Emerging Markets Cash Position Weight vs. Three Year Return

DEMSX Fund  USD 23.33  0.02  0.09%   
Based on Emerging Markets' profitability indicators, Emerging Markets Small may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Emerging Markets' ability to earn profits and add value for shareholders.
For Emerging Markets profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Emerging Markets to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Emerging Markets Small utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Emerging Markets's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Emerging Markets Small over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Emerging Markets' value and its price as these two are different measures arrived at by different means. Investors typically determine if Emerging Markets is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Emerging Markets' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Emerging Markets Small Three Year Return vs. Cash Position Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Emerging Markets's current stock value. Our valuation model uses many indicators to compare Emerging Markets value to that of its competitors to determine the firm's financial worth.
Emerging Markets Small is one of the top funds in cash position weight among similar funds. It also is one of the top funds in three year return among similar funds reporting about  0.58  of Three Year Return per Cash Position Weight. The ratio of Cash Position Weight to Three Year Return for Emerging Markets Small is roughly  1.73 . 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 Emerging Markets' earnings, one of the primary drivers of an investment's value.

Emerging Three Year Return vs. Cash Position Weight

Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Emerging Markets

Cash Percentage

 = 

% of Cash

in the fund

 = 
4.63 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Emerging Markets

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
2.68 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

Emerging Three Year Return Comparison

Emerging Markets is currently under evaluation in three year return among similar funds.

Emerging Markets Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Emerging Markets, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Emerging Markets will eventually generate negative long term returns. The profitability progress is the general direction of Emerging Markets' change in net profit over the period of time. It can combine multiple indicators of Emerging Markets, 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 Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the Emerging Markets Small Cap Series of the DFA Investment Trust Company , which has the same investment objective and policies as the Portfolio. As a non-fundamental policy, under normal circumstances, the Emerging Markets Small Cap Series will invest at least 80 percent of its net assets in emerging market investments that are designated in the Prospectus as Approved Market securities of small companies.

Emerging Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Emerging Markets. 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 Emerging Markets 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 Emerging Markets' important profitability drivers and their relationship over time.

Use Emerging Markets 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 Emerging Markets 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 Emerging Markets will appreciate offsetting losses from the drop in the long position's value.

Emerging Markets Pair Trading

Emerging Markets Small Pair Trading Analysis

The ability to find closely correlated positions to Emerging Markets could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Emerging Markets 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 Emerging Markets - 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 Emerging Markets Small to buy it.
The correlation of Emerging Markets 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 Emerging Markets moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Emerging Markets Small 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 Emerging Markets 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Emerging Markets position

In addition to having Emerging Markets 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 Emerging Markets ETFs Thematic Idea Now

Emerging Markets ETFs
Emerging Markets ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Emerging Markets ETFs theme has 29 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 Emerging Markets ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Emerging Mutual Fund

To fully project Emerging Markets' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Emerging Markets Small 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 Emerging Markets' income statement, its balance sheet, and the statement of cash flows.
Potential Emerging Markets investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Emerging Markets investors may work on each financial statement separately, they are all related. The changes in Emerging Markets's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Emerging Markets's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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