Virtus Dfa Cash Position Weight vs. Bond Positions Weight

VTARX Fund  USD 12.25  0.07  0.57%   
Based on the key profitability measurements obtained from Virtus Dfa's financial statements, Virtus Dfa 2040 may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Virtus Dfa's ability to earn profits and add value for shareholders.
For Virtus Dfa profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Virtus Dfa to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Virtus Dfa 2040 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Virtus Dfa's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Virtus Dfa 2040 over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Virtus Dfa's value and its price as these two are different measures arrived at by different means. Investors typically determine if Virtus Dfa is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Virtus Dfa's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Virtus Dfa 2040 Bond Positions Weight vs. Cash Position Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Virtus Dfa's current stock value. Our valuation model uses many indicators to compare Virtus Dfa value to that of its competitors to determine the firm's financial worth.
Virtus Dfa 2040 is presently regarded as number one fund in cash position weight among similar funds. It also is presently regarded as number one fund in bond positions weight among similar funds creating about  1.07  of Bond Positions Weight per Cash Position Weight. 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 Virtus Dfa's earnings, one of the primary drivers of an investment's value.

Virtus Bond Positions Weight vs. Cash Position Weight

Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Virtus Dfa

Cash Percentage

 = 

% of Cash

in the fund

 = 
2.74 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

Virtus Dfa

Bond Percentage

 = 

% of Bonds

in the fund

 = 
2.94 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

Virtus Bond Positions Weight Comparison

Virtus Dfa is currently under evaluation in bond positions weight among similar funds.

Virtus Dfa Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Virtus Dfa, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Virtus Dfa will eventually generate negative long term returns. The profitability progress is the general direction of Virtus Dfa's change in net profit over the period of time. It can combine multiple indicators of Virtus Dfa, 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 in U.S. equity, non-U.S. equity and fixed income securities using a tactical allocation approach. Generally, the following percentages apply 25 percent to 60 percent invested in U.S. equity securities, 5 percent to 30 percent invested in non-U.S. equity securities and 35 percent to 60 percent invested in fixed income securities. The equity allocation is invested in common, preferred, and ADR securities. The fixed income allocation may be invested in all sectors of fixed income securities, including high-yield, bank loans, mortgage-backed and asset-backed, government, corporate, and municipal debt obligations.

Virtus Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Virtus Dfa. 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 Virtus Dfa 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 Virtus Dfa's important profitability drivers and their relationship over time.

Use Virtus Dfa 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 Virtus Dfa 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 Virtus Dfa will appreciate offsetting losses from the drop in the long position's value.

Virtus Dfa Pair Trading

Virtus Dfa 2040 Pair Trading Analysis

The ability to find closely correlated positions to Virtus Dfa could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Virtus Dfa 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 Virtus Dfa - 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 Virtus Dfa 2040 to buy it.
The correlation of Virtus Dfa 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 Virtus Dfa moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Virtus Dfa 2040 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 Virtus Dfa 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Virtus Dfa position

In addition to having Virtus Dfa 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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Disruptive Technologies
Disruptive Technologies Theme
New or established technology companies and funds across multiple sectors that are involved in development or marketing of products or services that experience disruptive trends and that are at the forefront of discussions on Wall Street. The Disruptive Technologies theme has 64 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 Disruptive Technologies Theme or any other thematic opportunities.
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Other Information on Investing in Virtus Mutual Fund

To fully project Virtus Dfa's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Virtus Dfa 2040 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 Virtus Dfa's income statement, its balance sheet, and the statement of cash flows.
Potential Virtus Dfa investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Virtus Dfa investors may work on each financial statement separately, they are all related. The changes in Virtus Dfa's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Virtus Dfa's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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