Iva Worldwide Fund Cash Position Weight
Iva Worldwide Fund fundamentals help investors to digest information that contributes to Iva Worldwide's financial success or failures. It also enables traders to predict the movement of Iva Mutual Fund. The fundamental analysis module provides a way to measure Iva Worldwide'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 Iva Worldwide mutual fund.
Iva |
Iva Worldwide Fund Mutual Fund Cash Position Weight Analysis
Iva Worldwide'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.
Current Iva Worldwide Cash Position Weight | 36.04 % |
Most of Iva Worldwide'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, Iva Worldwide Fund 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.
CompetitionIn accordance with the recently published financial statements, Iva Worldwide Fund has 36.04% in Cash Position Weight. This is much higher than that of the IVA Funds family and significantly higher than that of the World Large Stock category. The cash position weight for all United States funds is notably lower than that of the firm.
Iva Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Iva Worldwide'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 Iva Worldwide could also be used in its relative valuation, which is a method of valuing Iva Worldwide by comparing valuation metrics of similar companies.Iva Worldwide is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Iva Worldwide
The fund invests 63.91% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (36.04%) and various exotic instruments (0.05%).Asset allocation divides Iva Worldwide'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.
Iva Fundamentals
| Price To Earning | 15.58 X | |||
| Price To Book | 1.36 X | |||
| Price To Sales | 1.33 X | |||
| Total Asset | 990.99 M | |||
| One Year Return | (7.37) % | |||
| Three Year Return | (2.32) % | |||
| Five Year Return | (0.16) % | |||
| Ten Year Return | 3.68 % | |||
| Net Asset | 990.99 M | |||
| Minimum Initial Investment | 5 K | |||
| Cash Position Weight | 36.04 % | |||
| Equity Positions Weight | 63.91 % |
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 Iva Worldwide 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, Iva Worldwide's short interest history, or implied volatility extrapolated from Iva Worldwide options trading.
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Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios. 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 Iva Worldwide information on this page should be used as a complementary analysis to other Iva Worldwide'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 Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Other Consideration for investing in Iva Mutual Fund
If you are still planning to invest in Iva Worldwide check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Iva Worldwide's history and understand the potential risks before investing.
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