Acclivity Mid Minimum Initial Investment vs. Net Asset
| AXMNX Fund | USD 16.07 0.14 0.88% |
For Acclivity Mid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Acclivity Mid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Acclivity Mid Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Acclivity Mid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Acclivity Mid Cap over time as well as its relative position and ranking within its peers.
Acclivity |
Acclivity Mid Cap Net Asset vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Acclivity Mid's current stock value. Our valuation model uses many indicators to compare Acclivity Mid value to that of its competitors to determine the firm's financial worth. Acclivity Mid Cap is fifth largest fund in minimum initial investment among similar funds. It is rated below average in net asset among similar funds making up about 17.73 of Net Asset per Minimum Initial Investment. 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 Acclivity Mid's earnings, one of the primary drivers of an investment's value.Acclivity Net Asset vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Acclivity Mid |
| = | 5 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Acclivity Mid |
| = | 88.63 K |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Acclivity Net Asset Comparison
Acclivity Mid is rated below average in net asset among similar funds.
Acclivity Mid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Acclivity Mid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Acclivity Mid will eventually generate negative long term returns. The profitability progress is the general direction of Acclivity Mid's change in net profit over the period of time. It can combine multiple indicators of Acclivity Mid, 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.
Under normal market conditions, the adviser is expected to hold approximately 300 different stocks, where no individual issuer represents more than 5 percent of the portfolio total value. The adviser defines a mid-capitalization company as any company that is neither in the highest 80 percent of U.S. aggregate market capitalization nor in the lowest 8 percent of U.S. aggregate market capitalization. As a non-fundamental policy, the fund will invest at least 80 percent of its total assets in equity securities of mid-cap companies. It may obtain exposure to equity securities through futures and options on futures contracts.
Acclivity Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Acclivity Mid. 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 Acclivity Mid 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 Acclivity Mid's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Acclivity Mid 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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Price Exposure ProbabilityAnalyze equity upside and downside potential for a given time horizon across multiple markets |
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Use Investing Themes to Complement your Acclivity Mid position
In addition to having Acclivity Mid 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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Alternative Currency ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Alternative Currency ETFs theme has 48 constituents at this time.
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Other Information on Investing in Acclivity Mutual Fund
To fully project Acclivity Mid's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Acclivity Mid Cap 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 Acclivity Mid's income statement, its balance sheet, and the statement of cash flows.
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