1919 Socially Responsive Fund Equity Positions Weight
| LMRNX Fund | USD 32.07 0.15 0.47% |
1919 Socially Responsive fundamentals help investors to digest information that contributes to 1919 Socially's financial success or failures. It also enables traders to predict the movement of 1919 Mutual Fund. The fundamental analysis module provides a way to measure 1919 Socially'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 1919 Socially mutual fund.
1919 |
1919 Socially Responsive Mutual Fund Equity Positions Weight Analysis
1919 Socially'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 1919 Socially Equity Positions Weight | 67.37 % |
Most of 1919 Socially'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, 1919 Socially Responsive 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, 1919 Socially Responsive has an Equity Positions Weight of 67%. This is much higher than that of the 1919 Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The equity positions weight for all United States funds is notably lower than that of the firm.
1919 Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses 1919 Socially'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 1919 Socially could also be used in its relative valuation, which is a method of valuing 1919 Socially by comparing valuation metrics of similar companies.1919 Socially is rated below average in equity positions weight among similar funds.
Fund Asset Allocation for 1919 Socially
The fund invests 67.37% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (26.26%) , cash (6.06%) and various exotic instruments.Asset allocation divides 1919 Socially'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.
1919 Fundamentals
| Price To Earning | 19.58 X | ||||
| Price To Book | 3.05 X | ||||
| Price To Sales | 1.98 X | ||||
| Total Asset | 378.4 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 17.25 % | ||||
| One Year Return | 23.54 % | ||||
| Three Year Return | 4.21 % | ||||
| Five Year Return | 10.53 % | ||||
| Ten Year Return | 9.25 % | ||||
| Net Asset | 716.17 M | ||||
| Minimum Initial Investment | 1000 K | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 6.06 % | ||||
| Equity Positions Weight | 67.37 % | ||||
| Bond Positions Weight | 26.26 % |
About 1919 Socially Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze 1919 Socially Responsive's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of 1919 Socially using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of 1919 Socially Responsive 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 1919 Mutual Fund
1919 Socially financial ratios help investors to determine whether 1919 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 1919 with respect to the benefits of owning 1919 Socially security.
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