Heritage Fund Investor Fund Filter Stocks by Fundamentals
| TWHIX Fund | USD 28.91 0.44 1.55% |
Heritage Fund Investor fundamentals help investors to digest information that contributes to Heritage Fund's financial success or failures. It also enables traders to predict the movement of Heritage Mutual Fund. The fundamental analysis module provides a way to measure Heritage Fund'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 Heritage Fund mutual fund.
Heritage |
Did you try this?
Run Efficient Frontier Now
Efficient FrontierPlot and analyze your portfolio and positions against risk-return landscape of the market. |
| All Next | Launch Module |
Fund Asset Allocation for Heritage Fund
The fund consists of 98.09% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Heritage Fund'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.
Heritage Fundamentals
| Price To Earning | 23.93 X | ||||
| Price To Book | 4.79 X | ||||
| Price To Sales | 2.45 X | ||||
| Total Asset | 3.69 B | ||||
| Year To Date Return | 25.37 % | ||||
| One Year Return | 38.85 % | ||||
| Three Year Return | 0.77 % | ||||
| Five Year Return | 12.23 % | ||||
| Ten Year Return | 12.64 % | ||||
| Net Asset | 5.49 B | ||||
| Cash Position Weight | 1.91 % | ||||
| Equity Positions Weight | 98.09 % |
About Heritage Fund Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Heritage Fund Investor's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Heritage Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Heritage Fund Investor 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 Heritage Mutual Fund
Heritage Fund financial ratios help investors to determine whether Heritage 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 Heritage with respect to the benefits of owning Heritage Fund security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes |