Martin Currie Emerging Fund Fundamentals
| MCECX Fund | USD 12.58 0.18 1.41% |
Martin Currie Emerging fundamentals help investors to digest information that contributes to Martin Currie's financial success or failures. It also enables traders to predict the movement of Martin Mutual Fund. The fundamental analysis module provides a way to measure Martin Currie'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 Martin Currie mutual fund.
Martin |
Martin Currie Emerging Mutual Fund Year To Date Return Analysis
Martin Currie's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Martin Currie Year To Date Return | 5.54 % |
Most of Martin Currie's fundamental indicators, such as Year To Date 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, Martin Currie Emerging is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Martin Currie Emerging has a Year To Date Return of 5.5416%. This is much higher than that of the Legg Mason family and significantly higher than that of the Diversified Emerging Mkts category. The year to date return for all United States funds is notably lower than that of the firm.
Martin Currie Emerging Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Martin Currie's current stock value. Our valuation model uses many indicators to compare Martin Currie value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Martin Currie competition to find correlations between indicators driving Martin Currie's intrinsic value. More Info.Martin Currie Emerging is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 1,847 of Year To Date Return per Annual Yield. 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 Martin Currie's earnings, one of the primary drivers of an investment's value.Martin Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Martin Currie's direct or indirect competition against its Year To Date 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 Martin Currie could also be used in its relative valuation, which is a method of valuing Martin Currie by comparing valuation metrics of similar companies.Martin Currie is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Martin Currie
The fund invests 99.73% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.27%) .Asset allocation divides Martin Currie'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.
Martin Fundamentals
| Total Asset | 603.84 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 5.54 % | |||
| One Year Return | 12.08 % | |||
| Three Year Return | (6.91) % | |||
| Five Year Return | 0.35 % | |||
| Net Asset | 158.3 M | |||
| Last Dividend Paid | 0.28 | |||
| Cash Position Weight | 0.27 % | |||
| Equity Positions Weight | 99.73 % |
About Martin Currie Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Martin Currie Emerging's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Martin Currie using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Martin Currie Emerging 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.Under normal market conditions, the fund pursues its objective by investing at least 80 percent of its net assets plus borrowings for investment purposes, if any, in securities of issuers with substantial economic ties to one or more emerging market countries and other investments with similar economic characteristics. Martin Currie is traded on NASDAQ Exchange in the United States.
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Martin Currie financial ratios help investors to determine whether Martin 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 Martin with respect to the benefits of owning Martin Currie security.
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