Madison Funds Annual Yield vs. Net Asset
| MENIX Fund | USD 9.97 0.03 0.30% |
For Madison Funds profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Madison Funds to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Madison Funds utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Madison Funds's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Madison Funds over time as well as its relative position and ranking within its peers.
Madison |
Madison Funds Net Asset vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Madison Funds's current stock value. Our valuation model uses many indicators to compare Madison Funds value to that of its competitors to determine the firm's financial worth. Madison Funds is number one fund in annual yield among similar funds. It also is number one fund in net asset among similar funds making up about 3,407,575,979 of Net Asset per Annual Yield. 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 Madison Funds' earnings, one of the primary drivers of an investment's value.Madison Net Asset vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Madison Funds |
| = | 0.08 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Madison Funds |
| = | 261.02 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Madison Net Asset Comparison
Madison Funds is currently under evaluation in net asset among similar funds.
Madison Funds Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Madison Funds, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Madison Funds will eventually generate negative long term returns. The profitability progress is the general direction of Madison Funds' change in net profit over the period of time. It can combine multiple indicators of Madison Funds, 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 invests, under normal conditions, primarily in common stocks of large- and mid-capitalization issuers that are, in the view of the funds investment adviser, selling at a reasonable price in relation to their long-term earnings growth rates. It will invest at least 80 percent of its net assets in common stocks, with at least 65 percent of this amount invested in common stocks of large capitalization issuers that meet the funds selection criteria.
Madison Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Madison Funds. 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 Madison Funds 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 Madison Funds' important profitability drivers and their relationship over time.
Use Madison Funds 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 Madison Funds 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 Madison Funds will appreciate offsetting losses from the drop in the long position's value.Madison Funds Pair Trading
Madison Funds Pair Trading Analysis
The ability to find closely correlated positions to Madison Funds could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Madison Funds 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 Madison Funds - 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 Madison Funds to buy it.
The correlation of Madison Funds 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 Madison Funds moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Madison Funds 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 Madison Funds 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 Madison Funds position
In addition to having Madison Funds 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 Computers Thematic Idea Now
Computers
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Computers theme has 61 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 Computers Theme or any other thematic opportunities.
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Other Information on Investing in Madison Mutual Fund
To fully project Madison Funds' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Madison Funds 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 Madison Funds' income statement, its balance sheet, and the statement of cash flows.
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