Crawford Multi Equity Positions Weight vs. Bond Positions Weight
| CMALX Fund | USD 26.46 0.25 0.95% |
For Crawford Multi profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Crawford Multi to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Crawford Multi Asset Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Crawford Multi's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Crawford Multi Asset Income over time as well as its relative position and ranking within its peers.
Crawford |
Crawford Multi Asset Bond Positions Weight vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Crawford Multi's current stock value. Our valuation model uses many indicators to compare Crawford Multi value to that of its competitors to determine the firm's financial worth. Crawford Multi Asset Income is rated below average in equity positions weight among similar funds. It is fourth largest fund in bond positions weight among similar funds creating about 0.12 of Bond Positions Weight per Equity Positions Weight. The ratio of Equity Positions Weight to Bond Positions Weight for Crawford Multi Asset Income is roughly 8.41 . 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 Crawford Multi's earnings, one of the primary drivers of an investment's value.Crawford Bond Positions Weight vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Crawford Multi |
| = | 55.67 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Crawford Multi |
| = | 6.62 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Crawford Bond Positions Weight Comparison
Crawford Multi is third largest fund in bond positions weight among similar funds.
Crawford Multi Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Crawford Multi, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Crawford Multi will eventually generate negative long term returns. The profitability progress is the general direction of Crawford Multi's change in net profit over the period of time. It can combine multiple indicators of Crawford Multi, 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 pursues a multi-asset income strategy with the primary objective of generating current income. It invests primarily in dividend paying common stocks, preferred stocks, corporate bonds, U.S. government securities, convertible bonds and real estate investment trusts . Under normal circumstances, the fund will invest at least 80 percent of its assets in income producing securities. The fund may invest in equity securities of foreign issuers, directly or indirectly through American Depositary Receipts or other types of depositary receipts.
Crawford Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Crawford Multi. 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 Crawford Multi 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 Crawford Multi's important profitability drivers and their relationship over time.
Use Crawford Multi 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 Crawford Multi 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 Crawford Multi will appreciate offsetting losses from the drop in the long position's value.Crawford Multi Pair Trading
Crawford Multi Asset Income Pair Trading Analysis
The ability to find closely correlated positions to Crawford Multi could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Crawford Multi 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 Crawford Multi - 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 Crawford Multi Asset Income to buy it.
The correlation of Crawford Multi 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 Crawford Multi moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Crawford Multi Asset 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 Crawford Multi 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 Crawford Multi position
In addition to having Crawford Multi 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?
Run ISP Thematic Idea Now
ISP
Internet Service Providers (ISP) companies and IT providers specializing in internet technologies. The ISP theme has 39 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 ISP Theme or any other thematic opportunities.
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Other Information on Investing in Crawford Mutual Fund
To fully project Crawford Multi's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Crawford Multi Asset 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 Crawford Multi's income statement, its balance sheet, and the statement of cash flows.
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