Fundamental Indexplus Annual Yield vs. Net Asset
| PIXAX Fund | USD 18.00 0.09 0.50% |
For Fundamental Indexplus profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fundamental Indexplus to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fundamental Indexplus Tr utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fundamental Indexplus's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fundamental Indexplus Tr over time as well as its relative position and ranking within its peers.
Fundamental |
Fundamental Indexplus Net Asset vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Fundamental Indexplus's current stock value. Our valuation model uses many indicators to compare Fundamental Indexplus value to that of its competitors to determine the firm's financial worth. Fundamental Indexplus Tr is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 13,855,205,479 of Net Asset per Annual Yield. 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 Fundamental Indexplus' earnings, one of the primary drivers of an investment's value.Fundamental Net Asset vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Fundamental Indexplus |
| = | 0.07 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Fundamental Indexplus |
| = | 1.01 B |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Fundamental Net Asset Comparison
Fundamental Indexplus is currently under evaluation in net asset among similar funds.
Fundamental Indexplus Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Fundamental Indexplus, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fundamental Indexplus will eventually generate negative long term returns. The profitability progress is the general direction of Fundamental Indexplus' change in net profit over the period of time. It can combine multiple indicators of Fundamental Indexplus, 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 seeks to exceed the total return of the Russell 1000 Value Index under normal circumstances by obtaining exposure to a portfolio of stocks of U.S. companies, and complementing this equity exposure with absolute return bond alpha strategy. It may invest up to 25 percent of its total assets in securities and instruments that are economically tied to emerging market countries. The fund will normally limit its foreign currency exposure to 35 percent of its total assets.
Fundamental Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Fundamental Indexplus. 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 Fundamental Indexplus 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 Fundamental Indexplus' important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Fundamental Indexplus without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Fundamental Indexplus position
In addition to having Fundamental Indexplus 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?
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SPAC
Entities that are involved in raising capital, merging with and acquiring companies, and investing in private equity through leveraged buyouts. The SPAC theme has 25 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 SPAC Theme or any other thematic opportunities.
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Other Information on Investing in Fundamental Mutual Fund
To fully project Fundamental Indexplus' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fundamental Indexplus 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 Fundamental Indexplus' income statement, its balance sheet, and the statement of cash flows.
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