Integrity Growth Minimum Initial Investment vs. Year To Date Return
| IGIVX Fund | USD 105.44 0.02 0.02% |
For Integrity Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Integrity Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Integrity Growth Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Integrity Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Integrity Growth Income over time as well as its relative position and ranking within its peers.
Integrity |
Integrity Growth Income Year To Date Return vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Integrity Growth's current stock value. Our valuation model uses many indicators to compare Integrity Growth value to that of its competitors to determine the firm's financial worth. Integrity Growth Income is currently considered the top fund in minimum initial investment among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 0.02 of Year To Date Return per Minimum Initial Investment. The ratio of Minimum Initial Investment to Year To Date Return for Integrity Growth Income is roughly 40.73 . 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 Integrity Growth's earnings, one of the primary drivers of an investment's value.Integrity Year To Date Return vs. Minimum Initial Investment
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.
Integrity Growth |
| = | 1 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.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Integrity Growth |
| = | 24.55 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Integrity Year To Date Return Comparison
Integrity Growth is currently under evaluation in year to date return among similar funds.
Integrity Growth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Integrity Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Integrity Growth will eventually generate negative long term returns. The profitability progress is the general direction of Integrity Growth's change in net profit over the period of time. It can combine multiple indicators of Integrity Growth, 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.
Under normal market conditions, the fund is managed using a blended growth and income investment strategy. It seeks to invest primarily in domestic common stocks, balancing its investments between growth and dividend-paying stocks, depending on where value is in the stock market. The fund may also invest in stocks that are currently not paying dividends, but offer prospects for future income or capital appreciation.
Integrity Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Integrity Growth. 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 Integrity Growth 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 Integrity Growth's important profitability drivers and their relationship over time.
Use Integrity Growth 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 Integrity Growth 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 Integrity Growth will appreciate offsetting losses from the drop in the long position's value.Integrity Growth Pair Trading
Integrity Growth Income Pair Trading Analysis
The ability to find closely correlated positions to Integrity Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Integrity Growth 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 Integrity Growth - 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 Integrity Growth Income to buy it.
The correlation of Integrity Growth 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 Integrity Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Integrity Growth 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 Integrity Growth 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 Integrity Growth position
In addition to having Integrity Growth 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 Copper Thematic Idea Now
Copper
Companies involved in production of copper. The Copper theme has 42 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 Copper Theme or any other thematic opportunities.
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Other Information on Investing in Integrity Mutual Fund
To fully project Integrity Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Integrity Growth 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 Integrity Growth's income statement, its balance sheet, and the statement of cash flows.
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