361 Small Cap Fund Fundamentals
361 Small Cap fundamentals help investors to digest information that contributes to 361 Small's financial success or failures. It also enables traders to predict the movement of 361 Mutual Fund. The fundamental analysis module provides a way to measure 361 Small'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 361 Small mutual fund.
361 |
361 Small Cap Mutual Fund Cash Position Weight Analysis
361 Small's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current 361 Small Cash Position Weight | 0.73 % |
Most of 361 Small's fundamental indicators, such as Cash Position 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, 361 Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, 361 Small Cap has 0.73% in Cash Position Weight. This is 48.59% lower than that of the Category family and 48.55% lower than that of the Family category. The cash position weight for all United States funds is 93.12% higher than that of the company.
361 Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining 361 Small's current stock value. Our valuation model uses many indicators to compare 361 Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across 361 Small competition to find correlations between indicators driving 361 Small's intrinsic value. More Info.361 Small Cap is rated below average in one year return among similar funds. It is rated below average in three year return among similar funds . Comparative valuation analysis is a catch-all model that can be used if you cannot value 361 Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for 361 Small'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 361 Small's earnings, one of the primary drivers of an investment's value.361 Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses 361 Small's direct or indirect competition against its Cash Position 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 361 Small could also be used in its relative valuation, which is a method of valuing 361 Small by comparing valuation metrics of similar companies.361 Small is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for 361 Small
The fund consists of 98.71% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides 361 Small'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.
361 Fundamentals
| Total Asset | 16.35 M | |||
| One Year Return | (22.74) % | |||
| Three Year Return | (5.54) % | |||
| Net Asset | 16.35 M | |||
| Minimum Initial Investment | 2.5 K | |||
| Cash Position Weight | 0.73 % | |||
| Equity Positions Weight | 98.71 % |
Pair Trading with 361 Small
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if 361 Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in 361 Small will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Mosaic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mosaic when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Mosaic - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling The Mosaic to buy it.
The correlation of Mosaic is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Mosaic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mosaic moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Mosaic can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios. 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 producer price index. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
Other Consideration for investing in 361 Mutual Fund
If you are still planning to invest in 361 Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the 361 Small's history and understand the potential risks before investing.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |