Gabelli Esg Price To Book vs. Cash Position Weight
| SRIGX Fund | USD 12.54 0.11 0.88% |
For Gabelli Esg profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Gabelli Esg to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Gabelli Esg Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Gabelli Esg's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Gabelli Esg Fund over time as well as its relative position and ranking within its peers.
Gabelli |
Gabelli Esg Fund Cash Position Weight vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Gabelli Esg's current stock value. Our valuation model uses many indicators to compare Gabelli Esg value to that of its competitors to determine the firm's financial worth. Gabelli Esg Fund is rated below average in price to book among similar funds. It is rated below average in cash position weight among similar funds creating about 3.97 of Cash Position Weight per Price To Book. 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 Gabelli Esg's earnings, one of the primary drivers of an investment's value.Gabelli Cash Position Weight vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Gabelli Esg |
| = | 2.94 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Gabelli Esg |
| = | 11.68 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Gabelli Cash Position Weight Comparison
Gabelli Esg is rated below average in cash position weight among similar funds.
Gabelli Esg Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Gabelli Esg, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Gabelli Esg will eventually generate negative long term returns. The profitability progress is the general direction of Gabelli Esg's change in net profit over the period of time. It can combine multiple indicators of Gabelli Esg, 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 will seek to achieve its objective by investing substantially all, and in any case, no less than 80, of its assets in common stocks and preferred stocks of companies that meet the funds guidelines for social responsibility at the time of investment. It may also invest in foreign securities and in securities that are convertible into common stocks. The Adviser employs a social screening overlay process on a pro-active basis at the time of investment to identify companies that meet the funds social guidelines.
Gabelli Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Gabelli Esg. 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 Gabelli Esg 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 Gabelli Esg's important profitability drivers and their relationship over time.
Use Gabelli Esg 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 Gabelli Esg 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 Gabelli Esg will appreciate offsetting losses from the drop in the long position's value.Gabelli Esg Pair Trading
Gabelli Esg Fund Pair Trading Analysis
The ability to find closely correlated positions to Gabelli Esg could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Gabelli Esg 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 Gabelli Esg - 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 Gabelli Esg Fund to buy it.
The correlation of Gabelli Esg 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 Gabelli Esg moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Gabelli Esg Fund 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 Gabelli Esg 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 Gabelli Esg position
In addition to having Gabelli Esg 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 39 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.
| View All Next | Launch |
Other Information on Investing in Gabelli Mutual Fund
To fully project Gabelli Esg's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Gabelli Esg Fund 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 Gabelli Esg's income statement, its balance sheet, and the statement of cash flows.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences |