World Energy Fund Analysis
| APWEX Fund | USD 19.65 0.28 1.40% |
World Energy's financial leverage is the degree to which the firm utilizes its fixed-income securities and uses equity to finance projects. Companies with high leverage are usually considered to be at financial risk. World Energy's financial risk is the risk to World Energy stockholders that is caused by an increase in debt. In other words, with a high degree of financial leverage come high-interest payments, which usually reduce Earnings Per Share (EPS).
Given that World Energy's debt-to-equity ratio measures a Mutual Fund's obligations relative to the value of its net assets, it is usually used by traders to estimate the extent to which World Energy is acquiring new debt as a mechanism of leveraging its assets. A high debt-to-equity ratio is generally associated with increased risk, implying that it has been aggressive in financing its growth with debt. Another way to look at debt-to-equity ratios is to compare the overall debt load of World Energy to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, World Energy is said to be less leveraged. If creditors hold a majority of World Energy's assets, the Mutual Fund is said to be highly leveraged.
World Energy Fund is fairly valued with Real Value of 19.79 and Hype Value of 19.65. The main objective of World Energy fund analysis is to determine its intrinsic value, which is an estimate of what World Energy Fund is worth, separate from its market price. There are two main types of World Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of World Energy Fund. On the other hand, technical analysis, focuses on the price and volume data of World Mutual Fund to identify patterns and trends that may indicate its future price movements.
The World Energy mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
World |
World Mutual Fund Analysis Notes
The fund generated five year return of 20.0%. World Energy holds 92.81% of assets under management (AUM) in equities. This fund last dividend was 0.02 per share. Large For more info on World Energy Fund please contact the company at 800-762-7085.World Energy Investment Alerts
| The fund holds 92.81% of its assets under management (AUM) in equities |
World Energy Thematic Classifications
In addition to having World Energy mutual fund in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Energy FundsFunds investing in energy sector, natural resources, and Ecology |
Top World Energy Fund Mutual Fund Constituents
| CVX | Chevron Corp | Stock | |
| OVV | Ovintiv | Stock | |
| BE | Bloom Energy Corp | Stock | |
| EOG | EOG Resources | Stock | |
| OXY | Occidental Petroleum | Stock | |
| VNOM | Viper Energy Ut | Stock | |
| DVN | Devon Energy | Stock | |
| VWDRY | Vestas Wind Systems | Pink Sheet | |
| TPIC | TPI Composites | Stock | |
| APSXX | Cavanal Hill Funds | Money Market Fund | |
| FTI | TechnipFMC PLC | Stock | |
| FSLR | First Solar | Stock | |
| FANG | Diamondback Energy | Stock | |
| TS | Tenaris SA ADR | Stock | |
| OKE | ONEOK Inc | Stock | |
| COP | ConocoPhillips | Stock | |
| APA | APA Corporation | Stock | |
| NXPI | NXP Semiconductors NV | Stock | |
| VLO | Valero Energy | Stock |
World Energy Outstanding Bonds
World Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. World Energy uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most World bonds can be classified according to their maturity, which is the date when World Energy Fund has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
World Energy Predictive Daily Indicators
World Energy intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of World Energy mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 19.65 | |||
| Day Typical Price | 19.65 | |||
| Price Action Indicator | (0.14) | |||
| Period Momentum Indicator | (0.28) |
World Energy Forecast Models
World Energy's time-series forecasting models are one of many World Energy's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary World Energy's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.World Energy Assets Financed by Debt
Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the World Energy's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of World Energy, which in turn will lower the firm's financial flexibility.World Energy Corporate Bonds Issued
About World Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how World Energy prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling World shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as World Energy. By using and applying World Mutual Fund analysis, traders can create a robust methodology for identifying World entry and exit points for their positions.
The fund invests at least 80 percent of its net assets in a wide range of energy-related financial instruments issued in the U.S. and markets around the world. Investments typically include a combination of common stock, bonds, exchange traded funds and exchange traded notes but may also include other asset types that are related to energy industry activities. It will invest at least 40, but may invest up to 100, of its net assets in the securities of issuers organized or having their principal place of business outside the U.S. or doing a substantial amount of business outside the U.S.
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As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding World Energy to your portfolios without increasing risk or reducing expected return.Did you try this?
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Other Information on Investing in World Mutual Fund
World Energy financial ratios help investors to determine whether World Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in World with respect to the benefits of owning World Energy security.
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