PHN Multi Financial Statements From 2010 to 2025
| 0P0000OXA6 | CAD 24.38 0.33 1.34% |
Check PHN Multi financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among PHN Multi's main balance sheet or income statement drivers, such as , as well as many indicators such as . PHN financial statements analysis is a perfect complement when working with PHN Multi Valuation or Volatility modules.
PHN |
PHN Multi Style All Cap Fund Minimum Initial Investment Analysis
PHN Multi's 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.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current PHN Multi Minimum Initial Investment | 500 |
Most of PHN Multi's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, PHN Multi Style All Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
Based on the recorded statements, PHN Multi Style All Cap has a Minimum Initial Investment of 500. This indicator is about the same for the RBC Global Asset Management Inc. average (which is currently at 500) family and significantly higher than that of the US Equity category. The minimum initial investment for all Canada funds is notably lower than that of the firm.
PHN Multi Style Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining PHN Multi's current stock value. Our valuation model uses many indicators to compare PHN Multi value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across PHN Multi competition to find correlations between indicators driving PHN Multi's intrinsic value. More Info.PHN Multi Style All Cap is rated below average in one year return among similar funds. It also is rated below average in three year return among similar funds . Comparative valuation analysis is a catch-all model that can be used if you cannot value PHN Multi by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for PHN Multi's Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.About PHN Multi Financial Statements
PHN Multi investors utilize fundamental indicators, such as revenue or net income, to predict how PHN Fund might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
The fundamental investment objective of the Fund is to provide long-term capital growth primarily through exposure to a well-diversified portfolio of U.S. equity securities. Phillips Hager is traded on Toronto Stock Exchange in Canada.
Pair Trading with PHN Multi
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 PHN Multi 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 PHN Multi will appreciate offsetting losses from the drop in the long position's value.Moving together with PHN Fund
| 0.95 | 0P000077P2 | RBC Dividend | PairCorr |
| 0.65 | 0P000071W8 | TD Index Fund | PairCorr |
The ability to find closely correlated positions to PHN Multi could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace PHN Multi 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 PHN Multi - 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 PHN Multi Style All Cap to buy it.
The correlation of PHN Multi 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 PHN Multi moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if PHN Multi Style 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 PHN Multi 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.Other Information on Investing in PHN Fund
PHN Multi financial ratios help investors to determine whether PHN 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 PHN with respect to the benefits of owning PHN Multi security.
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