Select Fund Financial Statements From 2010 to 2024
| ASLGX Fund | USD 109.66 0.09 0.08% |
Check Select Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Select main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Select financial statements analysis is a perfect complement when working with Select Fund Valuation or Volatility modules.
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Select Fund R5 Mutual Fund Ten Year Return Analysis
Select Fund's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Select Fund Ten Year Return | 15.07 % |
Most of Select Fund's fundamental indicators, such as Ten 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, Select Fund R5 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Select Fund R5 has a Ten Year Return of 15.07%. This is much higher than that of the American Century Investments family and significantly higher than that of the Large Growth category. The ten year return for all United States funds is notably lower than that of the firm.
Select Fund R5 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Select Fund's current stock value. Our valuation model uses many indicators to compare Select Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Select Fund competition to find correlations between indicators driving Select Fund's intrinsic value. More Info.Select Fund R5 is the top fund in year to date return among similar funds. It is the top fund in one year return among similar funds reporting about 7.79 of One Year Return per Year To Date Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Select Fund by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Select Fund'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 Select Fund's earnings, one of the primary drivers of an investment's value.About Select Fund Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Select Fund income statement, its balance sheet, and the statement of cash flows. Select Fund investors use historical funamental indicators, such as Select Fund's revenue or net income, to determine how well the company is positioned to perform in the future. Although Select Fund investors may use each financial statement separately, they are all related. The changes in Select Fund's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Select Fund's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Select Fund Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Select Fund. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Under normal market conditions, the portfolio managers seek securities of companies whose earnings or revenues are not only growing, but growing at an accelerated pace.
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 Select Fund 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, Select Fund's short interest history, or implied volatility extrapolated from Select Fund options trading.
Pair Trading with Select Fund
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 Select Fund 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 Select Fund will appreciate offsetting losses from the drop in the long position's value.Moving together with Select Mutual Fund
| 0.7 | AMDVX | Mid Cap Value | PairCorr |
| 0.95 | AMEIX | Equity Growth | PairCorr |
| 0.86 | AMGIX | Income Growth | PairCorr |
The ability to find closely correlated positions to Select Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Select Fund 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 Select Fund - 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 Select Fund R5 to buy it.
The correlation of Select Fund 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 Select Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Select Fund R5 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 Select Fund 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.Check out the analysis of Select Fund Correlation against competitors. Note that the Select Fund R5 information on this page should be used as a complementary analysis to other Select Fund'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 Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.