Us Defensive Equity Fund Fundamentals
| REQCX Fund | USD 43.02 0.48 1.13% |
Us Defensive Equity fundamentals help investors to digest information that contributes to Us Defensive's financial success or failures. It also enables traders to predict the movement of REQCX Mutual Fund. The fundamental analysis module provides a way to measure Us Defensive'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 Us Defensive mutual fund.
REQCX |
Us Defensive Equity Mutual Fund Price To Earning Analysis
Us Defensive's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Current Us Defensive Price To Earning | 18.33 X |
Most of Us Defensive's fundamental indicators, such as Price To Earning, 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, Us Defensive Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Us Defensive Equity has a Price To Earning of 18.33 times. This is 371.21% higher than that of the Russell family and significantly higher than that of the Large Blend category. The price to earning for all United States funds is notably lower than that of the firm.
Us Defensive Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Us Defensive's current stock value. Our valuation model uses many indicators to compare Us Defensive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Us Defensive competition to find correlations between indicators driving Us Defensive's intrinsic value. More Info.Us Defensive Equity is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Us Defensive Equity is roughly 6.81 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Us Defensive by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Us Defensive's 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 Us Defensive's earnings, one of the primary drivers of an investment's value.Did you try this?
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Fund Asset Allocation for Us Defensive
The fund consists of 95.45% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Us Defensive'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.
REQCX Fundamentals
| Price To Earning | 18.33 X | |||
| Price To Book | 2.69 X | |||
| Price To Sales | 1.24 X | |||
| Total Asset | 240.9 M | |||
| Annual Yield | 0.0003 % | |||
| Year To Date Return | 4.39 % | |||
| One Year Return | 16.89 % | |||
| Three Year Return | 5.51 % | |||
| Five Year Return | 10.24 % | |||
| Ten Year Return | 10.98 % | |||
| Net Asset | 525.43 M | |||
| Last Dividend Paid | 0.11 | |||
| Cash Position Weight | 4.54 % | |||
| Equity Positions Weight | 95.45 % |
About Us Defensive Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Us Defensive Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Us Defensive using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Us Defensive 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.The fund has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in equity securities. The fund invests principally in common stocks of large and medium capitalization U.S. companies. The manager defines large and medium capitalization stocks as stocks of those companies represented by the Russell 1000 Index or within the capitalization range of the Russell 1000 Index.
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 Us Defensive 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, Us Defensive's short interest history, or implied volatility extrapolated from Us Defensive options trading.
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Us Defensive Equity. 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 main economic indicators. Note that the Us Defensive Equity information on this page should be used as a complementary analysis to other Us Defensive's 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 the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.