Equity Series Class Fund Analysis
| EXEYX Fund | USD 13.86 0.16 1.17% |
Equity Series' 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. Equity Series' financial risk is the risk to Equity Series 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 Equity Series' 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 Equity Series 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 Equity Series to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, Equity Series is said to be less leveraged. If creditors hold a majority of Equity Series' assets, the Mutual Fund is said to be highly leveraged.
Equity Series Class is undervalued with Real Value of 14.21 and Hype Value of 13.86. The main objective of Equity Series fund analysis is to determine its intrinsic value, which is an estimate of what Equity Series Class is worth, separate from its market price. There are two main types of EQUITY Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Equity Series Class. On the other hand, technical analysis, focuses on the price and volume data of EQUITY Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Equity Series 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.
EQUITY |
EQUITY Mutual Fund Analysis Notes
The fund generated five year return of 10.0%. Equity Series Class retains 98.25% of assets under management (AUM) in equities. Large Blend To learn more about Equity Series Class call the company at 800-466-3863.Equity Series Class Investment Alerts
| The fund retains 98.25% of its assets under management (AUM) in equities |
Top Equity Series Class Mutual Fund Constituents
| BIIB | Biogen Inc | Stock | |
| CHTR | Charter Communications | Stock | |
| MU | Micron Technology | Stock | |
| FOXA | Fox Corp Class | Stock | |
| PEP | PepsiCo | Stock | |
| ICE | Intercontinental Exchange | Stock | |
| SBAC | SBA Communications Corp | Stock | |
| VRTX | Vertex Pharmaceuticals | Stock | |
| MSFT | Microsoft | Stock | |
| BMY | Bristol Myers Squibb | Stock | |
| SCHW | Charles Schwab Corp | Stock | |
| DLTR | Dollar Tree | Stock | |
| QRVO | Qorvo Inc | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| AMZN | Amazon Inc | Stock | |
| KO | The Coca Cola | Stock | |
| V | Visa Class A | Stock | |
| FDX | FedEx | Stock | |
| NOW | ServiceNow | Stock | |
| EXPE | Expedia Group | Stock | |
| SWKS | Skyworks Solutions | Stock | |
| BKNG | Booking Holdings | Stock | |
| DG | Dollar General | Stock | |
| NKE | Nike Inc | Stock | |
| ORLY | OReilly Automotive | Stock | |
| BLK | BlackRock | Stock | |
| AMT | American Tower Corp | Stock |
Equity Series Outstanding Bonds
Equity Series 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. Equity Series Class 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 EQUITY bonds can be classified according to their maturity, which is the date when Equity Series Class 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 | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Equity Series Predictive Daily Indicators
Equity Series 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 Equity Series 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.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 13.86 | |||
| Day Typical Price | 13.86 | |||
| Price Action Indicator | 0.08 | |||
| Period Momentum Indicator | 0.16 |
Equity Series Forecast Models
Equity Series' time-series forecasting models are one of many Equity Series' 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 Equity Series' 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.Equity Series 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 Equity Series' operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Equity Series, which in turn will lower the firm's financial flexibility.Equity Series Corporate Bonds Issued
About EQUITY Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Equity Series 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 EQUITY 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 Equity Series. By using and applying EQUITY Mutual Fund analysis, traders can create a robust methodology for identifying EQUITY entry and exit points for their positions.
The fund normally invests at least 80 percent of its assets in equity securities. It principally invests in common stocks of U.S. issuers. The fund may invest in stocks of small-, large-, or mid-size companies. It may purchase shares of exchange-traded funds , including to establish a diversified position in a particular sector of the market or to manage cash flows.
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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 Equity Series to your portfolios without increasing risk or reducing expected return.Did you try this?
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SectorsList of equity sectors categorizing publicly traded companies based on their primary business activities |
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Other Information on Investing in EQUITY Mutual Fund
Equity Series financial ratios help investors to determine whether EQUITY 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 EQUITY with respect to the benefits of owning Equity Series security.
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