LOCORR Equity Positions 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 Equity Positions Weight Analysis
LOCORR DYNAMIC'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 LOCORR DYNAMIC Equity Positions Weight | 63.34 % |
Most of LOCORR DYNAMIC'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, LOCORR DYNAMIC EQUITY 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 |
LOCORR DYNAMIC Equity Positions Weight Component Assessment
According to the company disclosure, LOCORR DYNAMIC EQUITY has an Equity Positions Weight of 63%. This is much higher than that of the LoCorr Funds family and significantly higher than that of the Long-Short Equity category. The equity positions weight for all United States funds is notably lower than that of the firm.
LOCORR Equity Positions 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 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 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 equity positions 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.
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 LOCORR DYNAMIC 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, LOCORR DYNAMIC's short interest history, or implied volatility extrapolated from LOCORR DYNAMIC options trading.
Becoming a Better Investor with Macroaxis
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
Align your risk with return expectations
Check out LOCORR DYNAMIC Piotroski F Score and LOCORR DYNAMIC Altman Z Score analysis. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
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.
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |