Equity Income Fund Filter Stocks by Fundamentals
| AEUDX Fund | USD 8.68 0.03 0.35% |
Equity Income Fund fundamentals help investors to digest information that contributes to Equity Income's financial success or failures. It also enables traders to predict the movement of Equity Mutual Fund. The fundamental analysis module provides a way to measure Equity Income's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Equity Income mutual fund.
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Fund Asset Allocation for Equity Income
The fund consists of 79.96% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Equity Income's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Equity Fundamentals
| Price To Earning | 19.04 X | ||||
| Price To Book | 2.28 X | ||||
| Price To Sales | 1.78 X | ||||
| Total Asset | 11.65 B | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 2.33 % | ||||
| One Year Return | 4.09 % | ||||
| Three Year Return | 4.02 % | ||||
| Five Year Return | 6.53 % | ||||
| Ten Year Return | 10.02 % | ||||
| Net Asset | 11.64 B | ||||
| Last Dividend Paid | 0.07 | ||||
| Cash Position Weight | 3.90 % | ||||
| Equity Positions Weight | 79.96 % | ||||
| Bond Positions Weight | 0.28 % |
About Equity Income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Equity Income Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Equity Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Equity Income Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Equity Income in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Equity Income's short interest history, or implied volatility extrapolated from Equity Income options trading.
Pair Trading with Equity Income
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 Equity Income 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 Equity Income will appreciate offsetting losses from the drop in the long position's value.Moving together with Equity Mutual Fund
| 0.77 | TWCCX | Ultra Fund C | PairCorr |
| 0.75 | TWCAX | Select Fund A | PairCorr |
| 0.75 | TWCGX | Growth Fund Investor | PairCorr |
The ability to find closely correlated positions to Equity Income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Equity Income 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 Equity Income - 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 Equity Income Fund to buy it.
The correlation of Equity Income 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 Equity Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Equity Me 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 Equity Income 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.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Equity Income Fund. 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 unemployment. Note that the Equity Me Fund information on this page should be used as a complementary analysis to other Equity Income's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.