Equity Growth Fund Minimum Initial Investment
AMEIX Fund | USD 30.26 0.22 0.73% |
Equity Growth Fund fundamentals help investors to digest information that contributes to Equity Growth's financial success or failures. It also enables traders to predict the movement of Equity Mutual Fund. The fundamental analysis module provides a way to measure Equity Growth'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 Equity Growth mutual fund.
Equity |
Equity Minimum Initial Investment Analysis
Equity Growth's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Equity Growth Minimum Initial Investment | 5 M |
Most of Equity Growth's fundamental indicators, such as Minimum Initial Investment, 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, Equity Growth Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Competition |
Equity Growth Minimum Initial Investment Component Assessment
Based on the recorded statements, Equity Growth Fund has a Minimum Initial Investment of 5 M. This is 299.6% higher than that of the Category family and 99.9% higher than that of the Large Blend category. The minimum initial investment for all United States funds is significantly lower than that of the firm.
Equity Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Equity Growth's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Equity Growth could also be used in its relative valuation, which is a method of valuing Equity Growth by comparing valuation metrics of similar companies.Equity Growth is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for Equity Growth
The fund consists of 97.25% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Equity Growth'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.
Equity Fundamentals
Price To Earning | 17.98 X | |||
Price To Book | 2.74 X | |||
Price To Sales | 1.53 X | |||
Total Asset | 306.41 M | |||
Annual Yield | 0.01 % | |||
Year To Date Return | 10.83 % | |||
One Year Return | 36.11 % | |||
Three Year Return | 7.58 % | |||
Five Year Return | 11.91 % | |||
Ten Year Return | 12.26 % | |||
Net Asset | 1.75 B | |||
Minimum Initial Investment | 5 M | |||
Last Dividend Paid | 0.09 | |||
Cash Position Weight | 2.75 % | |||
Equity Positions Weight | 97.25 % |
About Equity Growth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Equity Growth Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Equity Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Equity Growth Fund 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.The investment seeks long-term capital growth by investing in common stocks. American Century is traded on NASDAQ Exchange in the United States.
Pair Trading with Equity Growth
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 Equity Growth 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 Equity Growth will appreciate offsetting losses from the drop in the long position's value.Moving together with Equity Mutual Fund
0.8 | VTSAX | Vanguard Total Stock | PairCorr |
0.78 | VFIAX | Vanguard 500 Index | PairCorr |
0.8 | VTSMX | Vanguard Total Stock | PairCorr |
0.77 | VITSX | Vanguard Total Stock | PairCorr |
0.8 | VSMPX | Vanguard Total Stock | PairCorr |
The ability to find closely correlated positions to Equity Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Equity Growth 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 Equity Growth - 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 Equity Growth Fund to buy it.
The correlation of Equity Growth 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 Equity Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Equity Growth Fund 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 Equity Growth 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 Equity Growth Piotroski F Score and Equity Growth Altman Z Score analysis. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Complementary Tools for Equity Mutual Fund analysis
When running Equity Growth's price analysis, check to measure Equity Growth's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Equity Growth is operating at the current time. Most of Equity Growth's value examination focuses on studying past and present price action to predict the probability of Equity Growth's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Equity Growth's price. Additionally, you may evaluate how the addition of Equity Growth to your portfolios can decrease your overall portfolio volatility.
Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
FinTech Suite Use AI to screen and filter profitable investment opportunities | |
Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
Content Syndication Quickly integrate customizable finance content to your own investment portal | |
Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |