Growth Portfolio Price To Earning vs. Ten Year Return
| MSEQX Fund | USD 58.52 0.91 1.58% |
For Growth Portfolio profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Growth Portfolio to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Growth Portfolio Class utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Growth Portfolio's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Growth Portfolio Class over time as well as its relative position and ranking within its peers.
Growth |
Growth Portfolio Class Ten Year Return vs. Price To Earning Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Growth Portfolio's current stock value. Our valuation model uses many indicators to compare Growth Portfolio value to that of its competitors to determine the firm's financial worth. Growth Portfolio Class is rated below average in price to earning among similar funds. It also is rated below average in ten year return among similar funds reporting about 0.59 of Ten Year Return per Price To Earning. The ratio of Price To Earning to Ten Year Return for Growth Portfolio Class is roughly 1.69 . 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 Portfolio's earnings, one of the primary drivers of an investment's value.Growth Ten Year Return vs. Price To Earning
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.
Growth Portfolio |
| = | 34.15 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.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Growth Portfolio |
| = | 20.18 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Growth Ten Year Return Comparison
Growth Portfolio is regarded fifth largest fund in ten year return among similar funds.
Growth Portfolio Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Growth Portfolio, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Growth Portfolio will eventually generate negative long term returns. The profitability progress is the general direction of Growth Portfolio's change in net profit over the period of time. It can combine multiple indicators of Growth Portfolio, 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 invests primarily in established and emerging companies, with capitalizations within the range of companies included in the Russell 1000 Growth Index. It may invest up to 25 percent of its total assets in foreign securities.
Growth Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Growth Portfolio. 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 Portfolio 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 Portfolio's important profitability drivers and their relationship over time.
Use Growth Portfolio 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 Portfolio 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 Portfolio will appreciate offsetting losses from the drop in the long position's value.Growth Portfolio Pair Trading
Growth Portfolio Class Pair Trading Analysis
The ability to find closely correlated positions to Growth Portfolio could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Growth Portfolio 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 Growth Portfolio - 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 Growth Portfolio Class to buy it.
The correlation of Growth Portfolio 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 Growth Portfolio moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Growth Portfolio Class 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 Growth Portfolio 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 Portfolio position
In addition to having Growth Portfolio 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 Tech Growth Thematic Idea Now
Tech Growth
Instruments that are typically traded at high earnings multiples compared to their competitors and other sectors and have been known to drive market cycles frequently. The Tech Growth theme has 66 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 Tech Growth Theme or any other thematic opportunities.
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Other Information on Investing in Growth Mutual Fund
To fully project Growth Portfolio's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Growth Portfolio Class 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 Growth Portfolio's income statement, its balance sheet, and the statement of cash flows.
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