Boston Trust Price To Earning vs. Minimum Initial Investment
| BTMFX Fund | USD 26.96 0.03 0.11% |
For Boston Trust profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Boston Trust to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Boston Trust Midcap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Boston Trust's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Boston Trust Midcap over time as well as its relative position and ranking within its peers.
Boston |
Boston Trust Midcap Minimum Initial Investment vs. Price To Earning Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Boston Trust's current stock value. Our valuation model uses many indicators to compare Boston Trust value to that of its competitors to determine the firm's financial worth. Boston Trust Midcap is the top fund in price to earning among similar funds. It also is the top fund in minimum initial investment among similar funds making about 5,053 of Minimum Initial Investment per Price To Earning. 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 Boston Trust's earnings, one of the primary drivers of an investment's value.Boston Minimum Initial Investment vs. Price To Earning
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.
Boston Trust |
| = | 19.79 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.
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.
Boston Trust |
| = | 100 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.
Boston Minimum Initial Investment Comparison
Boston Trust is currently under evaluation in minimum initial investment among similar funds.
Boston Trust Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Boston Trust, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Boston Trust will eventually generate negative long term returns. The profitability progress is the general direction of Boston Trust's change in net profit over the period of time. It can combine multiple indicators of Boston Trust, 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.
The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic equity securities of mid cap companies. Equity securities include common stock and any rights to purchase common stock. For these purposes, the Adviser defines mid cap companies as those with market capitalizations within the range encompassed by the Russell Midcap Index at the time of purchase.
Boston Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Boston Trust. 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 Boston Trust 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 Boston Trust's important profitability drivers and their relationship over time.
Use Boston Trust 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 Boston Trust 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 Boston Trust will appreciate offsetting losses from the drop in the long position's value.Boston Trust Pair Trading
Boston Trust Midcap Pair Trading Analysis
The ability to find closely correlated positions to Boston Trust could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Boston Trust 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 Boston Trust - 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 Boston Trust Midcap to buy it.
The correlation of Boston Trust 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 Boston Trust moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Boston Trust Midcap 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 Boston Trust 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 Boston Trust position
In addition to having Boston Trust 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 Health Management Thematic Idea Now
Health Management
Major hospitals and healthcare providers. The Health Management theme has 40 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 Health Management Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Boston Mutual Fund
To fully project Boston Trust's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Boston Trust Midcap 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 Boston Trust's income statement, its balance sheet, and the statement of cash flows.
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |