Income Growth Net Asset vs. Price To Book
| AMGIX Fund | USD 39.48 0.10 0.25% |
For Income Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Income Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Income Growth Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Income Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Income Growth Fund over time as well as its relative position and ranking within its peers.
Income |
Income Growth Price To Book vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Income Growth's current stock value. Our valuation model uses many indicators to compare Income Growth value to that of its competitors to determine the firm's financial worth. Income Growth Fund is the top fund in net asset among similar funds. It also is the top fund in price to book among similar funds . The ratio of Net Asset to Price To Book for Income Growth Fund is about 810,548,872 . 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 Income Growth's earnings, one of the primary drivers of an investment's value.Income Price To Book vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Income Growth |
| = | 2.16 B |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Income Growth |
| = | 2.66 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Income Price To Book Comparison
Income Growth is currently under evaluation in price to book among similar funds.
Income Growth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Income Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Income Growth will eventually generate negative long term returns. The profitability progress is the general direction of Income Growth's change in net profit over the period of time. It can combine multiple indicators of Income Growth, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
In selecting stocks for the fund, the managers use quantitative and qualitative management techniques in a multi-step process. The managers evaluate stocks, primarily large capitalization, publicly traded U.S. companies based on an objective set of measures, including valuation, quality, growth, and sentiment. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.
Income Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Income Growth. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Income Growth position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Income Growth's important profitability drivers and their relationship over time.
Use Income Growth in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Income Growth position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Income Growth will appreciate offsetting losses from the drop in the long position's value.Income Growth Pair Trading
Income Growth Fund Pair Trading Analysis
The ability to find closely correlated positions to Income Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Income Growth when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Income Growth - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Income Growth Fund to buy it.
The correlation of Income Growth is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Income Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Income Growth moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Income Growth can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Income Growth position
In addition to having Income Growth in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Large Blend Funds Thematic Idea Now
Large Blend Funds
Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies. The Large Blend Funds theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Large Blend Funds Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Income Mutual Fund
To fully project Income Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Income Growth at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Income Growth's income statement, its balance sheet, and the statement of cash flows.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |