Zevenbergen Genea Minimum Initial Investment vs. Equity Positions Weight
Based on the key profitability measurements obtained from Zevenbergen Genea's financial statements, Zevenbergen Genea Fund 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 Zevenbergen Genea's ability to earn profits and add value for shareholders.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as various price indices.
Please note, there is a significant difference between Zevenbergen Genea's value and its price as these two are different measures arrived at by different means. Investors typically determine if Zevenbergen Genea is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Zevenbergen Genea'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.
For Zevenbergen Genea profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Zevenbergen Genea to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Zevenbergen Genea Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Zevenbergen Genea's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Zevenbergen Genea Fund over time as well as its relative position and ranking within its peers.
Zevenbergen |
Zevenbergen Genea Equity Positions Weight vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Zevenbergen Genea's current stock value. Our valuation model uses many indicators to compare Zevenbergen Genea value to that of its competitors to determine the firm's financial worth. Zevenbergen Genea Fund is presently regarded as number one fund in minimum initial investment among similar funds. It also is presently regarded as number one fund in equity positions weight among similar funds . The ratio of Minimum Initial Investment to Equity Positions Weight for Zevenbergen Genea Fund is about 503.32 . 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 Zevenbergen Genea's earnings, one of the primary drivers of an investment's value.Zevenbergen Equity Positions Weight vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Zevenbergen Genea |
| = | 50 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Zevenbergen Genea |
| = | 99.34 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Zevenbergen Genea Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Zevenbergen Genea, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Zevenbergen Genea will eventually generate negative long term returns. The profitability progress is the general direction of Zevenbergen Genea's change in net profit over the period of time. It can combine multiple indicators of Zevenbergen Genea, 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 invest in companies benefitting from advancements in technology regardless of sector or industry. Zevenbergen Genea is traded on NASDAQ Exchange in the United States.
Zevenbergen Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Zevenbergen Genea. 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 Zevenbergen Genea 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 Zevenbergen Genea's important profitability drivers and their relationship over time.
Use Zevenbergen Genea 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 Zevenbergen Genea 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 Zevenbergen Genea will appreciate offsetting losses from the drop in the long position's value.Zevenbergen Genea Pair Trading
Zevenbergen Genea Fund Pair Trading Analysis
The ability to find closely correlated positions to Zevenbergen Genea could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Zevenbergen Genea 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 Zevenbergen Genea - 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 Zevenbergen Genea Fund to buy it.
The correlation of Zevenbergen Genea 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 Zevenbergen Genea moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Zevenbergen Genea 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 Zevenbergen Genea 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 Zevenbergen Genea position
In addition to having Zevenbergen Genea 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 Munis Funds Thematic Idea Now
Munis Funds
Funds or Etfs that invest in fixed income securities issued by states, cities, and towns as well as other public entities. The Munis Funds 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 Munis Funds Theme or any other thematic opportunities.
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Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as various price indices. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Other Tools for Zevenbergen Mutual Fund
When running Zevenbergen Genea's price analysis, check to measure Zevenbergen Genea's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Zevenbergen Genea is operating at the current time. Most of Zevenbergen Genea's value examination focuses on studying past and present price action to predict the probability of Zevenbergen Genea's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Zevenbergen Genea's price. Additionally, you may evaluate how the addition of Zevenbergen Genea to your portfolios can decrease your overall portfolio volatility.
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