Energy Basic Materials Fund Fundamentals

SEPCX Fund  USD 10.66  0.04  0.37%   
Energy Basic Materials fundamentals help investors to digest information that contributes to Energy Basic's financial success or failures. It also enables traders to predict the movement of Energy Mutual Fund. The fundamental analysis module provides a way to measure Energy Basic'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 Energy Basic mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Energy Minimum Initial Investment Analysis

Energy Basic's 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.

Minimum Initial Investment

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First Fund Deposit

More About Minimum Initial Investment | All Equity Analysis

Current Energy Basic Minimum Initial Investment

    
  250  
Most of Energy Basic's fundamental indicators, such as Minimum Initial Investment, 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, Energy Basic Materials is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Competition

Energy Basic Minimum Initial Investment Component Assessment

Based on the recorded statements, Energy Basic Materials has a Minimum Initial Investment of 250. This is much higher than that of the Saratoga family and significantly higher than that of the Natural Resources category. The minimum initial investment for all United States funds is notably lower than that of the firm.

Energy Basic Materials Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Energy Basic's current stock value. Our valuation model uses many indicators to compare Energy Basic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Energy Basic competition to find correlations between indicators driving Energy Basic's intrinsic value. More Info.
Energy Basic Materials is rated top fund in minimum initial investment among similar funds. It is rated top fund in ten year return among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value Energy Basic by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Energy Basic'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 Energy Basic's earnings, one of the primary drivers of an investment's value.

Energy Ten Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Energy Basic's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Energy Basic could also be used in its relative valuation, which is a method of valuing Energy Basic by comparing valuation metrics of similar companies.
Energy Basic is currently under evaluation in ten year return among similar funds.

Fund Asset Allocation for Energy Basic

The fund invests 99.06% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.94%) .
Asset allocation divides Energy Basic'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.

Energy Fundamentals

About Energy Basic Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Energy Basic Materials's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Energy Basic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Energy Basic Materials 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.
The fund will normally invest at least 80 percent of its total assets in equity securities issued by U.S. and foreign Energy and Basic Materials Companies, regardless of their stock market value . It utilizes the Standard Poors classification system for purposes of determining whether a company is an Energy or Basic Materials Company. Standard Poors maintains a proprietary classification system similar to the North American Industry Classification System, which classifies companies according to industry sectors and groups.
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 Energy Basic 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, Energy Basic's short interest history, or implied volatility extrapolated from Energy Basic options trading.

Currently Active Assets on Macroaxis

Check out Energy Basic Piotroski F Score and Energy Basic Altman Z Score analysis.
Note that the Energy Basic Materials information on this page should be used as a complementary analysis to other Energy Basic'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 Global Correlations module to find global opportunities by holding instruments from different markets.

Complementary Tools for Energy Mutual Fund analysis

When running Energy Basic's price analysis, check to measure Energy Basic'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 Energy Basic is operating at the current time. Most of Energy Basic's value examination focuses on studying past and present price action to predict the probability of Energy Basic's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Energy Basic's price. Additionally, you may evaluate how the addition of Energy Basic to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Energy Basic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Energy Basic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Energy Basic'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.