Perkins Mid Cap Fund Filter Stocks by Fundamentals
Perkins Mid Cap fundamentals help investors to digest information that contributes to Perkins Mid's financial success or failures. It also enables traders to predict the movement of Perkins Mutual Fund. The fundamental analysis module provides a way to measure Perkins Mid'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 Perkins Mid mutual fund.
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Fund Asset Allocation for Perkins Mid
The fund consists of 96.48% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Perkins Mid'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.
Perkins Fundamentals
| Price To Earning | 5.28 X | ||||
| Price To Book | 2.14 X | ||||
| Price To Sales | 1.28 X | ||||
| Total Asset | 2.86 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 17.21 % | ||||
| One Year Return | 18.60 % | ||||
| Three Year Return | 8.23 % | ||||
| Five Year Return | 7.89 % | ||||
| Ten Year Return | 7.13 % | ||||
| Net Asset | 3.72 B | ||||
| Last Dividend Paid | 0.12 | ||||
| Cash Position Weight | 3.52 % | ||||
| Equity Positions Weight | 96.48 % |
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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.Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Other Tools for Perkins Mutual Fund
When running Perkins Mid's price analysis, check to measure Perkins Mid's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Perkins Mid is operating at the current time. Most of Perkins Mid's value examination focuses on studying past and present price action to predict the probability of Perkins Mid's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Perkins Mid's price. Additionally, you may evaluate how the addition of Perkins Mid to your portfolios can decrease your overall portfolio volatility.
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