Zevenbergen Growth Year To Date Return vs. Minimum Initial Investment
| ZVNBX Fund | USD 39.57 0.36 0.92% |
For Zevenbergen Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Zevenbergen Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Zevenbergen Growth Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Zevenbergen Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Zevenbergen Growth Fund over time as well as its relative position and ranking within its peers.
Zevenbergen |
Zevenbergen Growth Minimum Initial Investment vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Zevenbergen Growth's current stock value. Our valuation model uses many indicators to compare Zevenbergen Growth value to that of its competitors to determine the firm's financial worth. Zevenbergen Growth Fund is presently regarded as number one fund in year to date return among similar funds. It also is presently regarded as number one fund in minimum initial investment among similar funds making about 62.08 of Minimum Initial Investment per Year To Date Return. 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 Zevenbergen Growth's earnings, one of the primary drivers of an investment's value.Zevenbergen Minimum Initial Investment vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Zevenbergen Growth |
| = | 40.27 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Zevenbergen Growth |
| = | 2.5 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Zevenbergen Minimum Initial Investment Comparison
Zevenbergen Growth is currently under evaluation in minimum initial investment among similar funds.
Zevenbergen Growth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Zevenbergen Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Zevenbergen Growth will eventually generate negative long term returns. The profitability progress is the general direction of Zevenbergen Growth's change in net profit over the period of time. It can combine multiple indicators of Zevenbergen Growth, 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 seeks to invest in companies that are industry leaders with significant growth potential, strong competitive advantages, a sizeable addressable market, product differentiation and quality management. Its portfolio generally will contain 30-60 stocks of any market capitalization. The fund may invest in IPOs and other equities new to the public markets such as direct listings by organizations as a method of initial access to public markets. The Advisers mission is to build shareholder wealth through ownership of quality high-growth, publicly-traded companies. The fund is non-diversified.
Zevenbergen Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Zevenbergen Growth. 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 Zevenbergen Growth 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 Zevenbergen Growth's important profitability drivers and their relationship over time.
Use Zevenbergen Growth 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 Zevenbergen Growth 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 Zevenbergen Growth will appreciate offsetting losses from the drop in the long position's value.Zevenbergen Growth Pair Trading
Zevenbergen Growth Fund Pair Trading Analysis
The ability to find closely correlated positions to Zevenbergen Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Zevenbergen Growth 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 Zevenbergen Growth - 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 Zevenbergen Growth Fund to buy it.
The correlation of Zevenbergen Growth 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 Zevenbergen Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Zevenbergen Growth 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 Zevenbergen Growth 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 Zevenbergen Growth position
In addition to having Zevenbergen Growth 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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Other Information on Investing in Zevenbergen Mutual Fund
To fully project Zevenbergen Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Zevenbergen Growth 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 Zevenbergen Growth's income statement, its balance sheet, and the statement of cash flows.
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