Causeway Concentrated Equity Positions Weight vs. Net Asset
| CCEVXDelisted Fund | USD 9.96 0.00 0.00% |
For Causeway Concentrated profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Causeway Concentrated to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Causeway Concentrated Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Causeway Concentrated's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Causeway Concentrated Equity over time as well as its relative position and ranking within its peers.
Causeway |
Causeway Concentrated Net Asset vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Causeway Concentrated's current stock value. Our valuation model uses many indicators to compare Causeway Concentrated value to that of its competitors to determine the firm's financial worth. Causeway Concentrated Equity is the top fund in equity positions weight among similar funds. It is second largest fund in net asset among similar funds making up about 57,212 of Net Asset per Equity Positions 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 Causeway Concentrated's earnings, one of the primary drivers of an investment's value.Causeway Net Asset vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Causeway Concentrated |
| = | 96.52 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
Causeway Concentrated |
| = | 5.52 M |
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.
Causeway Net Asset Comparison
Causeway Concentrated is currently under evaluation in net asset among similar funds.
Causeway Concentrated Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Causeway Concentrated, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Causeway Concentrated will eventually generate negative long term returns. The profitability progress is the general direction of Causeway Concentrated's change in net profit over the period of time. It can combine multiple indicators of Causeway Concentrated, 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 at least 80 percent of its total assets in equity securities of companies in the U.S and in developed and emerging countries outside the U.S. Causeway Concentrated is traded on NASDAQ Exchange in the United States.
Causeway Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Causeway Concentrated. 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 Causeway Concentrated 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 Causeway Concentrated's important profitability drivers and their relationship over time.
Use Causeway Concentrated 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 Causeway Concentrated 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 Causeway Concentrated will appreciate offsetting losses from the drop in the long position's value.Causeway Concentrated Pair Trading
Causeway Concentrated Equity Pair Trading Analysis
The ability to find closely correlated positions to Causeway Concentrated could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Causeway Concentrated 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 Causeway Concentrated - 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 Causeway Concentrated Equity to buy it.
The correlation of Causeway Concentrated 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 Causeway Concentrated moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Causeway Concentrated 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 Causeway Concentrated 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 Causeway Concentrated position
In addition to having Causeway Concentrated 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 Money Market Funds Thematic Idea Now
Money Market Funds
Funds or Etfs investing in various types of short-term (less than one year) fixed income instruments of high-quality and liquidity. The Money Market Funds theme has 45 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 Money Market Funds Theme or any other thematic opportunities.
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Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Other Consideration for investing in Causeway Mutual Fund
If you are still planning to invest in Causeway Concentrated check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Causeway Concentrated's history and understand the potential risks before investing.
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