Keeley Small-mid Equity Positions Weight vs. Three Year Return
| KSMVX Fund | USD 10.63 0.14 1.33% |
For Keeley Small-mid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Keeley Small-mid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Keeley Small Mid Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Keeley Small-mid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Keeley Small Mid Cap over time as well as its relative position and ranking within its peers.
Keeley |
Keeley Small Mid Three Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Keeley Small-mid's current stock value. Our valuation model uses many indicators to compare Keeley Small-mid value to that of its competitors to determine the firm's financial worth. Keeley Small Mid Cap is rated third overall fund in equity positions weight among similar funds. It is currently considered the top fund in three year return among similar funds reporting about 0.06 of Three Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Three Year Return for Keeley Small Mid Cap is roughly 17.00 . 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 Keeley Small-mid's earnings, one of the primary drivers of an investment's value.Keeley Three Year Return 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.
Keeley Small-mid |
| = | 97.26 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Keeley Small-mid |
| = | 5.72 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Keeley Three Year Return Comparison
Keeley Small is currently under evaluation in three year return among similar funds.
Keeley Small-mid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Keeley Small-mid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Keeley Small-mid will eventually generate negative long term returns. The profitability progress is the general direction of Keeley Small-mid's change in net profit over the period of time. It can combine multiple indicators of Keeley Small-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 advisor intends to pursue its investment objective by investing in equity securities of companies with small or mid-sized market capitalizations. Under normal market conditions, the fund will invest no less than 80 percent of its net assets in common stocks and other equity type securities of small cap or mid cap companies, which the Adviser currently defines as securities within the range of the Russell 2500 Value Index at the time of investment.
Keeley Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Keeley Small-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 Keeley Small-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 Keeley Small-mid's important profitability drivers and their relationship over time.
Use Keeley Small-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 Keeley Small-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 Keeley Small-mid will appreciate offsetting losses from the drop in the long position's value.Keeley Small-mid Pair Trading
Keeley Small Mid Cap Pair Trading Analysis
The ability to find closely correlated positions to Keeley Small-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 Keeley Small-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 Keeley Small-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 Keeley Small Mid Cap to buy it.
The correlation of Keeley Small-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 Keeley Small-mid moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Keeley Small Mid 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 Keeley Small-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 Keeley Small-mid position
In addition to having Keeley Small-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?
Run Candy and Soda Thematic Idea Now
Candy and Soda
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Candy and Soda theme has 13 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 Candy and Soda Theme or any other thematic opportunities.
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Other Information on Investing in Keeley Mutual Fund
To fully project Keeley Small-mid's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Keeley Small Mid 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 Keeley Small-mid's income statement, its balance sheet, and the statement of cash flows.
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