Qs Us Equity Positions Weight vs. Five Year Return
| LMBMX Fund | USD 11.51 0.09 0.79% |
For Qs Us profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Qs Us to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Qs Small Capitalization utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Qs Us's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Qs Small Capitalization over time as well as its relative position and ranking within its peers.
LMBMX |
Qs Small Capitalization Five Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Qs Us's current stock value. Our valuation model uses many indicators to compare Qs Us value to that of its competitors to determine the firm's financial worth. Qs Small Capitalization is number one fund in equity positions weight among similar funds. It also is number one fund in five year return among similar funds reporting about 0.18 of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for Qs Small Capitalization is roughly 5.62 . 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 Qs Us' earnings, one of the primary drivers of an investment's value.LMBMX Five 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.
Qs Us |
| = | 99.06 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Qs Us |
| = | 17.63 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
LMBMX Five Year Return Comparison
Qs Small is currently under evaluation in five year return among similar funds.
Qs Us Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Qs Us, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Qs Us will eventually generate negative long term returns. The profitability progress is the general direction of Qs Us' change in net profit over the period of time. It can combine multiple indicators of Qs Us, 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 normally invests at least 80 percent of net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations domiciled, or having their principal activities, in the United States, at the time of investment or other investments with similar economic characteristics. It may also invest in securities of foreign companies in the form of American Depositary Receipts .
LMBMX Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Qs Us. 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 Qs Us 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 Qs Us' important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Qs Us without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Money Flow IndexDetermine momentum by analyzing Money Flow Index and other technical indicators |
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Use Investing Themes to Complement your Qs Us position
In addition to having Qs Us 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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Convertibles Funds
Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. The Convertibles Funds theme has 11 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 Convertibles Funds Theme or any other thematic opportunities.
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Other Information on Investing in LMBMX Mutual Fund
To fully project Qs Us' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Qs Small Capitalization 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 Qs Us' income statement, its balance sheet, and the statement of cash flows.
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