Brinker Capital Destinations Fund Fundamentals
| DSHFX Fund | USD 12.18 0.08 0.66% |
Brinker Capital Destinations fundamentals help investors to digest information that contributes to Brinker Capital's financial success or failures. It also enables traders to predict the movement of Brinker Mutual Fund. The fundamental analysis module provides a way to measure Brinker Capital'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 Brinker Capital mutual fund.
Brinker |
Brinker Capital Destinations Mutual Fund Equity Positions Weight Analysis
Brinker Capital's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Brinker Capital Equity Positions Weight | 99.31 % |
Most of Brinker Capital's fundamental indicators, such as Equity Positions Weight, 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, Brinker Capital Destinations is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Brinker Capital Destinations has an Equity Positions Weight of 99%. This is much higher than that of the Destinations Funds family and significantly higher than that of the Options Trading category. The equity positions weight for all United States funds is notably lower than that of the firm.
Brinker Capital Dest Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Brinker Capital's current stock value. Our valuation model uses many indicators to compare Brinker Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Brinker Capital competition to find correlations between indicators driving Brinker Capital's intrinsic value. More Info.Brinker Capital Destinations is rated # 4 fund in annual yield among similar funds. It also is rated # 4 fund in net asset among similar funds making up about 36,190,062,222 of Net Asset per Annual Yield. 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 Brinker Capital's earnings, one of the primary drivers of an investment's value.Brinker Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Brinker Capital's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Brinker Capital could also be used in its relative valuation, which is a method of valuing Brinker Capital by comparing valuation metrics of similar companies.Brinker Capital is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Brinker Capital
The fund invests 99.31% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.69%) .Asset allocation divides Brinker Capital'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.
Brinker Fundamentals
| Total Asset | 58.27 M | ||||
| Annual Yield | 0 % | ||||
| Net Asset | 97.71 M | ||||
| Cash Position Weight | 0.69 % | ||||
| Equity Positions Weight | 99.31 % |
About Brinker Capital Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Brinker Capital Destinations's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Brinker Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Brinker Capital Destinations 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 funds investment strategy seeks to provide capital appreciation through broad exposure to the equity markets with a lower volatility profile than long-only equity strategies, due to its implementation of a hedging strategy that uses index options to seek to limit the magnitude of negative returns during a declining equity market, thereby reducing the level of positive returns required to recoup losses.
Also Currently Popular
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 Brinker Mutual Fund
Brinker Capital financial ratios help investors to determine whether Brinker 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 Brinker with respect to the benefits of owning Brinker Capital security.
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