Avantis Emerging Three Year Return vs. Equity Positions Weight
| AVEEX Fund | USD 12.10 0.04 0.33% |
For Avantis Emerging profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Avantis Emerging to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Avantis Emerging Markets utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Avantis Emerging's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Avantis Emerging Markets over time as well as its relative position and ranking within its peers.
Avantis |
Avantis Emerging Markets Equity Positions Weight vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Avantis Emerging's current stock value. Our valuation model uses many indicators to compare Avantis Emerging value to that of its competitors to determine the firm's financial worth. Avantis Emerging Markets is the top fund in three year return among similar funds. It also is the top fund in equity positions weight among similar funds making about 109.56 of Equity Positions Weight per Three Year Return. 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 Avantis Emerging's earnings, one of the primary drivers of an investment's value.Avantis Equity Positions Weight vs. Three Year Return
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.
Avantis Emerging |
| = | 0.90 % |
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Avantis Emerging |
| = | 98.71 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Avantis Equity Positions Weight Comparison
Avantis Emerging is currently under evaluation in equity positions weight among similar funds.
Avantis Emerging Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Avantis Emerging, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Avantis Emerging will eventually generate negative long term returns. The profitability progress is the general direction of Avantis Emerging's change in net profit over the period of time. It can combine multiple indicators of Avantis Emerging, 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 invests primarily in a diverse group of companies related to emerging markets across market sectors, industry groups and countries. It may invest in companies of all market capitalizations. Under normal market conditions, the fund will invest at least 80 percent of its assets in equity securities of companies related to emerging market countries. The fund managers consider an emerging market country to be any country other than a developed country.
Avantis Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Avantis Emerging. 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 Avantis Emerging 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 Avantis Emerging's important profitability drivers and their relationship over time.
Use Avantis Emerging in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Avantis Emerging position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Avantis Emerging will appreciate offsetting losses from the drop in the long position's value.Avantis Emerging Pair Trading
Avantis Emerging Markets Pair Trading Analysis
The ability to find closely correlated positions to Avantis Emerging could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Avantis Emerging when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Avantis Emerging - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Avantis Emerging Markets to buy it.
The correlation of Avantis Emerging is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Avantis Emerging moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Avantis Emerging Markets moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Avantis Emerging can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Avantis Emerging position
In addition to having Avantis Emerging 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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Municipals ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Municipals ETFs theme has 109 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 Municipals ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Avantis Mutual Fund
To fully project Avantis Emerging's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Avantis Emerging Markets 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 Avantis Emerging's income statement, its balance sheet, and the statement of cash flows.
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