Global Diversified Five Year Return vs. Equity Positions Weight
| PGBAX Fund | USD 12.01 0.02 0.17% |
For Global Diversified profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Global Diversified to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Global Diversified Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Global Diversified's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Global Diversified Income over time as well as its relative position and ranking within its peers.
Global |
Global Diversified Income Equity Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Global Diversified's current stock value. Our valuation model uses many indicators to compare Global Diversified value to that of its competitors to determine the firm's financial worth. Global Diversified Income is rated top fund in five year return among similar funds. It also is rated top fund in equity positions weight among similar funds making about 0.80 of Equity Positions Weight per Five Year Return. The ratio of Five Year Return to Equity Positions Weight for Global Diversified Income is roughly 1.25 . 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 Global Diversified's earnings, one of the primary drivers of an investment's value.Global Equity Positions Weight vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Global Diversified |
| = | 2.55 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Global Diversified |
| = | 2.04 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Global Equity Positions Weight Comparison
Global Diversified is currently under evaluation in equity positions weight among similar funds.
Global Diversified Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Global Diversified, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Global Diversified will eventually generate negative long term returns. The profitability progress is the general direction of Global Diversified's change in net profit over the period of time. It can combine multiple indicators of Global Diversified, 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 generally invests a majority of its assets in fixed income securities, such as investment-grade corporate bonds, high yield bonds , preferred securities, securitized products, and emerging market debt securities, in an effort to provide incremental yields over a portfolio of government securities. Such securities include instruments with variable or floating interest rates. The fixed income portion of the fund is not managed to a particular maturity or duration. The fund invests in foreign, including emerging market, securities.
Global Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Global Diversified. 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 Global Diversified 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 Global Diversified's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Global Diversified 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 Global Diversified position
In addition to having Global Diversified 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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Retail
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Retail theme has 61 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 Retail Theme or any other thematic opportunities.
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Other Information on Investing in Global Mutual Fund
To fully project Global Diversified's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Global Diversified 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 Global Diversified's income statement, its balance sheet, and the statement of cash flows.
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