Evaluator Conservative Rms Fund Filter Stocks by Fundamentals
| EVFCX Fund | USD 9.60 0.03 0.31% |
Evaluator Conservative Rms fundamentals help investors to digest information that contributes to Evaluator Conservative's financial success or failures. It also enables traders to predict the movement of Evaluator Mutual Fund. The fundamental analysis module provides a way to measure Evaluator Conservative'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 Evaluator Conservative mutual fund.
Evaluator |
Did you try this?
Run Sign In To Macroaxis Now
Sign In To MacroaxisSign in to explore Macroaxis' wealth optimization platform and fintech modules |
| All Next | Launch Module |
Fund Asset Allocation for Evaluator Conservative
The fund invests 15.18% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (18.75%) , cash (13.5%) and various exotic instruments.Asset allocation divides Evaluator Conservative'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.
Evaluator Fundamentals
| Total Asset | 58.86 M | |||
| Annual Yield | 0.04 % | |||
| Year To Date Return | 1.27 % | |||
| One Year Return | 5.23 % | |||
| Three Year Return | (0.34) % | |||
| Five Year Return | 3.09 % | |||
| Net Asset | 59.4 M | |||
| Cash Position Weight | 13.50 % | |||
| Equity Positions Weight | 15.18 % | |||
| Bond Positions Weight | 18.75 % |
About Evaluator Conservative Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Evaluator Conservative Rms's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Evaluator Conservative using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Evaluator Conservative Rms 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 Evaluator Conservative 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, Evaluator Conservative's short interest history, or implied volatility extrapolated from Evaluator Conservative options trading.
Pair Trading with Evaluator Conservative
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 Evaluator Conservative 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 Evaluator Conservative will appreciate offsetting losses from the drop in the long position's value.Moving together with Evaluator Mutual Fund
| 0.99 | EVFTX | Evaluator Tactically | PairCorr |
| 0.97 | EVFMX | Evaluator Moderate Rms | PairCorr |
| 0.96 | EVMLX | Evaluator Moderate Rms | PairCorr |
| 0.99 | EVTTX | Evaluator Tactically | PairCorr |
The ability to find closely correlated positions to Evaluator Conservative could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Evaluator Conservative 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 Evaluator Conservative - 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 Evaluator Conservative Rms to buy it.
The correlation of Evaluator Conservative 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 Evaluator Conservative moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Evaluator Conservative 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 Evaluator Conservative 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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Evaluator Conservative Rms. 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 main economic indicators. Note that the Evaluator Conservative information on this page should be used as a complementary analysis to other Evaluator Conservative'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 Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..