Partners Iii Opportunity Fund Fundamentals
| WPOIX Fund | USD 11.49 0.08 0.70% |
Partners Iii Opportunity fundamentals help investors to digest information that contributes to Partners Iii's financial success or failures. It also enables traders to predict the movement of Partners Mutual Fund. The fundamental analysis module provides a way to measure Partners Iii'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 Partners Iii mutual fund.
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Partners Iii Opportunity Mutual Fund Three Year Return Analysis
Partners Iii's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Partners Iii Three Year Return | (1.83) % |
Most of Partners Iii's fundamental indicators, such as Three Year Return, 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, Partners Iii Opportunity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Partners Iii Opportunity has a Three Year Return of -1.8274%. This is much lower than that of the Weitz family and significantly lower than that of the Long-Short Equity category. The three year return for all United States funds is notably higher than that of the company.
Partners Iii Opportunity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Partners Iii's current stock value. Our valuation model uses many indicators to compare Partners Iii value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Partners Iii competition to find correlations between indicators driving Partners Iii's intrinsic value. More Info.Partners Iii Opportunity is rated second in price to earning among similar funds. It is rated second in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Partners Iii Opportunity is roughly 12.28 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Partners Iii by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Partners Iii'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 Partners Iii's earnings, one of the primary drivers of an investment's value.Partners Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Partners Iii's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Partners Iii could also be used in its relative valuation, which is a method of valuing Partners Iii by comparing valuation metrics of similar companies.Partners Iii is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Partners Iii
The fund consists of 91.26% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Partners Iii'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.
Partners Fundamentals
| Price To Earning | 18.79 X | ||||
| Price To Book | 1.53 X | ||||
| Price To Sales | 1.85 X | ||||
| Total Asset | 5.81 M | ||||
| Year To Date Return | 3.51 % | ||||
| One Year Return | 19.09 % | ||||
| Three Year Return | (1.83) % | ||||
| Five Year Return | 4.01 % | ||||
| Ten Year Return | 8.64 % | ||||
| Net Asset | 442.9 M | ||||
| Cash Position Weight | 6.37 % | ||||
| Equity Positions Weight | 91.26 % |
About Partners Iii Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Partners Iii Opportunity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Partners Iii using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Partners Iii Opportunity 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 funds investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a multi-cap fund and may invest in securities of any market capitalization. It invests in long positions in stocks and other securities, when the managers anticipate that the value of such securities will increase. The fund also invests in short positions in stocks and other securities, including short sales of exchange traded funds, when the managers anticipate a decline in the value of such securities.
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 Partners Iii 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, Partners Iii's short interest history, or implied volatility extrapolated from Partners Iii options trading.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Partners Iii Opportunity. 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 Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.