Api Efficient Frontier Fund Fundamentals
| ADVAX Fund | USD 9.51 0.02 0.21% |
Api Efficient Frontier fundamentals help investors to digest information that contributes to Api Efficient's financial success or failures. It also enables traders to predict the movement of Api Mutual Fund. The fundamental analysis module provides a way to measure Api Efficient's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Api Efficient mutual fund.
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Api Efficient Frontier Mutual Fund Five Year Return Analysis
Api Efficient's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
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Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Api Efficient Five Year Return | (4.03) % |
Most of Api Efficient's fundamental indicators, such as Five Year Return, 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, Api Efficient Frontier is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Api Efficient Frontier has a Five Year Return of -4.03%. This is much lower than that of the North Square family and significantly lower than that of the Multisector Bond category. The five year return for all United States funds is notably higher than that of the company.
Api Efficient Frontier Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Api Efficient's current stock value. Our valuation model uses many indicators to compare Api Efficient value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Api Efficient competition to find correlations between indicators driving Api Efficient's intrinsic value. More Info.Api Efficient Frontier is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 100.28 of Year To Date Return per Annual Yield. 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 Api Efficient's earnings, one of the primary drivers of an investment's value.Did you try this?
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Fund Asset Allocation for Api Efficient
The fund consists of 98.61% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Api Efficient's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Api Fundamentals
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 3.64 % | ||||
| One Year Return | (11.99) % | ||||
| Three Year Return | 13.44 % | ||||
| Five Year Return | (4.03) % | ||||
| Ten Year Return | 1.10 % | ||||
| Net Asset | 148.63 M | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 0.07 | ||||
| Holdings Turnover | 30.00 % | ||||
| Cash Position Weight | 0.03 % | ||||
| Equity Positions Weight | 98.61 % |
About Api Efficient Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Api Efficient Frontier's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Api Efficient using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Api Efficient Frontier based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund pursues its investment objectives by primarily investing in preferred securities and other income producing securities, including convertible securities, debt securities, mortgage-backed securities, asset-backed securities, common stocks, derivatives, real estate investment trusts and securities of other investment companies such as closed-end funds and exchange traded funds. Under normal market conditions, it invests primarily in preferred securities and debt securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Api Mutual Fund
Api Efficient financial ratios help investors to determine whether Api 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 Api with respect to the benefits of owning Api Efficient security.
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