Baird Midcap Cash Position Weight vs. Minimum Initial Investment
| BMDIX Fund | USD 26.31 0.01 0.04% |
For Baird Midcap profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Baird Midcap to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Baird Midcap Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Baird Midcap's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Baird Midcap Fund over time as well as its relative position and ranking within its peers.
Baird |
Baird Midcap Minimum Initial Investment vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Baird Midcap's current stock value. Our valuation model uses many indicators to compare Baird Midcap value to that of its competitors to determine the firm's financial worth. Baird Midcap Fund is rated below average in cash position weight among similar funds. It is the top fund in minimum initial investment among similar funds making about 13,812 of Minimum Initial Investment 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 Baird Midcap's earnings, one of the primary drivers of an investment's value.Baird Minimum Initial Investment 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.
Baird Midcap |
| = | 1.81 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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.
Baird Midcap |
| = | 25 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.
Baird Minimum Initial Investment Comparison
Baird Midcap is currently under evaluation in minimum initial investment among similar funds.
Baird Midcap Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Baird Midcap, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Baird Midcap will eventually generate negative long term returns. The profitability progress is the general direction of Baird Midcap's change in net profit over the period of time. It can combine multiple indicators of Baird Midcap, 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 normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in the equity securities of U.S. and foreign mid-capitalization companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts that are traded on major U.S. exchanges. Although the fund principally invests in U.S. companies, the fund may invest up to 15 percent of its total assets in equity securities of foreign companies.
Baird Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Baird Midcap. 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 Baird Midcap 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 Baird Midcap's important profitability drivers and their relationship over time.
Use Baird Midcap 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 Baird Midcap 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 Baird Midcap will appreciate offsetting losses from the drop in the long position's value.Baird Midcap Pair Trading
Baird Midcap Fund Pair Trading Analysis
The ability to find closely correlated positions to Baird Midcap could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Baird Midcap 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 Baird Midcap - 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 Baird Midcap Fund to buy it.
The correlation of Baird Midcap 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 Baird Midcap moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baird Midcap 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 Baird Midcap 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 Baird Midcap position
In addition to having Baird Midcap 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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JPY Crypto Assets
An experimental p2p digital currency that is accepted by many vendors in Japanese Yen. The JPY Crypto Assets theme has 0 constituents at this time.
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Other Information on Investing in Baird Mutual Fund
To fully project Baird Midcap's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Baird Midcap 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 Baird Midcap's income statement, its balance sheet, and the statement of cash flows.
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