Allianzgi Nfj Equity Positions Weight vs. Five Year Return
| ANPRX Fund | USD 31.17 0.36 1.17% |
For Allianzgi Nfj profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Allianzgi Nfj to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Allianzgi Nfj Mid Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Allianzgi Nfj's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Allianzgi Nfj Mid Cap over time as well as its relative position and ranking within its peers.
ALLIANZGI |
Allianzgi Nfj Mid Five Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Allianzgi Nfj's current stock value. Our valuation model uses many indicators to compare Allianzgi Nfj value to that of its competitors to determine the firm's financial worth. Allianzgi Nfj Mid Cap is rated below average in equity positions weight among similar funds. It also is rated below average in five year return among similar funds reporting about 0.08 of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for Allianzgi Nfj Mid Cap is roughly 11.82 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Allianzgi Nfj's earnings, one of the primary drivers of an investment's value.ALLIANZGI Five 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.
Allianzgi Nfj |
| = | 99.22 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Allianzgi Nfj |
| = | 8.40 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
ALLIANZGI Five Year Return Comparison
Allianzgi Nfj is fifth largest fund in five year return among similar funds.
Allianzgi Nfj Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Allianzgi Nfj, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Allianzgi Nfj will eventually generate negative long term returns. The profitability progress is the general direction of Allianzgi Nfj's change in net profit over the period of time. It can combine multiple indicators of Allianzgi Nfj, 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 fund seeks to achieve its investment objective by normally investing at least 80 percent of its net assets in common stocks and other equity securities of companies with medium market capitalizations. It normally invests significantly in securities that the portfolio managers expect will generate income . The portfolio managers use a value investing style focusing on companies whose securities the portfolio managers believe have attractive valuation and fundamental strength.
ALLIANZGI Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Allianzgi Nfj. 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 Allianzgi Nfj 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 Allianzgi Nfj's important profitability drivers and their relationship over time.
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Use Investing Themes to Complement your Allianzgi Nfj position
In addition to having Allianzgi Nfj 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?
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Large Value Funds
Funds or Etfs that invest in the undervalued stocks of large-sized companies. The Large Value Funds theme has 39 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 Large Value Funds Theme or any other thematic opportunities.
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Other Information on Investing in ALLIANZGI Mutual Fund
To fully project Allianzgi Nfj's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Allianzgi Nfj Mid 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 Allianzgi Nfj's income statement, its balance sheet, and the statement of cash flows.
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