LOCORR Cash Position Weight
| LEQIX Fund | USD 11.08 0.02 0.18% |
LOCORR DYNAMIC EQUITY fundamentals help investors to digest information that contributes to LOCORR DYNAMIC's financial success or failures. It also enables traders to predict the movement of LOCORR Mutual Fund. The fundamental analysis module provides a way to measure LOCORR DYNAMIC'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 LOCORR DYNAMIC mutual fund.
LOCORR |
LOCORR Cash Position Weight Analysis
LOCORR DYNAMIC'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 LOCORR DYNAMIC Cash Position Weight | 36.65 % |
Most of LOCORR DYNAMIC'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, LOCORR DYNAMIC EQUITY 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.
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LOCORR DYNAMIC Cash Position Weight Component Assessment
In accordance with the recently published financial statements, LOCORR DYNAMIC EQUITY has 36.65% in Cash Position Weight. This is much higher than that of the LoCorr Funds family and significantly higher than that of the Long-Short Equity category. The cash position weight for all United States funds is notably lower than that of the firm.
LOCORR Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses LOCORR DYNAMIC'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 LOCORR DYNAMIC could also be used in its relative valuation, which is a method of valuing LOCORR DYNAMIC by comparing valuation metrics of similar companies.LOCORR DYNAMIC is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for LOCORR DYNAMIC
The fund invests 63.34% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (36.65%) and various exotic instruments (0.01%).Asset allocation divides LOCORR DYNAMIC'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.
LOCORR Fundamentals
| Price to Earning | 11.66 X | |||
| Price to Book | 1.99 X | |||
| Price to Sales | 0.68 X | |||
| Total Asset | 23.32 M | |||
| One Year Return | (11.67) % | |||
| Three Year Return | (3.94) % | |||
| Five Year Return | 0.32 % | |||
| Net Asset | 23.32 M | |||
| Minimum Initial Investment | 100 K | |||
| Cash Position Weight | 36.65 % | |||
| Equity Positions Weight | 63.34 % |
About LOCORR DYNAMIC Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze LOCORR DYNAMIC EQUITY's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of LOCORR DYNAMIC using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of LOCORR DYNAMIC EQUITY 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.Under normal market conditions, the fund invests at least 80 percent of its assets, defined as net assets plus the amount of any borrowings for investment purposes, in long or short positions in equity securities of domestic and foreign companies. Locorr Dynamic is traded on NASDAQ Exchange in the United States.
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Our tools can tell you how much better you can do entering a position in LOCORR DYNAMIC without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as LOCORR DYNAMIC EQUITY using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
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Check out LOCORR DYNAMIC Piotroski F Score and LOCORR DYNAMIC Altman Z Score analysis. You can also try the Bond Directory module to find actively traded corporate debentures issued by US companies.
Complementary Tools for LOCORR Mutual Fund analysis
When running LOCORR DYNAMIC's price analysis, check to measure LOCORR DYNAMIC'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 LOCORR DYNAMIC is operating at the current time. Most of LOCORR DYNAMIC's value examination focuses on studying past and present price action to predict the probability of LOCORR DYNAMIC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move LOCORR DYNAMIC's price. Additionally, you may evaluate how the addition of LOCORR DYNAMIC to your portfolios can decrease your overall portfolio volatility.
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