Cavanal Hill Holdings Turnover vs. Price To Earning
| APLIX Fund | USD 11.64 0.01 0.09% |
For Cavanal Hill profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Cavanal Hill to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Cavanal Hill Hedged utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Cavanal Hill's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Cavanal Hill Hedged over time as well as its relative position and ranking within its peers.
Cavanal |
Cavanal Hill Hedged Price To Earning vs. Holdings Turnover Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Cavanal Hill's current stock value. Our valuation model uses many indicators to compare Cavanal Hill value to that of its competitors to determine the firm's financial worth. Cavanal Hill Hedged is second largest fund in holdings turnover among similar funds. It is fourth largest fund in price to earning among similar funds reporting about 0.11 of Price To Earning per Holdings Turnover. The ratio of Holdings Turnover to Price To Earning for Cavanal Hill Hedged is roughly 8.94 . 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 Cavanal Hill's earnings, one of the primary drivers of an investment's value.Cavanal Price To Earning vs. Holdings Turnover
Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Cavanal Hill |
| = | 131.00 % |
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Cavanal Hill |
| = | 14.66 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Cavanal Price To Earning Comparison
Cavanal Hill is third largest fund in price to earning among similar funds.
Cavanal Hill Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Cavanal Hill, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Cavanal Hill will eventually generate negative long term returns. The profitability progress is the general direction of Cavanal Hill's change in net profit over the period of time. It can combine multiple indicators of Cavanal Hill, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests primarily in dividend paying equity securities, with at least 80 percent of its net assets in income generating equity securities and equity-related instruments traded on U.S. exchanges. The advisor includes common stocks and securities convertible into common stocks of companies with any market capitalization and sponsored or unsponsored American Depositary Receipts . The fund is non-diversified.
Cavanal Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Cavanal Hill. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Cavanal Hill position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Cavanal Hill's important profitability drivers and their relationship over time.
Use Cavanal Hill in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Cavanal Hill position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Cavanal Hill will appreciate offsetting losses from the drop in the long position's value.Cavanal Hill Pair Trading
Cavanal Hill Hedged Pair Trading Analysis
The ability to find closely correlated positions to Cavanal Hill could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Cavanal Hill when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Cavanal Hill - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Cavanal Hill Hedged to buy it.
The correlation of Cavanal Hill is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Cavanal Hill moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Cavanal Hill Hedged moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Cavanal Hill can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Cavanal Hill position
In addition to having Cavanal Hill in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Moderate Funds
Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. The Moderate Funds theme has 43 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Moderate Funds Theme or any other thematic opportunities.
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Other Information on Investing in Cavanal Mutual Fund
To fully project Cavanal Hill's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Cavanal Hill Hedged at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Cavanal Hill's income statement, its balance sheet, and the statement of cash flows.
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