Transamerica Large Five Year Return vs. Equity Positions Weight
| TWQAX Fund | USD 13.55 0.06 0.44% |
For Transamerica Large profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Transamerica Large to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Transamerica Large Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Transamerica Large's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Transamerica Large Cap over time as well as its relative position and ranking within its peers.
Transamerica |
Transamerica Large Cap Equity Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Transamerica Large's current stock value. Our valuation model uses many indicators to compare Transamerica Large value to that of its competitors to determine the firm's financial worth. Transamerica Large Cap is rated fourth largest fund in five year return among similar funds. It is rated second largest fund in equity positions weight among similar funds making about 12.02 of Equity Positions Weight per Five Year Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Transamerica Large by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Transamerica Large'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 Transamerica Large's earnings, one of the primary drivers of an investment's value.Transamerica Equity Positions Weight vs. Five Year Return
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.
Transamerica Large |
| = | 8.15 % |
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Transamerica Large |
| = | 97.96 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Transamerica Equity Positions Weight Comparison
Transamerica Large is currently under evaluation in equity positions weight among similar funds.
Transamerica Large Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Transamerica Large, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Transamerica Large will eventually generate negative long term returns. The profitability progress is the general direction of Transamerica Large's change in net profit over the period of time. It can combine multiple indicators of Transamerica Large, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of large cap companies. The sub-adviser considers large cap companies to be companies with capitalizations within the range of companies included in the Russell 1000 Index. The fund typically holds between 35 and 50 positions. It will generally invest in companies across a variety of industries and sectors. The fund may invest up to 20 percent of its assets in non-U.S. securities.
Transamerica Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Transamerica Large. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Transamerica Large position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Transamerica Large's important profitability drivers and their relationship over time.
Use Transamerica Large in pair-trading
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 Transamerica Large 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 Transamerica Large will appreciate offsetting losses from the drop in the long position's value.Transamerica Large Pair Trading
Transamerica Large Cap Pair Trading Analysis
The ability to find closely correlated positions to Transamerica Large could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Transamerica Large 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 Transamerica Large - 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 Transamerica Large Cap to buy it.
The correlation of Transamerica Large 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 Transamerica Large moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Transamerica Large Cap 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 Transamerica Large 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.Use Investing Themes to Complement your Transamerica Large position
In addition to having Transamerica Large in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Exotic Funds Thematic Idea Now
Exotic Funds
Funds or Etfs with high minimum investment requirement that manage portfolios of alternative investments such as hedge funds, options, futures, real estate or commodities. The Exotic Funds theme has 48 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Exotic Funds Theme or any other thematic opportunities.
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Check out World Market Map. Note that the Transamerica Large Cap information on this page should be used as a complementary analysis to other Transamerica Large'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 Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
To fully project Transamerica Large's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Transamerica Large Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Transamerica Large's income statement, its balance sheet, and the statement of cash flows.