Concorde Wealth Management Fund Fundamentals
| CONWX Fund | USD 18.35 0.19 1.05% |
Concorde Wealth Management fundamentals help investors to digest information that contributes to Concorde Wealth's financial success or failures. It also enables traders to predict the movement of Concorde Mutual Fund. The fundamental analysis module provides a way to measure Concorde Wealth'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 Concorde Wealth mutual fund.
Concorde |
Concorde Wealth Management Mutual Fund Three Year Return Analysis
Concorde Wealth's 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 Concorde Wealth Three Year Return | 4.16 % |
Most of Concorde Wealth's 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, Concorde Wealth Management 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, Concorde Wealth Management has a Three Year Return of 4.157%. This is much higher than that of the Concorde family and significantly higher than that of the Allocation--50% to 70% Equity category. The three year return for all United States funds is notably lower than that of the firm.
Concorde Wealth Mana Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Concorde Wealth's current stock value. Our valuation model uses many indicators to compare Concorde Wealth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Concorde Wealth competition to find correlations between indicators driving Concorde Wealth's intrinsic value. More Info.Concorde Wealth Management 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 155.65 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 Concorde Wealth's earnings, one of the primary drivers of an investment's value.Concorde Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Concorde Wealth's 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 Concorde Wealth could also be used in its relative valuation, which is a method of valuing Concorde Wealth by comparing valuation metrics of similar companies.Concorde Wealth is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Concorde Wealth
The fund invests 61.36% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (18.37%) , cash (8.8%) and various exotic instruments.Asset allocation divides Concorde Wealth'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.
Concorde Fundamentals
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 2.19 % | ||||
| One Year Return | 10.68 % | ||||
| Three Year Return | 4.16 % | ||||
| Five Year Return | 13.88 % | ||||
| Ten Year Return | 6.69 % | ||||
| Net Asset | 36.27 M | ||||
| Minimum Initial Investment | 500 | ||||
| Last Dividend Paid | 0.17 | ||||
| Cash Position Weight | 8.80 % | ||||
| Equity Positions Weight | 61.36 % | ||||
| Bond Positions Weight | 18.37 % |
About Concorde Wealth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Concorde Wealth Management's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Concorde Wealth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Concorde Wealth Management 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 invests primarily in a portfolio of equity securities that the adviser believes are undervalued, debt securities that offer appropriate current returns that are commensurate with related risks and private equity, based on risk and return attributes as dictated by broad market and economic conditions. It normally invests approximately 40 percent to 60 percent of the funds total assets in equity securities and 40 percent to 60 percent in fixed income securities.
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Other Information on Investing in Concorde Mutual Fund
Concorde Wealth financial ratios help investors to determine whether Concorde 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 Concorde with respect to the benefits of owning Concorde Wealth security.
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