Oshaughnessy Market Leaders Fund Equity Positions Weight
OFVIX Fund | USD 18.86 0.02 0.11% |
Oshaughnessy Market Leaders fundamentals help investors to digest information that contributes to Oshaughnessy Market's financial success or failures. It also enables traders to predict the movement of Oshaughnessy Mutual Fund. The fundamental analysis module provides a way to measure Oshaughnessy Market'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 Oshaughnessy Market mutual fund.
Oshaughnessy |
Oshaughnessy Market Leaders Mutual Fund Equity Positions Weight Analysis
Oshaughnessy Market'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 Oshaughnessy Market Equity Positions Weight | 98.10 % |
Most of Oshaughnessy Market'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, Oshaughnessy Market Leaders 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 |
According to the company disclosure, Oshaughnessy Market Leaders has an Equity Positions Weight of 98%. This is much higher than that of the O'Shaughnessy Mutual Funds family and significantly higher than that of the Large Value category. The equity positions weight for all United States funds is notably lower than that of the firm.
Oshaughnessy Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oshaughnessy Market'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 Oshaughnessy Market could also be used in its relative valuation, which is a method of valuing Oshaughnessy Market by comparing valuation metrics of similar companies.Oshaughnessy Market is rated below average in equity positions weight among similar funds.
Fund Asset Allocation for Oshaughnessy Market
The fund consists of 98.1% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Oshaughnessy Market'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.
Oshaughnessy Fundamentals
Annual Yield | 0.02 % | ||||
Year To Date Return | 6.63 % | ||||
One Year Return | 25.02 % | ||||
Three Year Return | 9.04 % | ||||
Five Year Return | 10.95 % | ||||
Net Asset | 235.51 M | ||||
Minimum Initial Investment | 10 K | ||||
Last Dividend Paid | 0.31 | ||||
Cash Position Weight | 1.90 % | ||||
Equity Positions Weight | 98.10 % |
About Oshaughnessy Market Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oshaughnessy Market Leaders's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oshaughnessy Market using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oshaughnessy Market Leaders 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.
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 Oshaughnessy Market 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, Oshaughnessy Market's short interest history, or implied volatility extrapolated from Oshaughnessy Market options trading.
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Try AI Portfolio ArchitectCheck out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oshaughnessy Market Leaders. 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 gross domestic product. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.