Catalystsmh High Bond Positions Weight vs. Net Asset

HIIIX Fund  USD 3.77  0.00  0.00%   
Considering the key profitability indicators obtained from Catalystsmh High's historical financial statements, Catalystsmh High Income may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Catalystsmh High's ability to earn profits and add value for shareholders.
For Catalystsmh High profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Catalystsmh High to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Catalystsmh High Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Catalystsmh High's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Catalystsmh High Income over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis.
Please note, there is a significant difference between Catalystsmh High's value and its price as these two are different measures arrived at by different means. Investors typically determine if Catalystsmh High is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Catalystsmh High's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Catalystsmh High Income Net Asset vs. Bond Positions Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Catalystsmh High's current stock value. Our valuation model uses many indicators to compare Catalystsmh High value to that of its competitors to determine the firm's financial worth.
Catalystsmh High Income is rated # 4 fund in bond positions weight among similar funds. It is rated below average in net asset among similar funds making up about  202,438  of Net Asset per Bond Positions 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 Catalystsmh High's earnings, one of the primary drivers of an investment's value.

Catalystsmh Net Asset vs. Bond Positions Weight

Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

Catalystsmh High

Bond Percentage

 = 

% of Bonds

in the fund

 = 
67.28 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.

Catalystsmh High

Net Asset

 = 

Current Market Value

-

Current Liabilities

 = 
13.62 M
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.

Catalystsmh Net Asset Comparison

Catalystsmh High is currently under evaluation in net asset among similar funds.

Catalystsmh High Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Catalystsmh High, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Catalystsmh High will eventually generate negative long term returns. The profitability progress is the general direction of Catalystsmh High's change in net profit over the period of time. It can combine multiple indicators of Catalystsmh High, 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 in a non-diversified group of low-quality, high yield corporate bonds and convertible securities. It may invest without limitation in non-investment grade corporate bonds rated Baa or lower by Moodys or BBB or lower by SP . The fund may also invest in corporate issues that have defaulted. While there are no restrictions on maturity, the bonds in the funds portfolio generally have an average maturity of less than ten years. It is non-diversified.

Catalystsmh Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Catalystsmh High. 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 Catalystsmh High 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 Catalystsmh High's important profitability drivers and their relationship over time.

Use Catalystsmh High 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 Catalystsmh High 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 Catalystsmh High will appreciate offsetting losses from the drop in the long position's value.

Catalystsmh High Pair Trading

Catalystsmh High Income Pair Trading Analysis

The ability to find closely correlated positions to Catalystsmh High could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Catalystsmh High 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 Catalystsmh High - 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 Catalystsmh High Income to buy it.
The correlation of Catalystsmh High 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 Catalystsmh High moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Catalystsmh High Income 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 Catalystsmh High 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Catalystsmh High position

In addition to having Catalystsmh High 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 Education Thematic Idea Now

Education
Education Theme
Companies involved in apprenticeship, education, tutoring, schooling, online universities, and other learning services. The Education theme has 48 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 Education Theme or any other thematic opportunities.
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Other Information on Investing in Catalystsmh Mutual Fund

To fully project Catalystsmh High's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Catalystsmh High Income 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 Catalystsmh High's income statement, its balance sheet, and the statement of cash flows.
Potential Catalystsmh High investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Catalystsmh High investors may work on each financial statement separately, they are all related. The changes in Catalystsmh High's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Catalystsmh High's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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