The Long Term Fund Fundamentals
| BSGLX Fund | USD 34.59 0.74 2.09% |
The Long Term fundamentals help investors to digest information that contributes to Long Term's financial success or failures. It also enables traders to predict the movement of Long Mutual Fund. The fundamental analysis module provides a way to measure Long Term's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Long Term mutual fund.
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The Long Term Mutual Fund Five Year Return Analysis
Long Term's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Long Term Five Year Return | 16.55 % |
Most of Long Term's fundamental indicators, such as Five Year Return, 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, The Long Term is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, The Long Term has a Five Year Return of 16.5526%. This is much higher than that of the Baillie Gifford Funds family and significantly higher than that of the World Large-Stock Growth category. The five year return for all United States funds is notably lower than that of the firm.
Long Term Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Long Term's current stock value. Our valuation model uses many indicators to compare Long Term value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Long Term competition to find correlations between indicators driving Long Term's intrinsic value. More Info.The Long Term is rated below average in year to date return among similar funds. It also is rated below average in one year return among similar funds reporting about 1.27 of One Year Return per Year To Date Return. 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 Long Term's earnings, one of the primary drivers of an investment's value.Long Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Long Term's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Long Term could also be used in its relative valuation, which is a method of valuing Long Term by comparing valuation metrics of similar companies.Long Term is fifth largest fund in five year return among similar funds.
Fund Asset Allocation for Long Term
The fund consists of 98.13% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Long Term's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Long Fundamentals
| Total Asset | 1.18 M | ||||
| Year To Date Return | 34.23 % | ||||
| One Year Return | 43.45 % | ||||
| Three Year Return | (0.74) % | ||||
| Five Year Return | 16.55 % | ||||
| Net Asset | 145.12 M | ||||
| Cash Position Weight | 1.87 % | ||||
| Equity Positions Weight | 98.13 % |
About Long Term Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze The Long Term's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Long Term using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of The Long Term based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests at least 80 percent of its net assets in equity securities. While the portfolio managers are not constrained by geographic limitations, it ordinarily invests in securities of issuers located in at least six different countries. In addition, under normal circumstances, the fund will invest at least 40 percent of its total assets in securities of companies located outside the U.S. when market conditions are favorable, but, when market conditions are not favorable, will invest at least 30 percent of its total assets in companies located outside the U.S. It is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Long Mutual Fund
Long Term financial ratios help investors to determine whether Long 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 Long with respect to the benefits of owning Long Term security.
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