Large Cap E Fund Five Year Return
Large Cap E fundamentals help investors to digest information that contributes to Large Cap's financial success or failures. It also enables traders to predict the movement of Large Mutual Fund. The fundamental analysis module provides a way to measure Large Cap'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 Large Cap mutual fund.
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Large Cap E Mutual Fund Five Year Return Analysis
Large Cap's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Large Cap Five Year Return | 8.83 % |
Most of Large Cap's fundamental indicators, such as Five Year Return, 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, Large Cap E is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Large Cap E has a Five Year Return of 8.83%. This is 12.05% lower than that of the VALIC family and significantly higher than that of the Large Blend category. The five year return for all United States funds is notably lower than that of the firm.
Large Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Large Cap's direct or indirect competition against its Five 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 Large Cap could also be used in its relative valuation, which is a method of valuing Large Cap by comparing valuation metrics of similar companies.Large Cap is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Large Cap
The fund invests 99.74% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.26%) .Asset allocation divides Large Cap'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.
Large Fundamentals
| Price To Earning | 19.12 X | |||
| Price To Book | 2.50 X | |||
| Price To Sales | 1.88 X | |||
| Total Asset | 212.99 M | |||
| One Year Return | 15.54 % | |||
| Three Year Return | 9.25 % | |||
| Five Year Return | 8.83 % | |||
| Ten Year Return | 13.34 % | |||
| Net Asset | 212.99 M | |||
| Last Dividend Paid | 0.08 | |||
| Cash Position Weight | 0.26 % | |||
| Equity Positions Weight | 99.74 % |
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 Large Cap 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, Large Cap's short interest history, or implied volatility extrapolated from Large Cap options trading.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out World Market Map 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 main economic indicators. Note that the Large Cap E information on this page should be used as a complementary analysis to other Large Cap'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 Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
Other Consideration for investing in Large Mutual Fund
If you are still planning to invest in Large Cap E 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 Large Cap's history and understand the potential risks before investing.
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