Allianzgi Mid Cash Position Weight vs. Three Year Return
| DRMCX Fund | USD 6.20 0.02 0.32% |
For Allianzgi Mid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Allianzgi Mid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Allianzgi Mid Cap Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Allianzgi Mid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Allianzgi Mid Cap Fund over time as well as its relative position and ranking within its peers.
Allianzgi |
Allianzgi Mid Cap Three Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Allianzgi Mid's current stock value. Our valuation model uses many indicators to compare Allianzgi Mid value to that of its competitors to determine the firm's financial worth. Allianzgi Mid Cap Fund is one of the top funds in cash position weight among similar funds. It also is one of the top funds in three year return among similar funds reporting about 5.56 of Three Year Return per Cash Position Weight. 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 Allianzgi Mid's earnings, one of the primary drivers of an investment's value.Allianzgi Three Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Allianzgi Mid |
| = | 0.75 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Allianzgi Mid |
| = | 4.17 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Allianzgi Three Year Return Comparison
Allianzgi Mid is currently under evaluation in three year return among similar funds.
Allianzgi Mid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Allianzgi Mid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Allianzgi Mid will eventually generate negative long term returns. The profitability progress is the general direction of Allianzgi Mid's change in net profit over the period of time. It can combine multiple indicators of Allianzgi Mid, 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 seeks to achieve its objective by normally investing at least 80 percent of its net assets in common stocks and other equity securities of medium-sized companies. The adviser currently defines medium-sized companies as those having market capitalizations comparable to those companies included in the Russell Midcap Growth Index. The fund normally invests primarily in equity securities of U.S. companies.
Allianzgi Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Allianzgi Mid. 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 Allianzgi Mid 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 Allianzgi Mid's important profitability drivers and their relationship over time.
Use Allianzgi Mid 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 Allianzgi Mid 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 Allianzgi Mid will appreciate offsetting losses from the drop in the long position's value.Allianzgi Mid Pair Trading
Allianzgi Mid Cap Fund Pair Trading Analysis
The ability to find closely correlated positions to Allianzgi Mid could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Allianzgi Mid 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 Allianzgi Mid - 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 Allianzgi Mid Cap Fund to buy it.
The correlation of Allianzgi Mid 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 Allianzgi Mid moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Allianzgi Mid Cap 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 Allianzgi Mid 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 Allianzgi Mid position
In addition to having Allianzgi Mid 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 Allianzgi Mutual Fund
To fully project Allianzgi Mid's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Allianzgi Mid 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 Allianzgi Mid's income statement, its balance sheet, and the statement of cash flows.
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