BrandywineGLOBAL Fundamentals

Mutual Funds . USA . 
Fund . BrandywineGLOBAL - Corporate
BCAAX Fund  USD 9.85  0.02  0.20%   
BrandywineGLOBAL - Corporate fundamentals help investors to digest information that contributes to BrandywineGLOBAL's financial success or failures. It also enables traders to predict the movement of BrandywineGLOBAL Mutual Fund. The fundamental analysis module provides a way to measure BrandywineGLOBAL'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 BrandywineGLOBAL mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

BrandywineGLOBAL Cash Position Weight Analysis

BrandywineGLOBAL'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.
Cash Percentage 
 = 
% of Cash 
 
in the fund 
More About Cash Position Weight | All Equity Analysis

Current BrandywineGLOBAL Cash Position Weight

    
  11.11 %  
Most of BrandywineGLOBAL'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, BrandywineGLOBAL - Corporate 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.
Competition

BrandywineGLOBAL Cash Position Weight Component Assessment

In accordance with the recently published financial statements, BrandywineGLOBAL - Corporate has 11.11% in Cash Position Weight. This is much higher than that of the Category family and significantly higher than that of the High Yield Bond category. The cash position weight for all United States funds is notably lower than that of the firm.

BrandywineGLOBAL - Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining BrandywineGLOBAL's current stock value. Our valuation model uses many indicators to compare BrandywineGLOBAL value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across BrandywineGLOBAL competition to find correlations between indicators driving BrandywineGLOBAL's intrinsic value. More Info.
BrandywineGLOBAL - Corporate is the top fund in net asset among similar funds. It is the top fund in three year return among similar funds . The ratio of Net Asset to Three Year Return for BrandywineGLOBAL - Corporate is about  100,222,717 . Comparative valuation analysis is a catch-all model that can be used if you cannot value BrandywineGLOBAL by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for BrandywineGLOBAL'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 BrandywineGLOBAL's earnings, one of the primary drivers of an investment's value.

BrandywineGLOBAL Cash Position Weight Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses BrandywineGLOBAL'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 BrandywineGLOBAL could also be used in its relative valuation, which is a method of valuing BrandywineGLOBAL by comparing valuation metrics of similar companies.
BrandywineGLOBAL is currently under evaluation in cash position weight among similar funds.

Fund Asset Allocation for BrandywineGLOBAL

The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.
Asset allocation divides BrandywineGLOBAL'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.

BrandywineGLOBAL Fundamentals

Total Asset1.35 B
One Year Return(8.97) %
Three Year Return13.47 %
Five Year Return(4.34) %
Ten Year Return1.00 %
Net Asset1.35 B
Last Dividend Paid0.05
Cash Position Weight11.11 %
Bond Positions Weight14.61 %

About BrandywineGLOBAL Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze BrandywineGLOBAL - Corporate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of BrandywineGLOBAL using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of BrandywineGLOBAL - Corporate 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 high current income consistent with the preservation of capital over a five-year time horizon. Brandywineglobal 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 BrandywineGLOBAL 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, BrandywineGLOBAL's short interest history, or implied volatility extrapolated from BrandywineGLOBAL options trading.

Pair Trading with BrandywineGLOBAL

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 BrandywineGLOBAL 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 BrandywineGLOBAL will appreciate offsetting losses from the drop in the long position's value.

Moving together with BrandywineGLOBAL

+0.91DISWalt Disney Aggressive PushPairCorr

Moving against BrandywineGLOBAL

-0.75KOCoca-Cola Sell-off TrendPairCorr
-0.56MRKMerck Company Sell-off TrendPairCorr
The ability to find closely correlated positions to BrandywineGLOBAL could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BrandywineGLOBAL 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 BrandywineGLOBAL - 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 BrandywineGLOBAL - Corporate to buy it.
The correlation of BrandywineGLOBAL is a statistical measure of how it moves in relation to other equities. 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 BrandywineGLOBAL moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BrandywineGLOBAL - 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 BrandywineGLOBAL 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.
Pair CorrelationCorrelation Matching
Continue to BrandywineGLOBAL Piotroski F Score and BrandywineGLOBAL Altman Z Score analysis. Note that the BrandywineGLOBAL - information on this page should be used as a complementary analysis to other BrandywineGLOBAL'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 Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

Complementary Tools for BrandywineGLOBAL Mutual Fund analysis

When running BrandywineGLOBAL - price analysis, check to measure BrandywineGLOBAL'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 BrandywineGLOBAL is operating at the current time. Most of BrandywineGLOBAL's value examination focuses on studying past and present price action to predict the probability of BrandywineGLOBAL's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move BrandywineGLOBAL's price. Additionally, you may evaluate how the addition of BrandywineGLOBAL to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between BrandywineGLOBAL's value and its price as these two are different measures arrived at by different means. Investors typically determine BrandywineGLOBAL value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BrandywineGLOBAL's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.


 
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