Spectrum Fund Equity Positions Weight vs. Minimum Initial Investment

SRUIX Fund  USD 15.49  0.06  0.39%   
Based on the measurements of profitability obtained from Spectrum Fund's financial statements, Spectrum Fund Institutional may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Spectrum Fund's ability to earn profits and add value for shareholders.
For Spectrum Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Spectrum Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Spectrum Fund Institutional utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Spectrum Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Spectrum Fund Institutional over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Spectrum Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if Spectrum Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Spectrum Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Spectrum Fund Instit Minimum Initial Investment vs. Equity Positions Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Spectrum Fund's current stock value. Our valuation model uses many indicators to compare Spectrum Fund value to that of its competitors to determine the firm's financial worth.
Spectrum Fund Institutional is rated top fund in equity positions weight among similar funds. It also is rated top fund in minimum initial investment among similar funds making about  12,525  of Minimum Initial Investment per Equity Positions Weight. 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 Spectrum Fund's earnings, one of the primary drivers of an investment's value.

Spectrum Minimum Initial Investment 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.

Spectrum Fund

Stock Percentage

 = 

% of Equities

in the fund

 = 
79.84 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Spectrum Fund

Minimum Initial Investment

=

First Fund Deposit

 = 
1000 K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.

Spectrum Fund Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Spectrum Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Spectrum Fund will eventually generate negative long term returns. The profitability progress is the general direction of Spectrum Fund's change in net profit over the period of time. It can combine multiple indicators of Spectrum Fund, 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 achieve its investment objective by taking long and short positions in the global securities markets. It primarily invests long in common and preferred stocks and in investment companies , which include domestic and foreign mutual funds, as well as in exchange traded funds , closed-end funds, and unit investment trusts. The fund may invest up to 100 percent of its net assets in fixed income securities of any maturity and of any credit rating and cash equivalent securities.

Spectrum Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Spectrum Fund. 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 Spectrum Fund 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 Spectrum Fund's important profitability drivers and their relationship over time.

Use Spectrum Fund 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 Spectrum Fund 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 Spectrum Fund will appreciate offsetting losses from the drop in the long position's value.

Spectrum Fund Pair Trading

Spectrum Fund Institutional Pair Trading Analysis

The ability to find closely correlated positions to Spectrum Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Spectrum Fund 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 Spectrum Fund - 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 Spectrum Fund Institutional to buy it.
The correlation of Spectrum Fund 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 Spectrum Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Spectrum Fund Instit 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 Spectrum Fund 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Spectrum Fund position

In addition to having Spectrum Fund 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
Tech Growth Theme
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 Spectrum Mutual Fund

To fully project Spectrum Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Spectrum Fund Instit 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 Spectrum Fund's income statement, its balance sheet, and the statement of cash flows.
Potential Spectrum Fund investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Spectrum Fund investors may work on each financial statement separately, they are all related. The changes in Spectrum Fund's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Spectrum Fund's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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