Nationwide Bny Equity Positions Weight vs. Ten Year Return
| NWALX Fund | USD 34.73 0.07 0.20% |
For Nationwide Bny profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Nationwide Bny to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Nationwide Bny Mellon utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Nationwide Bny's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Nationwide Bny Mellon over time as well as its relative position and ranking within its peers.
Nationwide |
Nationwide Bny Mellon Ten Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Nationwide Bny's current stock value. Our valuation model uses many indicators to compare Nationwide Bny value to that of its competitors to determine the firm's financial worth. Nationwide Bny Mellon is number one fund in equity positions weight among similar funds. It also is number one fund in ten year return among similar funds reporting about 0.09 of Ten Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Ten Year Return for Nationwide Bny Mellon is roughly 11.10 . 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 Nationwide Bny's earnings, one of the primary drivers of an investment's value.Nationwide Ten 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.
Nationwide Bny |
| = | 99.60 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Nationwide Bny |
| = | 8.97 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Nationwide Ten Year Return Comparison
Nationwide Bny is currently under evaluation in ten year return among similar funds.
Nationwide Bny Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Nationwide Bny, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Nationwide Bny will eventually generate negative long term returns. The profitability progress is the general direction of Nationwide Bny's change in net profit over the period of time. It can combine multiple indicators of Nationwide Bny, 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 circumstances, at least 80 percent of its net assets in equity securities of U.S. issuers, primarily common stocks. Equity securities also may include preferred stocks, convertible securities and derivatives the value of which are linked to equity securities. The fund also may invest up to 20 percent of its net assets in equity securities of foreign companies, which are companies organized under the laws of countries other than the United States.
Nationwide Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Nationwide Bny. 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 Nationwide Bny 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 Nationwide Bny's 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 Nationwide Bny 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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AI Portfolio ArchitectUse AI to generate optimal portfolios and find profitable investment opportunities |
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Use Investing Themes to Complement your Nationwide Bny position
In addition to having Nationwide Bny 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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Beers
Companies involved in production and distribution of domestic and international beer. The Beers theme has 38 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 Beers Theme or any other thematic opportunities.
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Other Information on Investing in Nationwide Mutual Fund
To fully project Nationwide Bny's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Nationwide Bny Mellon 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 Nationwide Bny's income statement, its balance sheet, and the statement of cash flows.
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