Aam Select Bond Positions Weight vs. Cash Position Weight
| CPUIX Fund | USD 9.31 0.01 0.11% |
For Aam Select profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Aam Select to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Aam Select Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Aam Select's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Aam Select Income over time as well as its relative position and ranking within its peers.
Aam |
Aam Select Income Cash Position Weight vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Aam Select's current stock value. Our valuation model uses many indicators to compare Aam Select value to that of its competitors to determine the firm's financial worth. Aam Select Income is the top fund in bond positions weight among similar funds. It also is the top fund in cash position weight among similar funds creating about 0.03 of Cash Position Weight per Bond Positions Weight. The ratio of Bond Positions Weight to Cash Position Weight for Aam Select Income is roughly 37.44 . 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 Aam Select's earnings, one of the primary drivers of an investment's value.Aam Cash Position Weight vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Aam Select |
| = | 95.10 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Aam Select |
| = | 2.54 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Aam Cash Position Weight Comparison
Aam Select is currently under evaluation in cash position weight among similar funds.
Aam Select Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Aam Select, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Aam Select will eventually generate negative long term returns. The profitability progress is the general direction of Aam Select's change in net profit over the period of time. It can combine multiple indicators of Aam Select, 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 net assets, plus the amount of any borrowings for investment purposes, in bonds such as U.S. corporate debt obligations non-U.S. corporate and sovereign debt obligations residential and commercial mortgage-backed securities asset-backed securities U.S. government securities and convertible bonds. It may invest up to 25 percent of its total assets in lower rated fixed-income securities or, if unrated, determined to be of comparable credit quality by the funds advisor or sub-advisor.
Aam Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Aam Select. 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 Aam Select 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 Aam Select's important profitability drivers and their relationship over time.
Use Aam Select 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 Aam Select 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 Aam Select will appreciate offsetting losses from the drop in the long position's value.Aam Select Pair Trading
Aam Select Income Pair Trading Analysis
The ability to find closely correlated positions to Aam Select could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aam Select 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 Aam Select - 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 Aam Select Income to buy it.
The correlation of Aam Select 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 Aam Select moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aam Select Income 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 Aam Select 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 Aam Select position
In addition to having Aam Select 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 Manufacturing Thematic Idea Now
Manufacturing
Companies that provide goods across residential, commercial and industrial construction such as machinery, tools, or lumber production. The Manufacturing theme has 20 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 Manufacturing Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Aam Mutual Fund
To fully project Aam Select's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Aam Select Income 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 Aam Select's income statement, its balance sheet, and the statement of cash flows.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |