Conestoga Smid Equity Positions Weight vs. Five Year Return
| CCSMX Fund | USD 27.03 0.29 1.06% |
For Conestoga Smid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Conestoga Smid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Conestoga Smid Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Conestoga Smid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Conestoga Smid Cap over time as well as its relative position and ranking within its peers.
Conestoga |
Conestoga Smid Cap Five Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Conestoga Smid's current stock value. Our valuation model uses many indicators to compare Conestoga Smid value to that of its competitors to determine the firm's financial worth. Conestoga Smid Cap is second largest fund in equity positions weight among similar funds. It also is second largest fund in five year return among similar funds reporting about 0.09 of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for Conestoga Smid Cap is roughly 10.63 . 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 Conestoga Smid's earnings, one of the primary drivers of an investment's value.Conestoga Five Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Conestoga Smid |
| = | 99.69 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Conestoga Smid |
| = | 9.37 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Conestoga Five Year Return Comparison
Conestoga Smid is the top fund in five year return among similar funds.
Conestoga Smid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Conestoga Smid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Conestoga Smid will eventually generate negative long term returns. The profitability progress is the general direction of Conestoga Smid's change in net profit over the period of time. It can combine multiple indicators of Conestoga Smid, 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 at least 80 percent of its net assets in equity securities of small-to-mid capitalization companies. Equity securities include American depositary receipts , convertible securities, foreign and domestic common and preferred stocks, rights and warrants.
Conestoga Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Conestoga Smid. 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 Conestoga Smid 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 Conestoga Smid'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 Conestoga Smid 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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Investing OpportunitiesBuild portfolios using our predefined set of ideas and optimize them against your investing preferences |
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Use Investing Themes to Complement your Conestoga Smid position
In addition to having Conestoga Smid 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 Hotels Thematic Idea Now
Hotels
Hotels, inns, motels, and other companies providing lodging and hospitality services. The Hotels 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 Hotels Theme or any other thematic opportunities.
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Other Information on Investing in Conestoga Mutual Fund
To fully project Conestoga Smid's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Conestoga Smid 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 Conestoga Smid's income statement, its balance sheet, and the statement of cash flows.
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