Sa Worldwide Annual Yield vs. Bond Positions Weight
| SAWMX Fund | USD 12.49 0.01 0.08% |
For Sa Worldwide profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Sa Worldwide to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Sa Worldwide Moderate utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Sa Worldwide's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Sa Worldwide Moderate over time as well as its relative position and ranking within its peers.
SAWMX |
Sa Worldwide Moderate Bond Positions Weight vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Sa Worldwide's current stock value. Our valuation model uses many indicators to compare Sa Worldwide value to that of its competitors to determine the firm's financial worth. Sa Worldwide Moderate is rated second largest fund in annual yield among similar funds. It is rated top fund in bond positions weight among similar funds creating about 1,418 of Bond Positions Weight 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 Sa Worldwide's earnings, one of the primary drivers of an investment's value.SAWMX Bond Positions Weight 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.
Sa Worldwide |
| = | 0.02 % |
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.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Sa Worldwide |
| = | 23.54 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
SAWMX Bond Positions Weight Comparison
Sa Worldwide is currently under evaluation in bond positions weight among similar funds.
Sa Worldwide Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Sa Worldwide, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Sa Worldwide will eventually generate negative long term returns. The profitability progress is the general direction of Sa Worldwide's change in net profit over the period of time. It can combine multiple indicators of Sa Worldwide, 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 adviser currently expects to invests approximately 70 percent of its assets in equity investments and approximately 30 percent of its assets in fixed income investments as represented by the holdings of the underlying SA funds in which the fund invests. Actual allocations to fixed income investments or equity investments can deviate by up to 10. It will normally invest at least 25 percent of its total assets in equity and fixed income investments issued by foreign companies and governments.
SAWMX Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Sa Worldwide. 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 Sa Worldwide 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 Sa Worldwide's important profitability drivers and their relationship over time.
Use Sa Worldwide 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 Sa Worldwide 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 Sa Worldwide will appreciate offsetting losses from the drop in the long position's value.Sa Worldwide Pair Trading
Sa Worldwide Moderate Pair Trading Analysis
The ability to find closely correlated positions to Sa Worldwide could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sa Worldwide 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 Sa Worldwide - 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 Sa Worldwide Moderate to buy it.
The correlation of Sa Worldwide 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 Sa Worldwide moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sa Worldwide Moderate 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 Sa Worldwide 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 Sa Worldwide position
In addition to having Sa Worldwide 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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Giant Impact
An experimental equal-weighted decomposition of large high potential stocks based on Macroaxis scoring framework. The Giant Impact theme has 44 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 Giant Impact Theme or any other thematic opportunities.
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Other Information on Investing in SAWMX Mutual Fund
To fully project Sa Worldwide's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Sa Worldwide Moderate 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 Sa Worldwide's income statement, its balance sheet, and the statement of cash flows.
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