Mesirow Financial Bond Positions Weight vs. Five Year Return
| MFHVX Fund | USD 8.58 0.01 0.12% |
For Mesirow Financial profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mesirow Financial to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mesirow Financial High utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mesirow Financial's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mesirow Financial High over time as well as its relative position and ranking within its peers.
Mesirow |
Mesirow Financial High Five Year Return vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Mesirow Financial's current stock value. Our valuation model uses many indicators to compare Mesirow Financial value to that of its competitors to determine the firm's financial worth. Mesirow Financial High is number one fund in bond positions weight among similar funds. It also is number one fund in five year return among similar funds reporting about 0.42 of Five Year Return per Bond Positions Weight. The ratio of Bond Positions Weight to Five Year Return for Mesirow Financial High is roughly 2.40 . 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 Mesirow Financial's earnings, one of the primary drivers of an investment's value.Mesirow Five Year Return vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Mesirow Financial |
| = | 14.01 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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.
Mesirow Financial |
| = | 5.84 % |
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.
Mesirow Five Year Return Comparison
Mesirow Financial is currently under evaluation in five year return among similar funds.
Mesirow Financial Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Mesirow Financial, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mesirow Financial will eventually generate negative long term returns. The profitability progress is the general direction of Mesirow Financial's change in net profit over the period of time. It can combine multiple indicators of Mesirow Financial, 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 circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in high yield instruments and other financial instruments with economic characteristics similar to such instruments, such as derivatives and exchange-traded funds . The fund may invest the remainder of its assets in investment grade instruments including securities issued or guaranteed by the U.S. government and its agencies or instrumentalities, municipal bonds, corporate bonds, and etc.
Mesirow Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mesirow Financial. 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 Mesirow Financial 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 Mesirow Financial's important profitability drivers and their relationship over time.
Use Mesirow Financial 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 Mesirow Financial 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 Mesirow Financial will appreciate offsetting losses from the drop in the long position's value.Mesirow Financial Pair Trading
Mesirow Financial High Pair Trading Analysis
The ability to find closely correlated positions to Mesirow Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mesirow Financial 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 Mesirow Financial - 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 Mesirow Financial High to buy it.
The correlation of Mesirow Financial 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 Mesirow Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mesirow Financial High 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 Mesirow Financial 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 Mesirow Financial position
In addition to having Mesirow Financial 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 Trading Thematic Idea Now
Trading
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Trading 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 Trading Theme or any other thematic opportunities.
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Other Information on Investing in Mesirow Mutual Fund
To fully project Mesirow Financial's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mesirow Financial High 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 Mesirow Financial's income statement, its balance sheet, and the statement of cash flows.
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