Causeway Emerging Price To Book vs. Equity Positions Weight
| CEMVX Fund | USD 11.71 0.01 0.09% |
For Causeway Emerging profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Causeway Emerging to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Causeway Emerging Markets utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Causeway Emerging's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Causeway Emerging Markets over time as well as its relative position and ranking within its peers.
Causeway |
Causeway Emerging Markets Equity Positions Weight vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Causeway Emerging's current stock value. Our valuation model uses many indicators to compare Causeway Emerging value to that of its competitors to determine the firm's financial worth. Causeway Emerging Markets is rated below average in price to book among similar funds. It also is rated below average in equity positions weight among similar funds making about 89.65 of Equity Positions Weight 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 Causeway Emerging's earnings, one of the primary drivers of an investment's value.Causeway Equity Positions Weight 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.
Causeway Emerging |
| = | 1.05 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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Causeway Emerging |
| = | 94.13 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Causeway Equity Positions Weight Comparison
Causeway Emerging is rated below average in equity positions weight among similar funds.
Causeway Emerging Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Causeway Emerging, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Causeway Emerging will eventually generate negative long term returns. The profitability progress is the general direction of Causeway Emerging's change in net profit over the period of time. It can combine multiple indicators of Causeway Emerging, 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 normally invests at least 80 percent of its total assets in equity securities of companies in emerging markets and other investments that are tied economically to emerging markets. Generally these investments include common stock, preferred and preference stock, depositary receipts, participation notes, warrants or other equity-linked notes, and exchange-traded funds that invest in emerging markets. It may invest up to 10 percent of total fund assets in companies in less developed emerging markets not included in the EM Index.
Causeway Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Causeway Emerging. 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 Causeway Emerging 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 Causeway Emerging's important profitability drivers and their relationship over time.
Use Causeway Emerging 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 Causeway Emerging 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 Causeway Emerging will appreciate offsetting losses from the drop in the long position's value.Causeway Emerging Pair Trading
Causeway Emerging Markets Pair Trading Analysis
The ability to find closely correlated positions to Causeway Emerging could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Causeway Emerging 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 Causeway Emerging - 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 Causeway Emerging Markets to buy it.
The correlation of Causeway Emerging 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 Causeway Emerging moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Causeway Emerging Markets 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 Causeway Emerging 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 Causeway Emerging position
In addition to having Causeway Emerging 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 Moderate Funds Thematic Idea Now
Moderate Funds
Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. The Moderate Funds theme has 43 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 Moderate Funds Theme or any other thematic opportunities.
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Other Information on Investing in Causeway Mutual Fund
To fully project Causeway Emerging's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Causeway Emerging Markets 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 Causeway Emerging's income statement, its balance sheet, and the statement of cash flows.
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