Global Core Five Year Return vs. Equity Positions Weight
| MLMSX Fund | USD 21.63 0.09 0.42% |
For Global Core profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Global Core to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Global E Portfolio utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Global Core's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Global E Portfolio over time as well as its relative position and ranking within its peers.
Global |
Global E Portfolio Equity Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Global Core's current stock value. Our valuation model uses many indicators to compare Global Core value to that of its competitors to determine the firm's financial worth. Global E Portfolio is number one fund in five year return among similar funds. It is regarded fourth largest fund in equity positions weight among similar funds making about 7.97 of Equity Positions Weight per Five Year Return. 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 Global Core's earnings, one of the primary drivers of an investment's value.Global Equity Positions Weight vs. Five Year Return
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.
Global Core |
| = | 12.28 % |
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Global Core |
| = | 97.92 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Global Equity Positions Weight Comparison
Global E is currently under evaluation in equity positions weight among similar funds.
Global Core Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Global Core, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Global Core will eventually generate negative long term returns. The profitability progress is the general direction of Global Core's change in net profit over the period of time. It can combine multiple indicators of Global Core, 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 Adviser seeks to achieve the funds investment objective by investing primarily in U.S. and non-U.S. companies. The Adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above-average appreciation potential and competitive dividend yields. The Adviser primarily uses a sector-neutral factor model that is broadly grouped into the following four categories momentumrisk, valuation, quality and growth to help identify market drivers. The fund is non-diversified.
Global Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Global Core. 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 Global Core 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 Global Core's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Global Core 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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Use Investing Themes to Complement your Global Core position
In addition to having Global Core 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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Emerging Markets ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Emerging Markets ETFs theme has 29 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 Emerging Markets ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Global Mutual Fund
To fully project Global Core's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Global E Portfolio 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 Global Core's income statement, its balance sheet, and the statement of cash flows.
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