Pear Tree Essex Fund Equity Positions Weight
| GEORX Fund | USD 6.67 0.06 0.91% |
Pear Tree Essex fundamentals help investors to digest information that contributes to Pear Tree's financial success or failures. It also enables traders to predict the movement of Pear Mutual Fund. The fundamental analysis module provides a way to measure Pear Tree'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 Pear Tree mutual fund.
Pear |
Pear Tree Essex Mutual Fund Equity Positions Weight Analysis
Pear Tree'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 Pear Tree Equity Positions Weight | 91.30 % |
Most of Pear Tree'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, Pear Tree Essex 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, Pear Tree Essex has an Equity Positions Weight of 91%. This is much higher than that of the Pear Tree Funds family and significantly higher than that of the Mid-Cap Growth category. The equity positions weight for all United States funds is notably lower than that of the firm.
Pear Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pear Tree'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 Pear Tree could also be used in its relative valuation, which is a method of valuing Pear Tree by comparing valuation metrics of similar companies.Pear Tree is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Pear Tree
The fund consists of 91.3% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Pear Tree'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.
Pear Fundamentals
| Total Asset | 68.75 M | ||||
| Net Asset | 54.02 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Cash Position Weight | 8.70 % | ||||
| Equity Positions Weight | 91.30 % |
About Pear Tree Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pear Tree Essex's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pear Tree using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pear Tree Essex 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.
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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 Pear Mutual Fund
Pear Tree financial ratios help investors to determine whether Pear 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 Pear with respect to the benefits of owning Pear Tree security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |