedged security.
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