Morningstar International Annual Yield vs. Year To Date Return
| MSTFX Fund | USD 10.37 0.06 0.58% |
For Morningstar International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Morningstar International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Morningstar International Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Morningstar International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Morningstar International Equity over time as well as its relative position and ranking within its peers.
Morningstar |
Morningstar International Year To Date Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Morningstar International's current stock value. Our valuation model uses many indicators to compare Morningstar International value to that of its competitors to determine the firm's financial worth. Morningstar International Equity is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 90.57 of Year To Date Return 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 Morningstar International's earnings, one of the primary drivers of an investment's value.Morningstar Year To Date Return 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.
Morningstar International |
| = | 0.02 % |
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.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Morningstar International |
| = | 2.06 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Morningstar Year To Date Return Comparison
Morningstar International is currently under evaluation in year to date return among similar funds.
Morningstar International Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Morningstar International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Morningstar International will eventually generate negative long term returns. The profitability progress is the general direction of Morningstar International's change in net profit over the period of time. It can combine multiple indicators of Morningstar International, 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 will normally invest at least 80 percent of its assets in equity securities. Under normal circumstances, it will invest approximately 80-100 percent of its assets in securities of issuers domiciled outside of the United States. The fund may invest in developed and emerging markets and will typically invest in a minimum of 10 countries. It may also invest in derivatives, including futures and forward foreign currency contracts, for risk management purposes or as part of its investment strategies.
Morningstar Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Morningstar International. 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 Morningstar International 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 Morningstar International's important profitability drivers and their relationship over time.
Use Morningstar International 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 Morningstar International 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 Morningstar International will appreciate offsetting losses from the drop in the long position's value.Morningstar International Pair Trading
Morningstar International Equity Pair Trading Analysis
The ability to find closely correlated positions to Morningstar International could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Morningstar International 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 Morningstar International - 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 Morningstar International Equity to buy it.
The correlation of Morningstar International 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 Morningstar International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Morningstar International 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 Morningstar International 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 Morningstar International position
In addition to having Morningstar International 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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Climate Change
Large and medium sized entities that are committing to fully or partially replace some traditional services or products with renewables sources of energy in order to combat global climate change. The Climate Change theme has 41 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 Climate Change Theme or any other thematic opportunities.
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Other Information on Investing in Morningstar Mutual Fund
To fully project Morningstar International's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Morningstar International 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 Morningstar International's income statement, its balance sheet, and the statement of cash flows.
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