Salient Adaptive Competition

Summary

Salient Adaptive Growth competes with Principal Lifetime, Schwab Small-cap, Vy(r) T, Lord Abbett, and Vy T; as well as few others. The fund is listed under null category and is part of null family. Analyzing Salient Adaptive competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Salient Adaptive to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out World Market Map 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 nation.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Salient Adaptive competition on your existing holdings.

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Please note, it is not enough to conduct a financial or market analysis of a single entity such as Salient Adaptive. Your research has to be compared to or analyzed against Salient Adaptive's peers to derive any actionable benefits. When done correctly, Salient Adaptive's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Salient Adaptive Growth.

Salient Adaptive Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Salient Adaptive and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Salient and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Salient Adaptive Growth does not affect the price movement of the other competitor.

	PHTNX	SWSSX	IAXSX	LIGFX	VYRIX	DSCPX	WDIAX	DLTZX
PHTNX		0.85	0.6	0.94	0.59	0.85	0.72	0.18	PHTNX
SWSSX	0.85		0.79	0.9	0.78	0.97	0.64	0.22	SWSSX
IAXSX	0.6	0.79		0.8	1.0	0.79	0.21	0.61	IAXSX
LIGFX	0.94	0.9	0.8		0.8	0.89	0.64	0.39	LIGFX
VYRIX	0.59	0.78	1.0	0.8		0.78	0.2	0.62	VYRIX
DSCPX	0.85	0.97	0.79	0.89	0.78		0.58	0.21	DSCPX
WDIAX	0.72	0.64	0.21	0.64	0.2	0.58		-0.29	WDIAX
DLTZX	0.18	0.22	0.61	0.39	0.62	0.21	-0.29		DLTZX
	PHTNX	SWSSX	IAXSX	LIGFX	VYRIX	DSCPX	WDIAX	DLTZX

Click cells to compare fundamentals

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High positive correlations

VYRIX	+ 1.0	IAXSX
DSCPX	+ 0.97	SWSSX
LIGFX	+ 0.94	PHTNX
LIGFX	+ 0.9	SWSSX
DSCPX	+ 0.89	LIGFX
SWSSX	+ 0.85	PHTNX

High negative correlations

DLTZX

- 0.29

WDIAX

Risk-Adjusted Indicators

There is a big difference between Salient Mutual Fund performing well and Salient Adaptive Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Salient Adaptive's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PHTNX	0.36	(0.01)	(0.06)	(0.02)	0.57	(0.36)	0.75	(0.68)	2.91
SWSSX	0.94	0.01	(0.01)	0.06	1.18	(1.00)	1.84	(1.63)	10.26
IAXSX	0.89	0.14	0.10	0.29	1.11	(0.97)	1.74	(1.52)	7.61
LIGFX	0.29	0.00	(0.07)	0.04	0.39	(0.29)	0.62	(0.50)	2.04
VYRIX	0.88	0.14	0.10	0.29	1.06	(0.94)	1.82	(1.47)	7.60
DSCPX	0.78	0.00	(0.02)	0.03	0.99	(0.88)	1.60	(1.30)	8.80
WDIAX	0.57	(0.03)	0.00	(0.08)	0.00	0.00	1.10	(0.98)	5.40
DLTZX	0.08	0.00	(0.23)	(0.01)	0.00	(0.20)	0.26	(0.13)	0.64

Unable to evaluate fundamental data of [PHTNX, SWSSX, IAXSX, LIGFX, VYRIX, DSCPX, WDIAX, DLTZX] at this time. Please try again later

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Salient Adaptive Competitive Analysis

The better you understand Salient Adaptive competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Salient Adaptive's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Salient Adaptive's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	PHTNX	SWSSX	IAXSX	LIGFX	VYRIX	DSCPX	WDIAX	DLTZX
	0.22 13.47 PRINCIPAL	0.46 37.08 Schwab	0.64 11.05 Vy(r)	0.18 16.36 Lord	0.57 12.34 VYRIX	0.06 17.90 DAVENPORT	0.95 13.81 Wilmington	0.13 7.85 Delaware
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Insignificant	Insignificant	Good	Modest	Good	Insignificant	Very Weak	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Hold	Strong Buy	Cautious Hold	Strong Buy	Hold	Cautious Hold	Strong Sell
Net Asset	634.67 M	5.54 B	1.07 B	1.56 B	1.07 B	161.63 M	35.78 M	564.88 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	5 K	N/A	N/A
Price To Book	N/A	1.83 X	3.92 X	1.53 X	N/A	N/A	N/A	N/A
Five Year Return	6.53 %	7.51 %	11.05 %	4.80 %	11.37 %	9.70 %	7.46 %	1.95 %
One Year Return	13.64 %	20.68 %	31.62 %	12.46 %	31.99 %	4.98 %	21.24 %	5.02 %
Last Dividend Paid	N/A	0.14	0.01	0.02	0.01	N/A	0.12	0.01
Price To Earning	N/A	1.88 X	22.98 X	15.43 X	N/A	N/A	N/A	N/A
Price To Sales	N/A	1.09 X	1.81 X	1.27 X	N/A	N/A	N/A	N/A
Cash Position Weight	3.73 %	0.72 %	0.12 %	1.24 %	0.13 %	5.52 %	3.21 %	1.25 %
Equity Positions Weight	58.28 %	99.28 %	98.51 %	50.24 %	98.81 %	94.48 %	96.80 %	N/A
Three Year Return	2.87 %	3.28 %	9.28 %	1.90 %	9.60 %	4.29 %	6.64 %	2.17 %
Annual Yield	0.03 %	0.02 %	N/A	0.04 %	N/A	0.01 %	0.02 %	0 %
Bond Positions Weight	2.97 %	N/A	N/A	46.58 %	N/A	N/A	N/A	17.18 %
Year To Date Return	1.22 %	2.10 %	4.58 %	1.19 %	4.62 %	1.02 %	3.25 %	0.22 %
Ten Year Return	N/A	9.39 %	14.01 %	5.79 %	14.31 %	N/A	5.09 %	1.81 %
Day Typical Price	13.47	37.08	11.05	16.36	12.34	17.9	13.81	7.85
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)
Period Momentum Indicator	0.03	0.17	0.07	0.03	0.07	0.01	0.13	(0.01)
Rate Of Daily Change	1.0	1.0	1.01	1.0	1.01	1.0	1.01	1.0
Day Median Price	13.47	37.08	11.05	16.36	12.34	17.9	13.81	7.85
Price Action Indicator	0.015	0.085	0.035	0.015	0.035	0.005	0.065	(0.01)
Relative Strength Index	41.66	45.74	49.47	43.76	49.51	32.58	43.42	71.77
Coefficient Of Variation	8811.61	3727.52	674.17	2216.33	666.98	5039.89	(5,695)	1326.48
Mean Deviation	0.3635	0.9372	0.8898	0.2895	0.8813	0.776	0.5721	0.0812
Jensen Alpha	(0.01)	0.0096	0.1445	(0.0001)	0.1448	(0)	(0.03)	(0)
Total Risk Alpha	(0.03)	(0.03)	0.1134	(0.01)	0.1143	(0.04)	(0.06)	(0.01)
Sortino Ratio	(0.06)	(0.01)	0.1002	(0.07)	0.0996	(0.02)	N/A	(0.23)
Downside Variance	0.4415	1.57	1.65	0.2089	1.68	1.05	N/A	0.0289
Standard Deviation	0.5105	1.34	1.19	0.388	1.18	1.13	0.767	0.1295
Kurtosis	3.49	5.61	2.18	2.1	2.23	5.9	2.99	2.06
Potential Upside	0.7519	1.84	1.74	0.6219	1.82	1.6	1.1	0.2567
Treynor Ratio	(0.02)	0.0603	0.285	0.0375	0.2854	0.0273	(0.08)	(0.01)
Maximum Drawdown	2.91	10.26	7.61	2.04	7.6	8.8	5.4	0.6417
Variance	0.2607	1.81	1.42	0.1505	1.39	1.28	0.5884	0.0168
Market Risk Adjusted Performance	(0.01)	0.0703	0.295	0.0475	0.2954	0.0373	(0.07)	0.0012
Risk Adjusted Performance	0.003	0.0265	0.129	0.0265	0.1303	0.0194	(0.02)	0.0085
Skewness	(1.02)	0.7634	(0.50)	(0.61)	(0.49)	0.6893	(0.01)	0.8585
Semi Deviation	0.5671	1.18	1.11	0.3949	1.06	0.9851	N/A	0.0
Information Ratio	(0.08)	(0.01)	0.108	(0.08)	0.1093	(0.02)	(0.08)	(0.30)
Value At Risk	(0.68)	(1.63)	(1.52)	(0.50)	(1.47)	(1.30)	(0.98)	(0.13)
Expected Short fall	(0.36)	(1.00)	(0.97)	(0.29)	(0.94)	(0.88)	N/A	(0.20)
Downside Deviation	0.6644	1.25	1.28	0.457	1.3	1.03	N/A	0.1699
Semi Variance	0.3215	1.4	1.24	0.156	1.12	0.9705	N/A	(0)

Salient Adaptive Competition Performance Charts

Five steps to successful analysis of Salient Adaptive Competition

Salient Adaptive's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Salient Adaptive Growth in relation to its competition. Salient Adaptive's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Salient Adaptive in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Salient Adaptive's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Salient Adaptive Growth, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Salient Adaptive position

In addition to having Salient Adaptive 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.

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Compulsion

Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion 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 Compulsion Theme or any other thematic opportunities.

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Check out World Market Map 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 nation.

You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.

Other Consideration for investing in Salient Mutual Fund

If you are still planning to invest in Salient Adaptive Growth check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Salient Adaptive's history and understand the potential risks before investing.

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