Merger Fund Equity Positions Weight vs. Ten Year Return
| MERIX Fund | USD 17.40 0.02 0.11% |
For Merger Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Merger Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Merger Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Merger Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Merger Fund over time as well as its relative position and ranking within its peers.
Merger |
Merger Fund Ten Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Merger Fund's current stock value. Our valuation model uses many indicators to compare Merger Fund value to that of its competitors to determine the firm's financial worth. The Merger Fund is number one fund in equity positions weight among similar funds. It also is number one fund in ten year return among similar funds reporting about 0.05 of Ten Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Ten Year Return for The Merger Fund is roughly 20.81 . 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 Merger Fund's earnings, one of the primary drivers of an investment's value.Merger Ten Year 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.
Merger Fund |
| = | 69.30 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
Merger Fund |
| = | 3.33 % |
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.
Merger Ten Year Return Comparison
Merger Fund is currently under evaluation in ten year return among similar funds.
Merger Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Merger Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Merger Fund will eventually generate negative long term returns. The profitability progress is the general direction of Merger Fund's change in net profit over the period of time. It can combine multiple indicators of Merger Fund, 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 market conditions, the fund invests at least 80 percent of its total assets principally in the common stock, preferred stock and, occasionally, warrants of companies which are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. Merger arbitrage is a highly specialized investment approach generally designed to profit from the successful completion of such transactions.
Merger Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Merger Fund. 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 Merger Fund 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 Merger Fund's important profitability drivers and their relationship over time.
Use Merger Fund 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 Merger Fund 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 Merger Fund will appreciate offsetting losses from the drop in the long position's value.Merger Fund Pair Trading
The Merger Fund Pair Trading Analysis
The ability to find closely correlated positions to Merger Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Merger Fund 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 Merger Fund - 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 Merger Fund to buy it.
The correlation of Merger Fund 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 Merger Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Merger Fund 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 Merger Fund 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 Merger Fund position
In addition to having Merger Fund 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 Cannabis Thematic Idea Now
Cannabis
Equities that are involved in production and delivery of legal cannabis. This theme is designed for investors that are willing to accept higher levels of market risk inherited by cannabis production and distribution globally. The Cannabis theme has 30 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 Cannabis Theme or any other thematic opportunities.
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Other Information on Investing in Merger Mutual Fund
To fully project Merger Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Merger Fund 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 Merger Fund's income statement, its balance sheet, and the statement of cash flows.
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