Global Centrated Portfolio Fund Equity Positions Weight
| MLNCX Fund | USD 23.14 0.06 0.26% |
Global Centrated Portfolio fundamentals help investors to digest information that contributes to Global Concentrated's financial success or failures. It also enables traders to predict the movement of Global Mutual Fund. The fundamental analysis module provides a way to measure Global Concentrated'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 Global Concentrated mutual fund.
Global |
Global Centrated Portfolio Mutual Fund Equity Positions Weight Analysis
Global Concentrated'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 Global Concentrated Equity Positions Weight | 99.05 % |
Most of Global Concentrated'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, Global Centrated Portfolio 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, Global Centrated Portfolio has an Equity Positions Weight of 99%. This is much higher than that of the Morgan Stanley family and significantly higher than that of the World Large-Stock Growth category. The equity positions weight for all United States funds is notably lower than that of the firm.
Global Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Global Concentrated'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 Global Concentrated could also be used in its relative valuation, which is a method of valuing Global Concentrated by comparing valuation metrics of similar companies.Global Centrated is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Global Concentrated
The fund invests 99.05% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.95%) .Asset allocation divides Global Concentrated'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.
Global Fundamentals
| Total Asset | 91.87 M | ||||
| Year To Date Return | 34.84 % | ||||
| One Year Return | 40.26 % | ||||
| Three Year Return | 5.84 % | ||||
| Five Year Return | 12.73 % | ||||
| Net Asset | 22.37 M | ||||
| Cash Position Weight | 0.95 % | ||||
| Equity Positions Weight | 99.05 % |
About Global Concentrated Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Global Centrated Portfolio's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Global Concentrated using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Global Centrated Portfolio 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.
Also Currently Popular
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 Global Mutual Fund
Global Concentrated financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Concentrated security.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital |