Energy Basic Materials Fund Filter Stocks by 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.

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Equity Valuation

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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.

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 Equity Valuation module to check real value of public entities based on technical and fundamental data.

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.