Rbc Global Opportunities Fund Holdings Turnover
| RGPAX Fund | USD 21.63 0.17 0.79% |
Rbc Global Opportunities fundamentals help investors to digest information that contributes to Rbc Global's financial success or failures. It also enables traders to predict the movement of Rbc Mutual Fund. The fundamental analysis module provides a way to measure Rbc Global'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 Rbc Global mutual fund.
Rbc |
Rbc Global Opportunities Mutual Fund Holdings Turnover Analysis
Rbc Global's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
| Competition |
According to the company disclosure, Rbc Global Opportunities has a Holdings Turnover of 0.0%. This indicator is about the same for the RBC Global Asset Management. average (which is currently at 0.0) family and about the same as World Large-Stock Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Did you try this?
Run Idea Optimizer Now
Idea OptimizerUse advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |
| All Next | Launch Module |
Fund Asset Allocation for Rbc Global
The fund invests 99.61% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.39%) .Asset allocation divides Rbc Global'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.
Rbc Fundamentals
| Total Asset | 525.71 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 22.50 % | |||
| One Year Return | 28.59 % | |||
| Three Year Return | 1.59 % | |||
| Five Year Return | 9.02 % | |||
| Net Asset | 58.6 M | |||
| Cash Position Weight | 0.39 % | |||
| Equity Positions Weight | 99.61 % |
About Rbc Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Rbc Global Opportunities's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Rbc Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Rbc Global Opportunities 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 Rbc Mutual Fund
Rbc Global financial ratios help investors to determine whether Rbc 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 Rbc with respect to the benefits of owning Rbc Global security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |