Modern Capital Tactical Fund Equity Positions Weight
| MCTDX Fund | USD 10.86 0.02 0.18% |
Modern Capital Tactical fundamentals help investors to digest information that contributes to Modern Capital's financial success or failures. It also enables traders to predict the movement of Modern Mutual Fund. The fundamental analysis module provides a way to measure Modern Capital'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 Modern Capital mutual fund.
Modern |
Modern Capital Tactical Mutual Fund Equity Positions Weight Analysis
Modern Capital'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 Modern Capital Equity Positions Weight | 46.78 % |
Most of Modern Capital'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, Modern Capital Tactical 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, Modern Capital Tactical has an Equity Positions Weight of 46.78%. This is much higher than that of the Modern Capital 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.
Modern Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Modern Capital'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 Modern Capital could also be used in its relative valuation, which is a method of valuing Modern Capital by comparing valuation metrics of similar companies.Modern Capital is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Modern Capital
The fund invests 46.78% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (3.83%) , cash (45.42%) and various exotic instruments.Asset allocation divides Modern Capital'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.
Modern Fundamentals
| Total Asset | 24.5 M | |||
| Annual Yield | 0.11 % | |||
| Net Asset | 39.57 M | |||
| Cash Position Weight | 45.42 % | |||
| Equity Positions Weight | 46.78 % | |||
| Bond Positions Weight | 3.83 % |
About Modern Capital Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Modern Capital Tactical's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Modern Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Modern Capital Tactical 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 Modern Mutual Fund
Modern Capital financial ratios help investors to determine whether Modern 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 Modern with respect to the benefits of owning Modern Capital security.
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