Fundamental Large Net Asset vs. Cash Position Weight
| TAGRX Fund | USD 77.64 0.43 0.55% |
For Fundamental Large profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fundamental Large to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fundamental Large Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fundamental Large's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fundamental Large Cap over time as well as its relative position and ranking within its peers.
Fundamental |
Fundamental Large Cap Cash Position Weight vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Fundamental Large's current stock value. Our valuation model uses many indicators to compare Fundamental Large value to that of its competitors to determine the firm's financial worth. Fundamental Large Cap is rated third largest fund in net asset among similar funds. It is rated fourth largest fund in cash position weight among similar funds . The ratio of Net Asset to Cash Position Weight for Fundamental Large Cap is about 18,283,642,857 . 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 Large's earnings, one of the primary drivers of an investment's value.Fundamental Cash Position Weight vs. Net Asset
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 Large |
| = | 5.12 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.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Fundamental Large |
| = | 0.28 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Fundamental Cash Position Weight Comparison
Fundamental Large is rated third largest fund in cash position weight among similar funds.
Fundamental Large Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Fundamental Large, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fundamental Large will eventually generate negative long term returns. The profitability progress is the general direction of Fundamental Large's change in net profit over the period of time. It can combine multiple indicators of Fundamental Large, 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 normally invests at least 80 percent of its net assets in equity securities of large-capitalization companies. It may invest up to 35 percent of its assets in foreign securities and may trade securities actively. The fund may invest up to 20 percent of its assets in bonds of any maturity, including up to 15 percent of net assets in below investment grade bonds rated as low as CC by SP Global Ratings or Ca by Moodys Investors Service, Inc. and their unrated equivalents.
Fundamental Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Fundamental Large. 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 Large 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 Large's 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 Large 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?
Run Odds Of Bankruptcy Now
Odds Of BankruptcyGet analysis of equity chance of financial distress in the next 2 years |
| All Next | Launch Module |
Use Investing Themes to Complement your Fundamental Large position
In addition to having Fundamental Large 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 Video Games Thematic Idea Now
Video Games
Companies that are involved in the building and marketing of video games or gaming software. The Video Games theme has 24 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 Video Games Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Fundamental Mutual Fund
To fully project Fundamental Large's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fundamental Large Cap 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 Large's income statement, its balance sheet, and the statement of cash flows.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |