Origin Emerging Markets Fund Equity Positions Weight
| POEIX Fund | USD 10.01 0.01 0.10% |
Origin Emerging Markets fundamentals help investors to digest information that contributes to Origin Emerging's financial success or failures. It also enables traders to predict the movement of Origin Mutual Fund. The fundamental analysis module provides a way to measure Origin Emerging'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 Origin Emerging mutual fund.
Origin |
Origin Emerging Markets Mutual Fund Equity Positions Weight Analysis
Origin Emerging'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 Origin Emerging Equity Positions Weight | 97.93 % |
Most of Origin Emerging'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, Origin Emerging Markets 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, Origin Emerging Markets has an Equity Positions Weight of 97%. This indicator is about the same for the Principal Funds average (which is currently at 97.73) family and significantly higher than that of the Diversified Emerging Mkts category. The equity positions weight for all United States funds is notably lower than that of the firm.
Origin Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Origin Emerging'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 Origin Emerging could also be used in its relative valuation, which is a method of valuing Origin Emerging by comparing valuation metrics of similar companies.Origin Emerging is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Origin Emerging
The fund consists of 97.93% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Origin Emerging'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.
Origin Fundamentals
| Total Asset | 74.54 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 6.15 % | ||||
| One Year Return | 10.39 % | ||||
| Three Year Return | (7.90) % | ||||
| Five Year Return | 0.93 % | ||||
| Net Asset | 2.74 B | ||||
| Last Dividend Paid | 0.09 | ||||
| Cash Position Weight | 2.07 % | ||||
| Equity Positions Weight | 97.93 % |
About Origin Emerging Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Origin Emerging Markets's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Origin Emerging using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Origin Emerging Markets 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.
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Origin Emerging Markets. 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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.