At Mid One Year Return vs. Minimum Initial Investment
| AWMIX Fund | USD 21.90 0.15 0.68% |
For At Mid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of At Mid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well At Mid Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between At Mid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of At Mid Cap over time as well as its relative position and ranking within its peers.
AWMIX |
At Mid Cap Minimum Initial Investment vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining At Mid's current stock value. Our valuation model uses many indicators to compare At Mid value to that of its competitors to determine the firm's financial worth. At Mid Cap is fourth largest fund in one year return among similar funds. It also is fourth largest fund in minimum initial investment among similar funds making about 8,841 of Minimum Initial Investment per One Year 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 At Mid's earnings, one of the primary drivers of an investment's value.AWMIX Minimum Initial Investment vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
At Mid |
| = | 28.28 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
At Mid |
| = | 250 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
AWMIX Minimum Initial Investment Comparison
At Mid is third largest fund in minimum initial investment among similar funds.
At Mid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in At Mid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, At Mid will eventually generate negative long term returns. The profitability progress is the general direction of At Mid's change in net profit over the period of time. It can combine multiple indicators of At Mid, 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of mid-capitalization companies. While the adviser expects to invest primarily in common stock, it may also invest in other equity securities, including preferred stock, convertible securities and American Depositary Receipts . It may invest up to 25 percent of its net assets in foreign securities, including ADRs.
AWMIX Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on At Mid. 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 At Mid 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 At Mid's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in At Mid without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your At Mid position
In addition to having At Mid 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?
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Raw Materials
Companies that are involved with the development and processing of raw materials such as silver or forestry. The Raw Materials theme has 15 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 Raw Materials Theme or any other thematic opportunities.
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Other Information on Investing in AWMIX Mutual Fund
To fully project At Mid's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of At Mid Cap 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 At Mid's income statement, its balance sheet, and the statement of cash flows.
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