Growth Allocation Holdings Turnover vs. One Year Return
Considering Growth Allocation's profitability and operating efficiency indicators, Growth Allocation Fund 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 Growth Allocation's ability to earn profits and add value for shareholders.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in manufacturing.
Please note, there is a significant difference between Growth Allocation's value and its price as these two are different measures arrived at by different means. Investors typically determine if Growth Allocation is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Growth Allocation's 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.
For Growth Allocation profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Growth Allocation to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Growth Allocation Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Growth Allocation's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Growth Allocation Fund over time as well as its relative position and ranking within its peers.
Growth |
Growth Allocation One Year Return vs. Holdings Turnover Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Growth Allocation's current stock value. Our valuation model uses many indicators to compare Growth Allocation value to that of its competitors to determine the firm's financial worth. Growth Allocation Fund is one of the top funds in holdings turnover among similar funds. It is rated # 5 fund in one year return among similar funds reporting about 0.14 of One Year Return per Holdings Turnover. The ratio of Holdings Turnover to One Year Return for Growth Allocation Fund is roughly 7.27 . 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 Growth Allocation's earnings, one of the primary drivers of an investment's value.Growth One Year Return 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.
Growth Allocation |
| = | 8.00 % |
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.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Growth Allocation |
| = | 1.10 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Growth One Year Return Comparison
Growth Allocation is currently under evaluation in one year return among similar funds.
Growth Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Growth Allocation. 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 Growth Allocation 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 Growth Allocation's important profitability drivers and their relationship over time.
Use Growth Allocation 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 Growth Allocation 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 Growth Allocation will appreciate offsetting losses from the drop in the long position's value.Growth Allocation Pair Trading
Growth Allocation Fund Pair Trading Analysis
The ability to find closely correlated positions to SLM Corp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace SLM Corp 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 SLM Corp - 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 SLM Corp to buy it.
The correlation of SLM Corp 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 SLM Corp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if SLM Corp 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 SLM Corp 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 Growth Allocation position
In addition to having Growth Allocation 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 EUR Crypto Assets Thematic Idea Now
EUR Crypto Assets
An experimental p2p digital currency that is accepted by many vendors in Euro. The EUR Crypto Assets theme has 0 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 EUR Crypto Assets Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Other Consideration for investing in Growth Mutual Fund
If you are still planning to invest in Growth Allocation check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Growth Allocation's history and understand the potential risks before investing.
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