Mawer Balanced Equity Positions Weight vs. Three Year Return
| 0P0000714D | CAD 37.15 0.06 0.16% |
For Mawer Balanced profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mawer Balanced to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mawer Balanced utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mawer Balanced's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mawer Balanced over time as well as its relative position and ranking within its peers.
Mawer |
Mawer Balanced Three Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Mawer Balanced's current stock value. Our valuation model uses many indicators to compare Mawer Balanced value to that of its competitors to determine the firm's financial worth. Mawer Balanced is the top fund in equity positions weight among similar funds. It also is the top fund in three year return among similar funds reporting about 0.09 of Three Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Three Year Return for Mawer Balanced is roughly 10.60 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mawer Balanced by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mawer Balanced's Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Mawer Three Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Mawer Balanced |
| = | 58.09 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Mawer Balanced |
| = | 5.48 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Mawer Three Year Return Comparison
Mawer Balanced is currently under evaluation in three year return among similar funds.
Mawer Balanced Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Mawer Balanced, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mawer Balanced will eventually generate negative long term returns. The profitability progress is the general direction of Mawer Balanced's change in net profit over the period of time. It can combine multiple indicators of Mawer Balanced, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The investment objective of the Mawer Balanced Fund is to achieve above-average long-term returns from income and capital gains. Mawer Balanced is traded on Toronto Stock Exchange in Canada.
Mawer Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mawer Balanced. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Mawer Balanced position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Mawer Balanced's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Mawer Balanced without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Performance AnalysisCheck effects of mean-variance optimization against your current asset allocation |
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Use Investing Themes to Complement your Mawer Balanced position
In addition to having Mawer Balanced in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Agriculture ETFs Thematic Idea Now
Agriculture ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Agriculture ETFs theme has 12 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Agriculture ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Mawer Fund
To fully project Mawer Balanced's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mawer Balanced at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Mawer Balanced's income statement, its balance sheet, and the statement of cash flows.
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