Innealta Capital Financial Statements From 2010 to 2024

SROAX Fund  USD 13.07  0.09  0.69%   
Innealta Capital financial statements provide useful quarterly and yearly information to potential Innealta Capital Sector investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Innealta Capital financial statements helps investors assess Innealta Capital's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Innealta Capital's valuation are summarized below:
Innealta Capital Sector does not presently have any fundamental trends for analysis.
Check Innealta Capital financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Innealta Capital's main balance sheet or income statement drivers, such as , as well as many indicators such as . Innealta financial statements analysis is a perfect complement when working with Innealta Capital Valuation or Volatility modules.
  
This module can also supplement various Innealta Capital Technical models . Check out the analysis of Innealta Capital Correlation against competitors.

Innealta Capital Sector Mutual Fund Annual Yield Analysis

Innealta Capital's 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.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Innealta Capital Annual Yield

    
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Most of Innealta Capital's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Innealta Capital Sector is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Competition

In accordance with the recently published financial statements, Innealta Capital Sector has an Annual Yield of 0.0026%. This is much higher than that of the Calamos family and significantly higher than that of the Large Blend category. The annual yield for all United States funds is notably lower than that of the firm.

Innealta Capital Sector Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Innealta Capital's current stock value. Our valuation model uses many indicators to compare Innealta Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Innealta Capital competition to find correlations between indicators driving Innealta Capital's intrinsic value. More Info.
Innealta Capital Sector is rated fifth largest fund in annual yield among similar funds. It is rated below average in year to date return among similar funds . 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 Innealta Capital's earnings, one of the primary drivers of an investment's value.

About Innealta Capital Financial Statements

Innealta Capital investors use historical fundamental indicators, such as Innealta Capital's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Innealta Capital. Please read more on our technical analysis and fundamental analysis pages.
The fund will, under normal circumstances, invest at least 80 percent of its net assets in equity securities of issuers domiciled in the U.S. that, in the view of the subadviser, have above average growth potential and meet the environmental, social and governance criteria. The fund may invest up to 20 percent of its net assets in American Depositary Receipts , which are securities representing equity ownership in foreign issuers. The fund may invest in companies of any size and seeks diversification by economic sector.

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Other Information on Investing in Innealta Mutual Fund

Innealta Capital financial ratios help investors to determine whether Innealta Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Innealta with respect to the benefits of owning Innealta Capital security.
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