Omni Tax-managed Competition

BOTSXDelisted Fund  USD 18.13  0.00  0.00%   
Omni Tax-managed Sma competes with Qs International, Calamos Global, Semiconductors Portfolio, Mondrian Global, and Multimedia Portfolio; as well as few others. The fund is listed under Small Value category and is part of Bridgeway family. Analyzing Omni Tax-managed competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Omni Tax-managed to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Omni Tax-managed competition on your existing holdings.
  
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Omni Tax-managed's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
18.1318.1318.13
Details
Intrinsic
Valuation
LowRealHigh
17.0417.0419.94
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Omni Tax-managed. Your research has to be compared to or analyzed against Omni Tax-managed's peers to derive any actionable benefits. When done correctly, Omni Tax-managed's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Omni Tax-managed Sma.

Omni Tax-managed Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Omni Tax-managed and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Omni and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Omni Tax-managed Sma does not affect the price movement of the other competitor.
LGFEX
CGEOX
FSELX
MPGVX
FBMPX
RUSTX
LGFEX
0.940.920.980.830.95
LGFEX
CGEOX
0.940.980.920.940.99
CGEOX
FSELX
0.920.980.890.920.97
FSELX
MPGVX
0.980.920.890.780.92
MPGVX
FBMPX
0.830.940.920.780.95
FBMPX
RUSTX
0.950.990.970.920.95
RUSTX
LGFEX
CGEOX
FSELX
MPGVX
FBMPX
RUSTX
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Omni Mutual Fund performing well and Omni Tax-managed Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Omni Tax-managed's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Omni Tax-managed Competitive Analysis

The better you understand Omni Tax-managed competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Omni Tax-managed's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Omni Tax-managed's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
BOTSXLGFEXCGEOXFSELXMPGVXFBMPXRUSTX
 0.00 
 18.13 
Omni
 0.53 
 18.84 
LGFEX
 0.34 
 17.39 
Calamos
 0.23 
 30.83 
Semiconductors
 0.85 
 14.26 
Mondrian
 0.20 
 98.56 
Multimedia
 0.78 
 16.80 
RUSTX
Market Volatility
(90 Days Market Risk)
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(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
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Trade Advice
(90 Days Macroaxis Advice)
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Daily Balance Of Power
Day Typical Price
Period Momentum Indicator
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Day Median Price
Price Action Indicator
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Jensen Alpha
Total Risk Alpha
Sortino Ratio
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Kurtosis
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Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
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Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Omni Tax-managed Competition Performance Charts

Five steps to successful analysis of Omni Tax-managed Competition

Omni Tax-managed's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Omni Tax-managed Sma in relation to its competition. Omni Tax-managed's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Omni Tax-managed in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Omni Tax-managed's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Omni Tax-managed Sma, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Omni Tax-managed position

In addition to having Omni Tax-managed 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 Corporate Bonds Funds Thematic Idea Now

Corporate Bonds Funds
Corporate Bonds Funds Theme
Funds or Etfs investing in different types of corporate debt instruments. The Corporate Bonds Funds theme has 42 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 Corporate Bonds Funds Theme or any other thematic opportunities.
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Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state.
You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

Other Consideration for investing in Omni Mutual Fund

If you are still planning to invest in Omni Tax-managed Sma check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Omni Tax-managed's history and understand the potential risks before investing.
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