Holistic Financial Partners Boosts Position in AbbVie Inc.
| CWGFX Fund | USD 67.23 0.16 0.24% |
Slightly above 55% of Capital World's investor base is interested to short. The analysis of overall sentiment of trading Capital World Growth mutual fund suggests that many investors are impartial at this time. Capital World's investing sentiment can be driven by a variety of factors including economic data, Capital World's earnings reports, geopolitical events, and overall market trends.
Capital |
Holistic Financial Partners boosted its position in shares of AbbVie Inc. by 3.4 percent during the third quarter, Holdings Channel reports. The firm owned 2,710 shares of the companys stock after buying an additional 90 shares during the quarter. Holistic Financial Partners holdings in AbbVie were worth 535,000 at the end of
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Capital World Fundamental Analysis
We analyze Capital World's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Capital World using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Capital World 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.
Ten Year Return
Ten Year Return Comparative Analysis
Capital World is currently under evaluation in ten year return among similar funds. 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.
Capital World Growth Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Capital World mutual fund to make a market-neutral strategy. Peer analysis of Capital World could also be used in its relative valuation, which is a method of valuing Capital World by comparing valuation metrics with similar companies.
Peers
Capital World Related Equities
| CIBFX | Capital Income | 1.11 | ||||
| IFAFX | Income Fund | 0.94 | ||||
| AFIFX | American Funds | 0.24 | ||||
| GFAFX | Growth Fund | 0.03 | ||||
| NWFFX | New World | 0.08 |
Other Information on Investing in Capital Mutual Fund
Capital World financial ratios help investors to determine whether Capital 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 Capital with respect to the benefits of owning Capital World security.
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| Fundamental Analysis View fundamental data based on most recent published financial statements |