Growth Opportunities Fund Ten Year Return
TGVFX Fund | USD 53.01 0.11 0.21% |
Growth Opportunities Fund fundamentals help investors to digest information that contributes to Growth Opportunities' financial success or failures. It also enables traders to predict the movement of Growth Mutual Fund. The fundamental analysis module provides a way to measure Growth Opportunities' 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 Growth Opportunities mutual fund.
Growth |
Growth Opportunities Fund Mutual Fund Ten Year Return Analysis
Growth Opportunities' Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Growth Opportunities Ten Year Return | 14.25 % |
Most of Growth Opportunities' fundamental indicators, such as Ten Year Return, 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, Growth Opportunities Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Competition |
Based on the latest financial disclosure, Growth Opportunities Fund has a Ten Year Return of 14.25%. This is much higher than that of the Touchstone family and significantly higher than that of the Large Growth category. The ten year return for all United States funds is notably lower than that of the firm.
Growth Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Growth Opportunities' direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Growth Opportunities could also be used in its relative valuation, which is a method of valuing Growth Opportunities by comparing valuation metrics of similar companies.Growth Opportunities is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Growth Opportunities
The fund consists of 97.81% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Growth Opportunities' 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.
Growth Fundamentals
Price To Earning | 22.19 X | ||||
Price To Book | 4.77 X | ||||
Price To Sales | 2.66 X | ||||
Total Asset | 52.86 M | ||||
Year To Date Return | 28.26 % | ||||
One Year Return | 37.93 % | ||||
Three Year Return | 9.67 % | ||||
Five Year Return | 17.59 % | ||||
Ten Year Return | 14.25 % | ||||
Net Asset | 140.19 M | ||||
Cash Position Weight | 2.20 % | ||||
Equity Positions Weight | 97.81 % |
About Growth Opportunities Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Growth Opportunities Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Growth Opportunities using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Growth Opportunities Fund 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 Growth Mutual Fund
Growth Opportunities financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Opportunities security.
Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |