Walden Smid One Year Return vs. Cash Position Weight
Based on the measurements of profitability obtained from Walden Smid's financial statements, Walden Smid Cap may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in March. Profitability indicators assess Walden Smid's ability to earn profits and add value for shareholders.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in population.
Please note, there is a significant difference between Walden Smid's value and its price as these two are different measures arrived at by different means. Investors typically determine if Walden Smid is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Walden Smid'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.
For Walden Smid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Walden Smid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Walden Smid Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Walden Smid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Walden Smid Cap over time as well as its relative position and ranking within its peers.
Walden |
Walden Smid Cap Cash Position Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Walden Smid's current stock value. Our valuation model uses many indicators to compare Walden Smid value to that of its competitors to determine the firm's financial worth. Walden Smid Cap is presently regarded as number one fund in one year return among similar funds. It is rated second in cash position weight among similar funds creating about 0.16 of Cash Position Weight per One Year Return. The ratio of One Year Return to Cash Position Weight for Walden Smid Cap is roughly 6.25 . 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 Walden Smid's earnings, one of the primary drivers of an investment's value.Walden Cash Position Weight vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Walden Smid |
| = | 14.95 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Walden Smid |
| = | 2.39 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Walden Cash Position Weight Comparison
Walden Smid is currently under evaluation in cash position weight among similar funds.
Walden Smid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Walden Smid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Walden Smid will eventually generate negative long term returns. The profitability progress is the general direction of Walden Smid's change in net profit over the period of time. It can combine multiple indicators of Walden Smid, 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 at least 80 percent of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. Walden Smid is traded on NASDAQ Exchange in the United States.
Walden Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Walden Smid. 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 Walden Smid 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 Walden Smid'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 Walden Smid 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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Use Investing Themes to Complement your Walden Smid position
In addition to having Walden Smid 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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Iron
Companies involved in production of steel and iron. The Iron 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 Iron Theme or any other thematic opportunities.
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Other Information on Investing in Walden Mutual Fund
To fully project Walden Smid's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Walden Smid Cap 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 Walden Smid's income statement, its balance sheet, and the statement of cash flows.
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