Avantis Large Cap Fund Equity Positions Weight
| ALCEX Fund | 13.01 0.27 2.03% |
Avantis Large Cap fundamentals help investors to digest information that contributes to Avantis Large's financial success or failures. It also enables traders to predict the movement of Avantis Mutual Fund. The fundamental analysis module provides a way to measure Avantis Large'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 Avantis Large mutual fund.
Avantis |
Avantis Large Cap Mutual Fund Equity Positions Weight Analysis
Avantis Large's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Avantis Large Cap has an Equity Positions Weight of 0.0%. This indicator is about the same for the Avantis Investors average (which is currently at 0.0) family and about the same as Large Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Avantis Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Avantis Large's direct or indirect competition against its Equity Positions 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 Avantis Large could also be used in its relative valuation, which is a method of valuing Avantis Large by comparing valuation metrics of similar companies.Avantis Large is currently under evaluation in equity positions weight among similar funds.
Avantis Fundamentals
| Annual Yield | 0.02 % | ||||
| Net Asset | 190.64 M |
About Avantis Large Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Avantis Large Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Avantis Large using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Avantis Large Cap 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.
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 Avantis Large 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, Avantis Large's short interest history, or implied volatility extrapolated from Avantis Large options trading.
Pair Trading with Avantis Large
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 Avantis 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 Avantis Large will appreciate offsetting losses from the drop in the long position's value.Moving together with Avantis Mutual Fund
| 0.78 | AVANX | Avantis International | PairCorr |
| 0.84 | AVDEX | Avantis International | PairCorr |
| 0.84 | AVCNX | American Century Etf | PairCorr |
| 0.84 | AVEEX | Avantis Emerging Markets | PairCorr |
The ability to find closely correlated positions to Avantis 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 Avantis 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 Avantis 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 Avantis Large Cap to buy it.
The correlation of Avantis 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 Avantis Large moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Avantis 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 Avantis 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.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Avantis Large Cap. 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 income. Note that the Avantis Large Cap information on this page should be used as a complementary analysis to other Avantis 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 My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.