Global Advantage Portfolio Fund Fundamentals
| MIGIX Fund | USD 12.02 0.17 1.43% |
Global Advantage Portfolio fundamentals help investors to digest information that contributes to Global Advantage's financial success or failures. It also enables traders to predict the movement of Global Mutual Fund. The fundamental analysis module provides a way to measure Global Advantage'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 Global Advantage mutual fund.
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Global Advantage Portfolio Mutual Fund Price To Book Analysis
Global Advantage's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Current Global Advantage Price To Book | 5.40 X |
Most of Global Advantage's fundamental indicators, such as Price To Book, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Global Advantage Portfolio is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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Based on the latest financial disclosure, Global Advantage Portfolio has a Price To Book of 5.4 times. This is much higher than that of the Morgan Stanley family and significantly higher than that of the World Large-Stock Growth category. The price to book for all United States funds is notably lower than that of the firm.
Global Advantage Por Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Advantage's current stock value. Our valuation model uses many indicators to compare Global Advantage value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Advantage competition to find correlations between indicators driving Global Advantage's intrinsic value. More Info.Global Advantage Portfolio is number one fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 0.20 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Global Advantage Portfolio is roughly 4.97 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Global Advantage by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Global Advantage's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Advantage's earnings, one of the primary drivers of an investment's value.Global Price To Book Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Global Advantage's direct or indirect competition against its Price To Book to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Global Advantage could also be used in its relative valuation, which is a method of valuing Global Advantage by comparing valuation metrics of similar companies.Global Advantage is currently under evaluation in price to book among similar funds.
Fund Asset Allocation for Global Advantage
The fund consists of 91.85% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Global Advantage'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.
Global Fundamentals
| Price To Earning | 26.82 X | |||
| Price To Book | 5.40 X | |||
| Price To Sales | 2.39 X | |||
| Total Asset | 66.63 M | |||
| Year To Date Return | 5.47 % | |||
| One Year Return | 33.01 % | |||
| Three Year Return | (14.02) % | |||
| Five Year Return | 3.24 % | |||
| Net Asset | 94.76 M | |||
| Minimum Initial Investment | 5 M | |||
| Cash Position Weight | 6.68 % | |||
| Equity Positions Weight | 91.85 % |
About Global Advantage Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Global Advantage Portfolio's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Global Advantage using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Global Advantage Portfolio 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.Under normal market conditions, the Adviser seeks to achieve its investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Net Index. Under normal market conditions, the fund typically invests at least 40 percent of its total assets in the securities of issuers located outside of the United States, unless the Adviser determines, in its sole discretion, that conditions are not favorable.
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 Global Advantage 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, Global Advantage's short interest history, or implied volatility extrapolated from Global Advantage options trading.
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Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Global Advantage Portfolio. 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 gross domestic product. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.