Allianzgi Small-cap Cash Position Weight vs. One Year Return
| AZBCX Fund | USD 24.76 0.12 0.48% |
For Allianzgi Small-cap profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Allianzgi Small-cap to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Allianzgi Small Cap Blend utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Allianzgi Small-cap's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Allianzgi Small Cap Blend over time as well as its relative position and ranking within its peers.
Allianzgi |
Allianzgi Small Cap One Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Allianzgi Small-cap's current stock value. Our valuation model uses many indicators to compare Allianzgi Small-cap value to that of its competitors to determine the firm's financial worth. Allianzgi Small Cap Blend is the top fund in cash position weight among similar funds. It also is the top fund in one year return among similar funds reporting about 13.00 of One Year Return per Cash Position Weight. 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 Small-cap's earnings, one of the primary drivers of an investment's value.Allianzgi One Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Allianzgi Small-cap |
| = | 2.85 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Allianzgi Small-cap |
| = | 37.06 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Allianzgi One Year Return Comparison
Allianzgi Small is currently under evaluation in one year return among similar funds.
Allianzgi Small-cap Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Allianzgi Small-cap, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Allianzgi Small-cap will eventually generate negative long term returns. The profitability progress is the general direction of Allianzgi Small-cap's change in net profit over the period of time. It can combine multiple indicators of Allianzgi Small-cap, 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 objective by normally investing at least 80 percent of its net assets in companies with smaller market capitalizations. The manager expects to invest principally in U.S. companies but may invest to a lesser extent in non-U.S. companies. The manager currently considers smaller market capitalization companies to be companies with market capitalizations that are smaller than the largest company in the funds benchmark, the Russell 2000 Index.
Allianzgi Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Allianzgi Small-cap. 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 Small-cap 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 Small-cap's important profitability drivers and their relationship over time.
| Cash Position Weight vs Year To Date Return | ||
| Three Year Return vs One Year Return | ||
| Cash Position Weight vs Five Year Return | ||
| Net Asset vs One Year Return | ||
| Cash Position Weight vs Equity Positions Weight |
Use Allianzgi Small-cap 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 Allianzgi Small-cap 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 Allianzgi Small-cap will appreciate offsetting losses from the drop in the long position's value.Allianzgi Small-cap Pair Trading
Allianzgi Small Cap Blend Pair Trading Analysis
The ability to find closely correlated positions to Allianzgi Small-cap could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Allianzgi Small-cap 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 Allianzgi Small-cap - 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 Allianzgi Small Cap Blend to buy it.
The correlation of Allianzgi Small-cap 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 Allianzgi Small-cap moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Allianzgi Small Cap 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 Allianzgi Small-cap 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 Allianzgi Small-cap position
In addition to having Allianzgi Small-cap 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 Large Value Funds Thematic Idea Now
Large Value Funds
Funds or Etfs that invest in the undervalued stocks of large-sized companies. The Large Value Funds theme has 46 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 Small-cap's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Allianzgi Small 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 Allianzgi Small-cap's income statement, its balance sheet, and the statement of cash flows.
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