Industrials Portfolio Industrials Fund Retained Earnings
Industrials Portfolio Industrials fundamentals help investors to digest information that contributes to Industrials Portfolio's financial success or failures. It also enables traders to predict the movement of Industrials Mutual Fund. The fundamental analysis module provides a way to measure Industrials Portfolio'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 Industrials Portfolio mutual fund.
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Industrials Portfolio Industrials Mutual Fund Retained Earnings Analysis
Industrials Portfolio's Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.
More About Retained Earnings | All Equity Analysis
Retained Earnings | = | Beginning RE + Income | - | Dividends |
Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.
CompetitionBased on the latest financial disclosure, Industrials Portfolio Industrials has a Retained Earnings of 0.0. This indicator is about the same for the Fidelity Investments average (which is currently at 0.0) family and about the same as Industrials (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Industrials Portfolio
The fund invests 99.52% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.48%) .Asset allocation divides Industrials Portfolio'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.
Industrials Fundamentals
| Price To Earning | 20.91 X | |||
| Price To Book | 3.33 X | |||
| Price To Sales | 1.43 X | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 2.12 % | |||
| One Year Return | 7.64 % | |||
| Three Year Return | 14.68 % | |||
| Five Year Return | 17.31 % | |||
| Ten Year Return | 10.15 % | |||
| Net Asset | 467.59 M | |||
| Cash Position Weight | 0.48 % | |||
| Equity Positions Weight | 99.52 % |
About Industrials Portfolio Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Industrials Portfolio Industrials's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Industrials Portfolio using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Industrials Portfolio Industrials 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.
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Other Tools for Industrials Mutual Fund
When running Industrials Portfolio's price analysis, check to measure Industrials Portfolio's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Industrials Portfolio is operating at the current time. Most of Industrials Portfolio's value examination focuses on studying past and present price action to predict the probability of Industrials Portfolio's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Industrials Portfolio's price. Additionally, you may evaluate how the addition of Industrials Portfolio to your portfolios can decrease your overall portfolio volatility.
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