Ubs Emerging Markets Fund Fundamentals
| EMPTX Fund | USD 7.87 0.04 0.51% |
Ubs Emerging Markets fundamentals help investors to digest information that contributes to Ubs Emerging's financial success or failures. It also enables traders to predict the movement of Ubs Mutual Fund. The fundamental analysis module provides a way to measure Ubs Emerging'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 Ubs Emerging mutual fund.
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Ubs Emerging Markets Mutual Fund Three Year Return Analysis
Ubs Emerging'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 Ubs Emerging Three Year Return | (5.11) % |
Most of Ubs Emerging'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, Ubs Emerging Markets 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, Ubs Emerging Markets has a Three Year Return of -5.1133%. This is much lower than that of the UBS Asset Management family and significantly lower than that of the Diversified Emerging Mkts category. The three year return for all United States funds is notably higher than that of the company.
Ubs Emerging Markets Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ubs Emerging's current stock value. Our valuation model uses many indicators to compare Ubs Emerging value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ubs Emerging competition to find correlations between indicators driving Ubs Emerging's intrinsic value. More Info.Ubs Emerging Markets is rated # 4 fund in annual yield among similar funds. It is rated # 3 fund in year to date return among similar funds creating about 166.22 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 Ubs Emerging's earnings, one of the primary drivers of an investment's value.Ubs Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ubs Emerging'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 Ubs Emerging could also be used in its relative valuation, which is a method of valuing Ubs Emerging by comparing valuation metrics of similar companies.Ubs Emerging is rated # 2 fund in three year return among similar funds.
Fund Asset Allocation for Ubs Emerging
The fund consists of 96.28% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Ubs Emerging'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.
Ubs Fundamentals
| Total Asset | 503.53 M | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 5.19 % | ||||
| One Year Return | 9.80 % | ||||
| Three Year Return | (5.11) % | ||||
| Five Year Return | (0.04) % | ||||
| Net Asset | 343.73 M | ||||
| Last Dividend Paid | 0.18 | ||||
| Cash Position Weight | 2.65 % | ||||
| Equity Positions Weight | 96.28 % |
About Ubs Emerging Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ubs Emerging Markets's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ubs Emerging using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ubs Emerging Markets 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 invests at least 80 percent of its net assets in equity securities that are tied economically to emerging market countries. It may invest in stocks of companies of any size. The fund will generally hold the stocks of between 20 to 40 issuers. The fund may, but is not required to, use exchange-traded or over-the-counter derivative instruments for risk management purposes or as part of its investment strategies.
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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 Ubs Mutual Fund
Ubs Emerging financial ratios help investors to determine whether Ubs 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 Ubs with respect to the benefits of owning Ubs Emerging security.
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