Copeland International Small Fund Fundamentals
| CISAX Fund | USD 7.83 0.15 1.95% |
Copeland International Small fundamentals help investors to digest information that contributes to Copeland International's financial success or failures. It also enables traders to predict the movement of Copeland Mutual Fund. The fundamental analysis module provides a way to measure Copeland International'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 Copeland International mutual fund.
Copeland |
Copeland International Small Mutual Fund Equity Positions Weight Analysis
Copeland International's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Copeland International Equity Positions Weight | 105.16 % |
Most of Copeland International's fundamental indicators, such as Equity Positions Weight, 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, Copeland International Small is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Copeland International Small has an Equity Positions Weight of 105%. This is much higher than that of the Copeland Funds family and significantly higher than that of the Foreign Small/Mid Growth category. The equity positions weight for all United States funds is notably lower than that of the firm.
Copeland International Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Copeland International's current stock value. Our valuation model uses many indicators to compare Copeland International value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Copeland International competition to find correlations between indicators driving Copeland International's intrinsic value. More Info.Copeland International Small is the top fund in annual yield among similar funds. It also is the top fund in net asset among similar funds making up about 24,282,936 of Net Asset 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 Copeland International's earnings, one of the primary drivers of an investment's value.Copeland Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Copeland International's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Copeland International could also be used in its relative valuation, which is a method of valuing Copeland International by comparing valuation metrics of similar companies.Copeland International is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Copeland International
The fund invests 105.16% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Copeland International'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.
Copeland Fundamentals
| Total Asset | 267.83 K | ||||
| Annual Yield | 0.02 % | ||||
| Net Asset | 529.37 K | ||||
| Cash Position Weight | (5.20) % | ||||
| Equity Positions Weight | 105.16 % |
About Copeland International Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Copeland International Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Copeland International using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Copeland International Small 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 is primarily composed of common stocks, American Depositary Receipts , real estate investment trusts of international companies or entities, Master Limited Partnerships and cash equivalents. Copeland International is traded on NASDAQ Exchange in the United States.
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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 Copeland Mutual Fund
Copeland International financial ratios help investors to determine whether Copeland 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 Copeland with respect to the benefits of owning Copeland International security.
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