Portfolio 21 Global Fund Filter Stocks by Fundamentals
Portfolio 21 Global fundamentals help investors to digest information that contributes to Portfolio's financial success or failures. It also enables traders to predict the movement of Portfolio Mutual Fund. The fundamental analysis module provides a way to measure Portfolio'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 Portfolio mutual fund.
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Fund Asset Allocation for Portfolio
The fund consists of 97.66% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Portfolio'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.
Portfolio Fundamentals
| Price To Earning | 17.36 X | ||||
| Price To Book | 2.56 X | ||||
| Price To Sales | 1.69 X | ||||
| Total Asset | 645.52 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 2.07 % | ||||
| One Year Return | (0.01) % | ||||
| Three Year Return | 2.39 % | ||||
| Five Year Return | 13.19 % | ||||
| Ten Year Return | 8.97 % | ||||
| Net Asset | 893.89 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.21 | ||||
| Cash Position Weight | 2.34 % | ||||
| Equity Positions Weight | 97.66 % |
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.| ZLAB | Zai Lab | |
| ASLE | AerSale Corp | |
| ATS | AT S Austria |
Other Information on Investing in Portfolio Mutual Fund
Portfolio financial ratios help investors to determine whether Portfolio 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 Portfolio with respect to the benefits of owning Portfolio security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |