At Mid Price To Book vs. Price To Earning
| 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 Price To Earning vs. Price To Book 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 the top fund in price to book among similar funds. It also is the top fund in price to earning among similar funds reporting about 5.74 of Price To Earning per Price To Book. 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 Price To Earning vs. Price To Book
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.
At Mid |
| = | 3.58 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.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
At Mid |
| = | 20.56 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
AWMIX Price To Earning Comparison
At Mid is currently under evaluation in price to earning 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.
Use At Mid 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 At Mid 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 At Mid will appreciate offsetting losses from the drop in the long position's value.At Mid Pair Trading
At Mid Cap Pair Trading Analysis
The ability to find closely correlated positions to At Mid could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace At Mid 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 At Mid - 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 At Mid Cap to buy it.
The correlation of At Mid 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 At Mid moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if At Mid Cap 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 At Mid 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 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?
Run Broad Commodities ETFs Thematic Idea Now
Broad Commodities ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Commodities ETFs theme has 26 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 Broad Commodities ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
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.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |