Capital World Growth Fund Equity Positions Weight
CWGIX Fund | USD 64.83 0.37 0.57% |
Capital World Growth fundamentals help investors to digest information that contributes to Capital World's financial success or failures. It also enables traders to predict the movement of Capital Mutual Fund. The fundamental analysis module provides a way to measure Capital World'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 Capital World mutual fund.
Capital |
Capital Equity Positions Weight Analysis
Capital World'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 |
Current Capital World Equity Positions Weight | 91.30 % |
Most of Capital World's fundamental indicators, such as Equity Positions 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, Capital World Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Competition |
Capital World Equity Positions Weight Component Assessment
According to the company disclosure, Capital World Growth has an Equity Positions Weight of 91%. This is 6.76% higher than that of the American Funds family and significantly higher than that of the Family category. The equity positions weight for all United States funds is notably lower than that of the firm.
Capital Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Capital World'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 Capital World could also be used in its relative valuation, which is a method of valuing Capital World by comparing valuation metrics of similar companies.Capital World is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Capital World
The fund consists of 91.3% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Capital World'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.
Capital Fundamentals
Price To Earning | 17.22 X | ||||
Price To Book | 1.97 X | ||||
Price To Sales | 1.58 X | ||||
Total Asset | 52.13 B | ||||
Annual Yield | 0.02 % | ||||
Year To Date Return | 7.74 % | ||||
One Year Return | 26.73 % | ||||
Three Year Return | 6.24 % | ||||
Five Year Return | 10.01 % | ||||
Ten Year Return | 8.66 % | ||||
Net Asset | 111.78 B | ||||
Last Dividend Paid | 0.35 | ||||
Cash Position Weight | 8.11 % | ||||
Equity Positions Weight | 91.30 % | ||||
Bond Positions Weight | 0.23 % |
About Capital World Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Capital World Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Capital World using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Capital World Growth 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 fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.
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 Capital World 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, Capital World's short interest history, or implied volatility extrapolated from Capital World options trading.
Pair Trading with Capital World
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 Capital World 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 Capital World will appreciate offsetting losses from the drop in the long position's value.Moving together with Capital Mutual Fund
0.99 | STFGX | State Farm Growth | PairCorr |
0.84 | REJTX | American Funds 2015 | PairCorr |
0.95 | AMFCX | American Mutual Fund | PairCorr |
0.99 | AMFFX | American Mutual Fund | PairCorr |
0.89 | RNCCX | American Funds Income | PairCorr |
The ability to find closely correlated positions to Capital World could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Capital World 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 Capital World - 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 Capital World Growth to buy it.
The correlation of Capital World 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 Capital World moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Capital World Growth 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 Capital World 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 Capital World Piotroski F Score and Capital World Altman Z Score analysis. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
Complementary Tools for Capital Mutual Fund analysis
When running Capital World's price analysis, check to measure Capital World'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 Capital World is operating at the current time. Most of Capital World's value examination focuses on studying past and present price action to predict the probability of Capital World's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Capital World's price. Additionally, you may evaluate how the addition of Capital World to your portfolios can decrease your overall portfolio volatility.
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