Imgp Sbh Net Asset vs. Equity Positions Weight
| PFSVX Fund | USD 18.39 0.02 0.11% |
For Imgp Sbh profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Imgp Sbh to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Imgp Sbh Focused utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Imgp Sbh's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Imgp Sbh Focused over time as well as its relative position and ranking within its peers.
Imgp |
Imgp Sbh Focused Equity Positions Weight vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Imgp Sbh's current stock value. Our valuation model uses many indicators to compare Imgp Sbh value to that of its competitors to determine the firm's financial worth. Imgp Sbh Focused is rated top fund in net asset among similar funds. It also is rated top fund in equity positions weight among similar funds . The ratio of Net Asset to Equity Positions Weight for Imgp Sbh Focused is about 540,020 . 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 Imgp Sbh's earnings, one of the primary drivers of an investment's value.Imgp Equity Positions Weight vs. Net Asset
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.
Imgp Sbh |
| = | 51.81 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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Imgp Sbh |
| = | 95.95 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Imgp Equity Positions Weight Comparison
Imgp Sbh is currently under evaluation in equity positions weight among similar funds.
Imgp Sbh Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Imgp Sbh, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Imgp Sbh will eventually generate negative long term returns. The profitability progress is the general direction of Imgp Sbh's change in net profit over the period of time. It can combine multiple indicators of Imgp Sbh, 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 Small Company Fund invests in the securities of smaller companies that the sub-advisors to the fund believe have strong appreciation potential. Under normal market conditions, the fund invests at least 80 percent of its net assets, in securities of small-sized U.S. companies, as measured by market capitalization at the time of acquisition. The manager may invest up to 15 percent of its net assets in the securities of foreign companies, including those located in emerging markets.
Imgp Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Imgp Sbh. 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 Imgp Sbh 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 Imgp Sbh's important profitability drivers and their relationship over time.
| Net Asset vs Annual Yield | ||
| Minimum Initial Investment vs Equity Positions Weight | ||
| Net Asset vs Cash Position Weight |
Use Imgp Sbh 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 Imgp Sbh 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 Imgp Sbh will appreciate offsetting losses from the drop in the long position's value.Imgp Sbh Pair Trading
Imgp Sbh Focused Pair Trading Analysis
The ability to find closely correlated positions to Imgp Sbh could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Imgp Sbh 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 Imgp Sbh - 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 Imgp Sbh Focused to buy it.
The correlation of Imgp Sbh 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 Imgp Sbh moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Imgp Sbh Focused 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 Imgp Sbh 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 Imgp Sbh position
In addition to having Imgp Sbh 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 Aircraft Thematic Idea Now
Aircraft
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Aircraft theme has 45 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 Aircraft Theme or any other thematic opportunities.
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Other Information on Investing in Imgp Mutual Fund
To fully project Imgp Sbh's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Imgp Sbh Focused 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 Imgp Sbh's income statement, its balance sheet, and the statement of cash flows.
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