Mid Cap Core Fund Fundamentals
| AAWVXDelisted Fund | USD 11.66 0.00 0.00% |
Mid Cap Core fundamentals help investors to digest information that contributes to Mid Cap's financial success or failures. It also enables traders to predict the movement of Mid Mutual Fund. The fundamental analysis module provides a way to measure Mid 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 Mid Cap mutual fund.
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Mid Cap Core Mutual Fund Cash Position Weight Analysis
Mid Cap's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Mid Cap Cash Position Weight | 1.96 % |
Most of Mid Cap's fundamental indicators, such as Cash Position Weight, 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, Mid Cap Core is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Mid Cap Core has 1.96% in Cash Position Weight. This is much higher than that of the Cavanal Hill funds family and significantly higher than that of the Mid-Cap Blend category. The cash position weight for all United States funds is notably lower than that of the firm.
Mid Cap Core Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mid Cap's current stock value. Our valuation model uses many indicators to compare Mid Cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mid Cap competition to find correlations between indicators driving Mid Cap's intrinsic value. More Info.Mid Cap Core is the top fund in one year return among similar funds. It is the top fund in three year return among similar funds reporting about 3.36 of Three Year Return per One Year Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Mid Cap by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mid Cap'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 Mid Cap's earnings, one of the primary drivers of an investment's value.Mid Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Mid Cap's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Mid Cap could also be used in its relative valuation, which is a method of valuing Mid Cap by comparing valuation metrics of similar companies.Mid Cap is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Mid Cap
The fund consists of 98.04% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Mid 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.
Mid Fundamentals
| Total Asset | 2.09 M | |||
| One Year Return | 0.95 % | |||
| Three Year Return | 3.19 % | |||
| Net Asset | 2.09 M | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | 1.96 % | |||
| Equity Positions Weight | 98.04 % |
About Mid Cap Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mid Cap Core's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mid Cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mid Cap Core 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.To pursue its objective, under normal circumstances, the fund invests at least 80 percent of its net assets in a diversified portfolio of common stocks of Mid Cap U.S. companies that demonstrate governance diversity and leadership. Mid Cap is traded on NASDAQ Exchange in the United States.
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 Mid 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, Mid Cap's short interest history, or implied volatility extrapolated from Mid Cap options trading.
Pair Trading with Mid Cap
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 Mid Cap 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 Mid Cap will appreciate offsetting losses from the drop in the long position's value.Moving together with Mid Mutual Fund
| 0.8 | VIMAX | Vanguard Mid Cap | PairCorr |
| 0.78 | VIMSX | Vanguard Mid Cap | PairCorr |
| 0.79 | VMCPX | Vanguard Mid Cap | PairCorr |
| 0.86 | VMCIX | Vanguard Mid Cap | PairCorr |
| 0.77 | VEXAX | Vanguard Extended Market | PairCorr |
The ability to find closely correlated positions to Mid Cap could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mid Cap 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 Mid Cap - 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 Mid Cap Core to buy it.
The correlation of Mid Cap 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 Mid Cap moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mid Cap Core 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 Mid Cap 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 Trending Equities 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 real. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Other Consideration for investing in Mid Mutual Fund
If you are still planning to invest in Mid Cap Core 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 Mid Cap's history and understand the potential risks before investing.
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