Equity Growth Strategy Fund Fundamentals
Equity Growth Strategy fundamentals help investors to digest information that contributes to Equity Growth's financial success or failures. It also enables traders to predict the movement of Equity Mutual Fund. The fundamental analysis module provides a way to measure Equity Growth'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 Equity Growth mutual fund.
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Equity Growth Strategy Mutual Fund Price To Earning Analysis
Equity Growth's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Current Equity Growth Price To Earning | 15.92 X |
Most of Equity Growth's fundamental indicators, such as Price To Earning, 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, Equity Growth Strategy is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
CompetitionBased on the latest financial disclosure, Equity Growth Strategy has a Price To Earning of 15.92 times. This is 309.25% higher than that of the Russell family and significantly higher than that of the Allocation--70% to 85% Equity category. The price to earning for all United States funds is notably lower than that of the firm.
Equity Growth Strategy Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Equity Growth's current stock value. Our valuation model uses many indicators to compare Equity Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Equity Growth competition to find correlations between indicators driving Equity Growth's intrinsic value. More Info.Equity Growth Strategy is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Equity Growth Strategy is roughly 9.65 . 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 Equity Growth's earnings, one of the primary drivers of an investment's value.Equity Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Equity Growth's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Equity Growth could also be used in its relative valuation, which is a method of valuing Equity Growth by comparing valuation metrics of similar companies.Equity Growth is currently under evaluation in price to earning among similar funds.
Fund Asset Allocation for Equity Growth
The fund invests 36.37% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (7.76%) , cash (52.88%) and various exotic instruments.Asset allocation divides Equity Growth'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.
Equity Fundamentals
| Price To Earning | 15.92 X | |||
| Price To Book | 1.65 X | |||
| Price To Sales | 1.15 X | |||
| Total Asset | 358.39 M | |||
| One Year Return | (6.09) % | |||
| Three Year Return | (0.67) % | |||
| Five Year Return | 1.53 % | |||
| Ten Year Return | 5.72 % | |||
| Net Asset | 358.39 M | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 52.88 % | |||
| Equity Positions Weight | 36.37 % | |||
| Bond Positions Weight | 7.76 % |
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.Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Other Consideration for investing in Equity Mutual Fund
If you are still planning to invest in Equity Growth Strategy check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Equity Growth's history and understand the potential risks before investing.
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