Calvert Smallmid Holdings Turnover vs. Price To Earning
| CMPAX Fund | 26.55 0.30 1.12% |
For Calvert Smallmid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calvert Smallmid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calvert Smallmid Cap A utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calvert Smallmid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calvert Smallmid Cap A over time as well as its relative position and ranking within its peers.
Calvert |
Calvert Smallmid Cap Price To Earning vs. Holdings Turnover Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Smallmid's current stock value. Our valuation model uses many indicators to compare Calvert Smallmid value to that of its competitors to determine the firm's financial worth. Calvert Smallmid Cap A is the top fund in holdings turnover among similar funds. It also is the top fund in price to earning among similar funds reporting about 0.14 of Price To Earning per Holdings Turnover. The ratio of Holdings Turnover to Price To Earning for Calvert Smallmid Cap A is roughly 7.15 . 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 Calvert Smallmid's earnings, one of the primary drivers of an investment's value.Calvert 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.
Calvert Smallmid |
| = | 98.00 % |
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.
Calvert Smallmid |
| = | 13.71 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.
Calvert Price To Earning Comparison
Calvert Smallmid is currently under evaluation in price to earning among similar funds.
Calvert Smallmid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calvert Smallmid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calvert Smallmid will eventually generate negative long term returns. The profitability progress is the general direction of Calvert Smallmid's change in net profit over the period of time. It can combine multiple indicators of Calvert Smallmid, 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in common stocks of small- to mid-capitalization companies . The manager defines small- to mid-capitalization companies as those whose market capitalization falls within the range of the Russell 2500 Index at the time of investments. As of March 31, 2023, the market capitalization range for Russell 2500 Index was 3.0 million to 23.8 billion.
Calvert Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calvert Smallmid. 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 Calvert Smallmid 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 Calvert Smallmid's important profitability drivers and their relationship over time.
Use Calvert Smallmid 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 Calvert Smallmid 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 Calvert Smallmid will appreciate offsetting losses from the drop in the long position's value.Calvert Smallmid Pair Trading
Calvert Smallmid Cap A Pair Trading Analysis
The ability to find closely correlated positions to Calvert Smallmid could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calvert Smallmid 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 Calvert Smallmid - 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 Calvert Smallmid Cap A to buy it.
The correlation of Calvert Smallmid 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 Calvert Smallmid moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calvert Smallmid Cap 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 Calvert Smallmid 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 Calvert Smallmid position
In addition to having Calvert Smallmid 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 Most Shorted Equities Thematic Idea Now
Most Shorted Equities
Dynamically calculated list of top equities currently trending upward via a buy-out by investors. The Most Shorted Equities theme has 200 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 Most Shorted Equities Theme or any other thematic opportunities.
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Other Information on Investing in Calvert Mutual Fund
To fully project Calvert Smallmid's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calvert Smallmid Cap 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 Calvert Smallmid's income statement, its balance sheet, and the statement of cash flows.
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