Utilities Portfolio Ten Year Return vs. Cash Position Weight
| FSUTX Fund | USD 133.76 0.23 0.17% |
For Utilities Portfolio profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Utilities Portfolio to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Utilities Portfolio Utilities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Utilities Portfolio's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Utilities Portfolio Utilities over time as well as its relative position and ranking within its peers.
Utilities |
Utilities Portfolio Cash Position Weight vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Utilities Portfolio's current stock value. Our valuation model uses many indicators to compare Utilities Portfolio value to that of its competitors to determine the firm's financial worth. Utilities Portfolio Utilities is one of the top funds in ten year return among similar funds. It also is one of the top funds in cash position weight among similar funds creating about 0.06 of Cash Position Weight per Ten Year Return. The ratio of Ten Year Return to Cash Position Weight for Utilities Portfolio Utilities is roughly 17.35 . 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 Utilities Portfolio's earnings, one of the primary drivers of an investment's value.Utilities Cash Position Weight vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Utilities Portfolio |
| = | 11.45 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Utilities Portfolio |
| = | 0.66 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Utilities Cash Position Weight Comparison
Utilities Portfolio is currently under evaluation in cash position weight among similar funds.
Utilities Portfolio Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Utilities Portfolio, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Utilities Portfolio will eventually generate negative long term returns. The profitability progress is the general direction of Utilities Portfolio's change in net profit over the period of time. It can combine multiple indicators of Utilities Portfolio, 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 primarily in common stocks. It invests at least 80 percent of assets in securities of companies principally engaged in the utilities industry and companies deriving a majority of their revenues from their utility operations. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.
Utilities Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Utilities Portfolio. 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 Utilities Portfolio 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 Utilities Portfolio's important profitability drivers and their relationship over time.
Use Utilities Portfolio 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 Utilities Portfolio 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 Utilities Portfolio will appreciate offsetting losses from the drop in the long position's value.Utilities Portfolio Pair Trading
Utilities Portfolio Utilities Pair Trading Analysis
The ability to find closely correlated positions to Utilities Portfolio could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Utilities Portfolio 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 Utilities Portfolio - 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 Utilities Portfolio Utilities to buy it.
The correlation of Utilities Portfolio 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 Utilities Portfolio moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Utilities Portfolio 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 Utilities Portfolio 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 Utilities Portfolio position
In addition to having Utilities Portfolio 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 Chemicals Makers Thematic Idea Now
Chemicals Makers
Companies developing chemicals for crops, soil as well as human, and animals. The Chemicals Makers theme has 41 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 Chemicals Makers Theme or any other thematic opportunities.
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Other Information on Investing in Utilities Mutual Fund
To fully project Utilities Portfolio's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Utilities Portfolio 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 Utilities Portfolio's income statement, its balance sheet, and the statement of cash flows.
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