Disciplined Growth Five Year Return vs. Equity Positions Weight
| DGIFX Fund | USD 25.65 0.13 0.50% |
For Disciplined Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Disciplined Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Disciplined Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Disciplined Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Disciplined Growth over time as well as its relative position and ranking within its peers.
Disciplined |
The Disciplined Growth Equity Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Disciplined Growth's current stock value. Our valuation model uses many indicators to compare Disciplined Growth value to that of its competitors to determine the firm's financial worth. The Disciplined Growth is one of the top funds in five year return among similar funds. It also is one of the top funds in equity positions weight among similar funds making about 5.10 of Equity Positions Weight per Five Year Return. 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 Disciplined Growth's earnings, one of the primary drivers of an investment's value.Disciplined Equity Positions Weight vs. Five Year Return
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.
Disciplined Growth |
| = | 13.85 % |
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Disciplined Growth |
| = | 70.66 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Disciplined Equity Positions Weight Comparison
Disciplined Growth is currently under evaluation in equity positions weight among similar funds.
Disciplined Growth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Disciplined Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Disciplined Growth will eventually generate negative long term returns. The profitability progress is the general direction of Disciplined Growth's change in net profit over the period of time. It can combine multiple indicators of Disciplined Growth, 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 approximately 65 percent of its assets in equity securities and approximately 35 percent in fixed-income securities and cash equivalents. The funds fixed-income securities will generally have a weighted average maturity of five to 10 years. The adviser seeks to generally invest in mid-sized companies with market capitalizations at the time of purchase greater than 1 billion and less than 15 billion. It may invest in both investment-grade and below investment-grade securities.
Disciplined Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Disciplined Growth. 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 Disciplined Growth 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 Disciplined Growth's important profitability drivers and their relationship over time.
Use Disciplined Growth 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 Disciplined Growth 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 Disciplined Growth will appreciate offsetting losses from the drop in the long position's value.Disciplined Growth Pair Trading
The Disciplined Growth Pair Trading Analysis
The ability to find closely correlated positions to Disciplined Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Disciplined Growth 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 Disciplined Growth - 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 The Disciplined Growth to buy it.
The correlation of Disciplined Growth 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 Disciplined Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if The Disciplined Growth 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 Disciplined Growth 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 Disciplined Growth position
In addition to having Disciplined Growth 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 Financials Thematic Idea Now
Financials
Companies that provide financial services to business or retail customers. The Financials theme has 20 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 Financials Theme or any other thematic opportunities.
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Other Information on Investing in Disciplined Mutual Fund
To fully project Disciplined Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of The Disciplined Growth 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 Disciplined Growth's income statement, its balance sheet, and the statement of cash flows.
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