Cargile Fund Bond Positions Weight vs. Cash Position Weight
| CFNDX Fund | USD 9.16 0.01 0.11% |
For Cargile Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Cargile Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Cargile Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Cargile Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Cargile Fund over time as well as its relative position and ranking within its peers.
Cargile |
Cargile Fund Cash Position Weight vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Cargile Fund's current stock value. Our valuation model uses many indicators to compare Cargile Fund value to that of its competitors to determine the firm's financial worth. Cargile Fund is third largest fund in bond positions weight among similar funds. It is rated below average in cash position weight among similar funds creating about 0.22 of Cash Position Weight per Bond Positions Weight. The ratio of Bond Positions Weight to Cash Position Weight for Cargile Fund is roughly 4.59 . 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 Cargile Fund's earnings, one of the primary drivers of an investment's value.Cargile Cash Position Weight vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Cargile Fund |
| = | 23.49 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Cargile Fund |
| = | 5.12 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Cargile Cash Position Weight Comparison
Cargile Fund is rated below average in cash position weight among similar funds.
Cargile Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Cargile Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Cargile Fund will eventually generate negative long term returns. The profitability progress is the general direction of Cargile Fund's change in net profit over the period of time. It can combine multiple indicators of Cargile Fund, 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 market conditions, the fund invests in exchange traded funds andor cash and cash equivalents. The underlying ETFs generally invest in equity securities and fixed income securities. The fund may also invest in options to hedge portfolio positions. It may also engage in short-term trading and have a portfolio turnover rate in excess of 100. The fund is non-diversified.
Cargile Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Cargile Fund. 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 Cargile Fund 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 Cargile Fund's important profitability drivers and their relationship over time.
Use Cargile Fund 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 Cargile Fund 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 Cargile Fund will appreciate offsetting losses from the drop in the long position's value.Cargile Fund Pair Trading
Cargile Fund Pair Trading Analysis
The ability to find closely correlated positions to Cargile Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Cargile Fund 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 Cargile Fund - 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 Cargile Fund to buy it.
The correlation of Cargile Fund 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 Cargile Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Cargile Fund 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 Cargile Fund 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 Cargile Fund position
In addition to having Cargile Fund 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 Penny Thematic Idea Now
Penny
Solid stocks, funds or ETFs with below average market capitalization and typicl daily price below 2. The Penny theme has 56 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 Penny Theme or any other thematic opportunities.
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Other Information on Investing in Cargile Mutual Fund
To fully project Cargile Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Cargile Fund 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 Cargile Fund's income statement, its balance sheet, and the statement of cash flows.
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