Six Circles Managed Fund Fundamentals
| CMIUX Fund | USD 13.69 0.14 1.01% |
Six Circles Managed fundamentals help investors to digest information that contributes to Six Circles' financial success or failures. It also enables traders to predict the movement of Six Mutual Fund. The fundamental analysis module provides a way to measure Six Circles' 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 Six Circles mutual fund.
Six |
Six Circles Managed Mutual Fund Three Year Return Analysis
Six Circles' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Six Circles Three Year Return | 5.54 % |
Most of Six Circles' fundamental indicators, such as Three 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, Six Circles Managed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Six Circles Managed has a Three Year Return of 5.5378%. This is much higher than that of the Six Circles family and significantly higher than that of the Europe Stock category. The three year return for all United States funds is notably lower than that of the firm.
Six Circles Managed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Six Circles's current stock value. Our valuation model uses many indicators to compare Six Circles value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Six Circles competition to find correlations between indicators driving Six Circles's intrinsic value. More Info.Six Circles Managed 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 331.46 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 Six Circles' earnings, one of the primary drivers of an investment's value.Six Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Six Circles' direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Six Circles could also be used in its relative valuation, which is a method of valuing Six Circles by comparing valuation metrics of similar companies.Six Circles is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Six Circles
The fund consists of 95.75% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Six Circles' 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.
Six Fundamentals
| Total Asset | 2.99 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 7.13 % | ||||
| One Year Return | 12.45 % | ||||
| Three Year Return | 5.54 % | ||||
| Five Year Return | 8.73 % | ||||
| Net Asset | 748.32 M | ||||
| Last Dividend Paid | 0.2 | ||||
| Cash Position Weight | 4.03 % | ||||
| Equity Positions Weight | 95.75 % |
About Six Circles Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Six Circles Managed's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Six Circles using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Six Circles Managed 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.Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities and other instruments with economic characteristics similar to equity securities. It may also invest in companies in emerging markets or developing countries, U.S. dollar-denominated securities issued by foreign entities, and American Depositary Receipts or Global Depositary Receipts . The fund is non-diversified.
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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 Six Mutual Fund
Six Circles financial ratios help investors to determine whether Six 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 Six with respect to the benefits of owning Six Circles security.
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