Qs Large Equity Positions Weight vs. Year To Date Return
| LMTIX Fund | USD 24.92 0.25 1.01% |
For Qs Large profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Qs Large to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Qs Large Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Qs Large's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Qs Large Cap over time as well as its relative position and ranking within its peers.
LMTIX |
Qs Large Cap Year To Date Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Qs Large's current stock value. Our valuation model uses many indicators to compare Qs Large value to that of its competitors to determine the firm's financial worth. Qs Large Cap is number one fund in equity positions weight among similar funds. It also is number one fund in year to date return among similar funds creating about 0.31 of Year To Date Return per Equity Positions Weight. The ratio of Equity Positions Weight to Year To Date Return for Qs Large Cap is roughly 3.22 . 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 Qs Large's earnings, one of the primary drivers of an investment's value.LMTIX Year To Date Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Qs Large |
| = | 99.48 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Qs Large |
| = | 30.90 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
LMTIX Year To Date Return Comparison
Qs Large is currently under evaluation in year to date return among similar funds.
Qs Large Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Qs Large, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Qs Large will eventually generate negative long term returns. The profitability progress is the general direction of Qs Large's change in net profit over the period of time. It can combine multiple indicators of Qs Large, 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 circumstances, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in U.S. equity securities or other investments with similar economic characteristics of large capitalization companies. It has exposure to growth and value equities of large capitalization companies. The fund seeks to produce returns that exceed those of the Russell 1000 Index over a full market cycle .
LMTIX Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Qs Large. 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 Qs Large 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 Qs Large's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Qs Large without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Qs Large position
In addition to having Qs Large 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?
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Outsourcing
Companies involved in providing outsourcing and staffing services to business across different domains. The Outsourcing theme has 32 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 Outsourcing Theme or any other thematic opportunities.
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Other Information on Investing in LMTIX Mutual Fund
To fully project Qs Large's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Qs Large 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 Qs Large's income statement, its balance sheet, and the statement of cash flows.
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