Lateef Focused Equity Positions Weight vs. Five Year Return
| LIMIX Fund | USD 7.88 0.02 0.25% |
For Lateef Focused profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Lateef Focused to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Lateef Focused Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Lateef Focused's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Lateef Focused Growth over time as well as its relative position and ranking within its peers.
Lateef |
Lateef Focused Growth Five Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Lateef Focused's current stock value. Our valuation model uses many indicators to compare Lateef Focused value to that of its competitors to determine the firm's financial worth. Lateef Focused Growth is number one fund in equity positions weight among similar funds. It also is number one fund in five year return among similar funds reporting about 0.09 of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for Lateef Focused Growth is roughly 10.61 . 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 Lateef Focused's earnings, one of the primary drivers of an investment's value.Lateef Five Year Return 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.
Lateef Focused |
| = | 97.90 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Lateef Focused |
| = | 9.23 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Lateef Five Year Return Comparison
Lateef Focused is currently under evaluation in five year return among similar funds.
Lateef Focused Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Lateef Focused, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Lateef Focused will eventually generate negative long term returns. The profitability progress is the general direction of Lateef Focused's change in net profit over the period of time. It can combine multiple indicators of Lateef Focused, 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 normally invests in the common stocks of approximately 15 to 25 mid- and large-cap companies with market capitalizations greater than 2 billion that have, in the Advisers opinion, a competitive advantage. The Sub-Adviser uses an intensive fundamental due diligence research process to attempt to identify companies with owner-oriented management teams that, in the view of the Sub-Adviser, generate consistently high returns on capital. It is non-diversified.
Lateef Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Lateef Focused. 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 Lateef Focused 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 Lateef Focused's important profitability drivers and their relationship over time.
Use Lateef Focused 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 Lateef Focused 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 Lateef Focused will appreciate offsetting losses from the drop in the long position's value.Lateef Focused Pair Trading
Lateef Focused Growth Pair Trading Analysis
The ability to find closely correlated positions to Lateef Focused could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Lateef Focused 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 Lateef Focused - 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 Lateef Focused Growth to buy it.
The correlation of Lateef Focused 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 Lateef Focused moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lateef Focused Growth 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 Lateef Focused 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 Lateef Focused position
In addition to having Lateef Focused 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 Chemicals Makers Thematic Idea Now
Chemicals Makers
Companies developing chemicals for crops, soil as well as human, and animals. The Chemicals Makers 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 Chemicals Makers Theme or any other thematic opportunities.
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Other Information on Investing in Lateef Mutual Fund
To fully project Lateef Focused's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Lateef Focused Growth 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 Lateef Focused's income statement, its balance sheet, and the statement of cash flows.
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