Capital World Net Asset vs. Equity Positions Weight
| RCWAX Fund | USD 15.95 0.03 0.19% |
For Capital World profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Capital World to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Capital World Bond utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Capital World's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Capital World Bond over time as well as its relative position and ranking within its peers.
Capital |
Capital World Bond Equity Positions Weight vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Capital World's current stock value. Our valuation model uses many indicators to compare Capital World value to that of its competitors to determine the firm's financial worth. Capital World Bond is rated below average in net asset among similar funds. It also is rated below average in equity positions weight among similar funds . The ratio of Net Asset to Equity Positions Weight for Capital World Bond is about 1,321,369,497,600 . 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 Capital World's earnings, one of the primary drivers of an investment's value.Capital 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.
Capital World |
| = | 13.21 B |
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.
Capital World |
| = | 0.01 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Capital Equity Positions Weight Comparison
Capital World is currently under evaluation in equity positions weight among similar funds.
Capital World Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Capital World, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Capital World will eventually generate negative long term returns. The profitability progress is the general direction of Capital World's change in net profit over the period of time. It can combine multiple indicators of Capital World, 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 invest at least 80 percent of its assets in bonds and other debt securities, which may be represented by derivatives. It invests primarily in debt securities, including asset-backed and mortgage-backed securities and securities of governmental, supranational and corporate issuers denominated in various currencies, including U.S. dollars.
Capital Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Capital World. 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 Capital World 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 Capital World'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 Capital World 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?
Run Pair Correlation Now
Pair CorrelationCompare performance and examine fundamental relationship between any two equity instruments |
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Use Investing Themes to Complement your Capital World position
In addition to having Capital World 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 Office Supplies Thematic Idea Now
Office Supplies
Companies producing and selling office supplies, and accessories. The Office Supplies theme has 40 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 Office Supplies Theme or any other thematic opportunities.
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Other Information on Investing in Capital Mutual Fund
To fully project Capital World's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Capital World Bond 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 Capital World's income statement, its balance sheet, and the statement of cash flows.
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