Rational Defensive Growth Fund Fundamentals
| HSUAX Fund | USD 34.86 0.09 0.26% |
Rational Defensive Growth fundamentals help investors to digest information that contributes to Rational Defensive's financial success or failures. It also enables traders to predict the movement of Rational Mutual Fund. The fundamental analysis module provides a way to measure Rational Defensive'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 Rational Defensive mutual fund.
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Rational Defensive Growth Mutual Fund Price To Sales Analysis
Rational Defensive's Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.
Current Rational Defensive Price To Sales | 1.47 X |
Most of Rational Defensive's fundamental indicators, such as Price To Sales, 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, Rational Defensive Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
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Based on the latest financial disclosure, Rational Defensive Growth has a Price To Sales of 1.47 times. This is much higher than that of the Rational Funds family and significantly higher than that of the Large Growth category. The price to sales for all United States funds is notably lower than that of the firm.
Rational Defensive Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Rational Defensive's current stock value. Our valuation model uses many indicators to compare Rational Defensive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Rational Defensive competition to find correlations between indicators driving Rational Defensive's intrinsic value. More Info.Rational Defensive Growth is one of the top funds in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Rational Defensive Growth is roughly 8.08 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Rational Defensive by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Rational Defensive'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 Rational Defensive's earnings, one of the primary drivers of an investment's value.Rational Price To Sales Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Rational Defensive's direct or indirect competition against its Price To Sales to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Rational Defensive could also be used in its relative valuation, which is a method of valuing Rational Defensive by comparing valuation metrics of similar companies.Rational Defensive is currently under evaluation in price to sales among similar funds.
Fund Asset Allocation for Rational Defensive
The fund consists of 91.91% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Rational Defensive'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.
Rational Fundamentals
| Price To Earning | 20.92 X | ||||
| Price To Book | 2.59 X | ||||
| Price To Sales | 1.47 X | ||||
| Total Asset | 13.34 M | ||||
| Year To Date Return | 9.75 % | ||||
| One Year Return | 35.48 % | ||||
| Three Year Return | 1.73 % | ||||
| Five Year Return | 13.68 % | ||||
| Ten Year Return | 10.82 % | ||||
| Net Asset | 51.77 M | ||||
| Minimum Initial Investment | 1 K | ||||
| Cash Position Weight | 8.09 % | ||||
| Equity Positions Weight | 91.91 % |
About Rational Defensive Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Rational Defensive Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Rational Defensive using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Rational Defensive 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 pursues its investment objective by investing primarily in the stocks of companies with the 25 to 50 most attractive and leading brands, from a fundamental and technical perspective, contained in the Alpha Brands Consumer Spending Index . The index tracks the performance of 200 highly recognizable and relevant U.S. and foreign brands with a business to consumer and business to business focus.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Rational Defensive Growth. 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 nation. Note that the Rational Defensive Growth information on this page should be used as a complementary analysis to other Rational Defensive'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 Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.