Fisher Small Cap Fund Fundamentals
| IUSCX Fund | USD 13.53 0.04 0.30% |
Fisher Small Cap fundamentals help investors to digest information that contributes to Fisher Small's financial success or failures. It also enables traders to predict the movement of Fisher Mutual Fund. The fundamental analysis module provides a way to measure Fisher Small'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 Fisher Small mutual fund.
Fisher |
Fisher Small Cap Mutual Fund Equity Positions Weight Analysis
Fisher Small'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 Fisher Small Equity Positions Weight | 99.44 % |
Most of Fisher Small'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, Fisher Small Cap 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, Fisher Small Cap has an Equity Positions Weight of 99%. This is much higher than that of the Fisher Investments family and significantly higher than that of the Small Growth category. The equity positions weight for all United States funds is notably lower than that of the firm.
Fisher Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fisher Small's current stock value. Our valuation model uses many indicators to compare Fisher Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fisher Small competition to find correlations between indicators driving Fisher Small's intrinsic value. More Info.Fisher Small Cap is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in net asset among similar funds making up about 188,049,091 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 Fisher Small's earnings, one of the primary drivers of an investment's value.Fisher Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fisher Small'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 Fisher Small could also be used in its relative valuation, which is a method of valuing Fisher Small by comparing valuation metrics of similar companies.Fisher Small is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Fisher Small
The fund invests 99.44% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.56%) .Asset allocation divides Fisher Small'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.
Fisher Fundamentals
| Total Asset | 233.26 K | ||||
| Annual Yield | 0 % | ||||
| Net Asset | 206.85 K | ||||
| Equity Positions Weight | 99.44 % | ||||
| Bond Positions Weight | 0.56 % |
About Fisher Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fisher Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fisher Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fisher Small Cap 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 seeks to achieve its objective by investing primarily in a portfolio of equity securities of small cap issuers located in the United States. Under normal circumstances, it invests at least 80 percent of its assets in common stocks of U.S. small cap companies. The funds investment adviser, Fisher Asset Management, LLC considers small cap companies to be companies that, at the time of investment, have market capitalizations within the range of market capitalizations of the companies appearing in the benchmark.
Also Currently Popular
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 Fisher Mutual Fund
Fisher Small financial ratios help investors to determine whether Fisher 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 Fisher with respect to the benefits of owning Fisher Small security.
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