Crm Mid One Year Return vs. Equity Positions Weight
| CRIMX Fund | USD 26.53 0.34 1.30% |
For Crm Mid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Crm Mid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Crm Mid Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Crm Mid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Crm Mid Cap over time as well as its relative position and ranking within its peers.
CRM |
Crm Mid Cap Equity Positions Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Crm Mid's current stock value. Our valuation model uses many indicators to compare Crm Mid value to that of its competitors to determine the firm's financial worth. Crm Mid Cap is the top fund in one year return among similar funds. It also is the top fund in equity positions weight among similar funds making about 4.09 of Equity Positions Weight per One Year Return. 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 Crm Mid's earnings, one of the primary drivers of an investment's value.CRM Equity Positions Weight vs. One Year Return
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.
Crm Mid |
| = | 23.61 % |
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Crm Mid |
| = | 96.66 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
CRM Equity Positions Weight Comparison
Crm Mid is currently under evaluation in equity positions weight among similar funds.
Crm Mid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Crm Mid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Crm Mid will eventually generate negative long term returns. The profitability progress is the general direction of Crm Mid's change in net profit over the period of time. It can combine multiple indicators of Crm Mid, 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, under normal circumstances, invests at least 80 percent of its assets in equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase within the range of those in the Russell Midcap Value Index that are publicly traded on a U.S. securities market.
CRM Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Crm Mid. 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 Crm Mid 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 Crm Mid's important profitability drivers and their relationship over time.
Use Crm Mid 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 Crm Mid 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 Crm Mid will appreciate offsetting losses from the drop in the long position's value.Crm Mid Pair Trading
Crm Mid Cap Pair Trading Analysis
The ability to find closely correlated positions to Crm Mid could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Crm Mid 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 Crm Mid - 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 Crm Mid Cap to buy it.
The correlation of Crm Mid 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 Crm Mid moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Crm Mid 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 Crm Mid 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 Crm Mid position
In addition to having Crm Mid 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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Information Technology ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Information Technology ETFs theme has 50 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 Information Technology ETFs Theme or any other thematic opportunities.
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Other Information on Investing in CRM Mutual Fund
To fully project Crm Mid's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Crm Mid 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 Crm Mid's income statement, its balance sheet, and the statement of cash flows.
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