Castle Fundamentals

MOATX -  USA Fund  

USD 20.57  0.15  0.73%

Castle Focus fundamentals help investors to digest information that contributes to Castle Focus' financial success or failures. It also enables traders to predict the movement of Castle Mutual Fund. This fundamental analysis module provides a way for investors to measures Castle Focus' intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Castle Focus mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Castle Fundamentals 

 
Refresh

Castle Last Dividend Paid Analysis

Castle Focus' Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
Last Dividend 
 = 
Last Profit Distribution Amount 
Total Shares 
More About Last Dividend Paid | All Equity Analysis

Current Castle Focus Last Dividend Paid

    
  0.09  
Most of Castle Focus' fundamental indicators, such as Last Dividend Paid, 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, Castle Focus is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
Compare to competition

Castle Focus Last Dividend Paid Component Assessment

Based on the recorded statements, Castle Focus has a Last Dividend Paid of 0.09. This is much higher than that of the Category family and significantly higher than that of the Large Blend category. The last dividend paid for all United States funds is notably lower than that of the firm.

Castle Focus Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Castle Focus's current stock value. Our valuation model uses many indicators to compare Castle Focus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Castle Focus competition to find correlations between indicators driving Castle Focus's intrinsic value. More Info.
Castle Focus is regarded second largest fund in one year return among similar funds. It is number one fund in price to book among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value Castle Focus by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Castle Focus' 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 Castle Focus' earnings, one of the primary drivers of an investment's value.

Did you try this?

Run Bond Analysis Now

   

Bond Analysis

Evaluate and analyze corporate bonds as a potential investment for your portfolios.
All  Next Launch Module

Fund Asset Allocation for Castle Focus

The fund consists of 82.84% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Castle Fundamentals

About Castle Focus Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Castle Focus's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Castle Focus using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Castle Focus 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 primarily in common stocks of domestic companies and American Depositary Receipts of foreign companies of any size without regard to market capitalization that the sub-adviser believes possess a strong competitive position in their peer group and have undervalued assets or growth potential that is not yet reflected in stock price. Castle Focus is traded on NASDAQ Exchange in the United States.

Castle Focus Investors Sentiment

The influence of Castle Focus' investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Castle. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
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 Castle Focus 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, Castle Focus' short interest history, or implied volatility extrapolated from Castle Focus options trading.

Current Sentiment - MOATX

Castle Focus Investor Sentiment

Macroaxis portfolio users are evenly split in their trading attitude regarding investing in Castle Focus. What is your opinion about investing in Castle Focus? Are you bullish or bearish?
Bullish
Bearish
50% Bullish
50% Bearish
Skip

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Castle Focus 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

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Additionally, see Castle Focus Piotroski F Score and Castle Focus Altman Z Score analysis. Note that the Castle Focus information on this page should be used as a complementary analysis to other Castle Focus' 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 Focused Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

Complementary Tools for Castle Mutual Fund analysis

When running Castle Focus price analysis, check to measure Castle Focus' 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 Castle Focus is operating at the current time. Most of Castle Focus' value examination focuses on studying past and present price action to predict the probability of Castle Focus' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Castle Focus' price. Additionally, you may evaluate how the addition of Castle Focus to your portfolios can decrease your overall portfolio volatility.
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Go
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Go
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Go
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Go
Please note, there is a significant difference between Castle Focus' value and its price as these two are different measures arrived at by different means. Investors typically determine Castle Focus value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Castle Focus' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.