Berwyn Nerstone Cash Position Weight vs. Last Dividend Paid
| BERCX Fund | USD 20.35 0.01 0.05% |
For Berwyn Nerstone profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Berwyn Nerstone to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Berwyn Nerstone Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Berwyn Nerstone's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Berwyn Nerstone Fund over time as well as its relative position and ranking within its peers.
Berwyn |
Berwyn Nerstone Last Dividend Paid vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Berwyn Nerstone's current stock value. Our valuation model uses many indicators to compare Berwyn Nerstone value to that of its competitors to determine the firm's financial worth. Berwyn Nerstone Fund is rated below average in cash position weight among similar funds. It is fifth largest fund in last dividend paid among similar funds creating about 0.06 of Last Dividend Paid per Cash Position Weight. The ratio of Cash Position Weight to Last Dividend Paid for Berwyn Nerstone Fund is roughly 15.47 . 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 Berwyn Nerstone's earnings, one of the primary drivers of an investment's value.Berwyn Last Dividend Paid 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.
Berwyn Nerstone |
| = | 2.63 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
Berwyn Nerstone |
| = | 0.17 |
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
Berwyn Last Dividend Paid Comparison
Berwyn Nerstone is fourth largest fund in last dividend paid among similar funds.
Berwyn Nerstone Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Berwyn Nerstone, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Berwyn Nerstone will eventually generate negative long term returns. The profitability progress is the general direction of Berwyn Nerstone's change in net profit over the period of time. It can combine multiple indicators of Berwyn Nerstone, 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 will invest at least 80 percent of its net assets in common stocks of mid-capitalization U.S. companies. It generally invests in companies that its sub-adviser believes to be undervalued. The subadvisers investment approach relies heavily on valuation history to identify opportunities and prioritizes companies with durable businesses, strong balance sheets, and improving fundamental prospects.
Berwyn Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Berwyn Nerstone. 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 Berwyn Nerstone 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 Berwyn Nerstone'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 Berwyn Nerstone 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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Positions RatingsDetermine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |
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Use Investing Themes to Complement your Berwyn Nerstone position
In addition to having Berwyn Nerstone 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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Personal Services
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Personal Services theme has 61 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 Personal Services Theme or any other thematic opportunities.
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Other Information on Investing in Berwyn Mutual Fund
To fully project Berwyn Nerstone's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Berwyn Nerstone 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 Berwyn Nerstone's income statement, its balance sheet, and the statement of cash flows.
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