First Investors Price To Sales vs. Equity Positions Weight
| FGINX Fund | USD 17.15 0.02 0.12% |
For First Investors profitability analysis, we use financial ratios and fundamental drivers that measure the ability of First Investors to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well First Investors Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between First Investors's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of First Investors Growth over time as well as its relative position and ranking within its peers.
First |
First Investors Growth Equity Positions Weight vs. Price To Sales Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining First Investors's current stock value. Our valuation model uses many indicators to compare First Investors value to that of its competitors to determine the firm's financial worth. First Investors Growth is one of the top funds in price to sales among similar funds. It also is one of the top funds in equity positions weight among similar funds making about 79.06 of Equity Positions Weight per Price To Sales. 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 First Investors' earnings, one of the primary drivers of an investment's value.First Equity Positions Weight vs. Price To Sales
Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.
First Investors |
| = | 1.26 X |
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
First Investors |
| = | 99.62 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
First Equity Positions Weight Comparison
First Investors is currently under evaluation in equity positions weight among similar funds.
First Investors Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in First Investors, profitability is also one of the essential criteria for including it into their portfolios because, without profit, First Investors will eventually generate negative long term returns. The profitability progress is the general direction of First Investors' change in net profit over the period of time. It can combine multiple indicators of First Investors, 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 primarily invests in common stocks that offer the potential for capital growth, current income or both. It primarily invests in common stocks of large-size companies. The fund may also invest in mid- and small-size companies.
First Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on First Investors. 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 First Investors 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 First Investors' important profitability drivers and their relationship over time.
Use First Investors 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 First Investors 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 First Investors will appreciate offsetting losses from the drop in the long position's value.First Investors Pair Trading
First Investors Growth Pair Trading Analysis
The ability to find closely correlated positions to First Investors could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace First Investors 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 First Investors - 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 First Investors Growth to buy it.
The correlation of First Investors 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 First Investors moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if First Investors Growth 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 First Investors 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 First Investors position
In addition to having First Investors 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 Small Growth Funds Thematic Idea Now
Small Growth Funds
Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. The Small Growth Funds theme has 46 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 Small Growth Funds Theme or any other thematic opportunities.
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Other Information on Investing in First Mutual Fund
To fully project First Investors' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of First Investors Growth 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 First Investors' income statement, its balance sheet, and the statement of cash flows.
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