Fundamental Indexplus Five Year Return vs. Equity Positions Weight
| PXTIX Fund | USD 19.53 0.32 1.61% |
For Fundamental Indexplus profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fundamental Indexplus to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fundamental Indexplus Tr utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fundamental Indexplus's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fundamental Indexplus Tr over time as well as its relative position and ranking within its peers.
Fundamental |
Fundamental Indexplus Equity Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Fundamental Indexplus's current stock value. Our valuation model uses many indicators to compare Fundamental Indexplus value to that of its competitors to determine the firm's financial worth. Fundamental Indexplus Tr 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 1.92 of Equity Positions Weight per Five Year Return. 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 Fundamental Indexplus' earnings, one of the primary drivers of an investment's value.Fundamental 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.
Fundamental Indexplus |
| = | 10.12 % |
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.
Fundamental Indexplus |
| = | 19.40 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Fundamental Equity Positions Weight Comparison
Fundamental Indexplus is currently under evaluation in equity positions weight among similar funds.
Fundamental Indexplus Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Fundamental Indexplus, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fundamental Indexplus will eventually generate negative long term returns. The profitability progress is the general direction of Fundamental Indexplus' change in net profit over the period of time. It can combine multiple indicators of Fundamental Indexplus, 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 seeks to exceed the total return of the Russell 1000 Value Index under normal circumstances by obtaining exposure to a portfolio of stocks of U.S. companies, and complementing this equity exposure with absolute return bond alpha strategy. It may invest up to 25 percent of its total assets in securities and instruments that are economically tied to emerging market countries. The fund will normally limit its foreign currency exposure to 35 percent of its total assets.
Fundamental Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Fundamental Indexplus. 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 Fundamental Indexplus 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 Fundamental Indexplus' important profitability drivers and their relationship over time.
Use Fundamental Indexplus 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 Fundamental Indexplus 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 Fundamental Indexplus will appreciate offsetting losses from the drop in the long position's value.Fundamental Indexplus Pair Trading
Fundamental Indexplus Tr Pair Trading Analysis
The ability to find closely correlated positions to Fundamental Indexplus could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Fundamental Indexplus 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 Fundamental Indexplus - 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 Fundamental Indexplus Tr to buy it.
The correlation of Fundamental Indexplus 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 Fundamental Indexplus moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fundamental Indexplus 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 Fundamental Indexplus 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 Fundamental Indexplus position
In addition to having Fundamental Indexplus 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 Insurance Thematic Idea Now
Insurance
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Insurance 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 Insurance Theme or any other thematic opportunities.
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Other Information on Investing in Fundamental Mutual Fund
To fully project Fundamental Indexplus' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fundamental Indexplus 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 Fundamental Indexplus' income statement, its balance sheet, and the statement of cash flows.
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