1919 Financial Services Fund Cash Position Weight
| SFSLX Fund | USD 23.33 0.21 0.91% |
1919 Financial Services fundamentals help investors to digest information that contributes to 1919 Financial's financial success or failures. It also enables traders to predict the movement of 1919 Mutual Fund. The fundamental analysis module provides a way to measure 1919 Financial'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 1919 Financial mutual fund.
1919 |
1919 Financial Services Mutual Fund Cash Position Weight Analysis
1919 Financial'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 1919 Financial Cash Position Weight | 1.83 % |
Most of 1919 Financial'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, 1919 Financial Services 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.
| Competition |
In accordance with the recently published financial statements, 1919 Financial Services has 1.83% in Cash Position Weight. This is much higher than that of the 1919 Funds family and significantly higher than that of the Financial category. The cash position weight for all United States funds is notably lower than that of the firm.
1919 Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses 1919 Financial'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 1919 Financial could also be used in its relative valuation, which is a method of valuing 1919 Financial by comparing valuation metrics of similar companies.1919 Financial is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for 1919 Financial
The fund consists of 98.17% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides 1919 Financial'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.
1919 Fundamentals
| Price To Earning | 17.43 X | ||||
| Price To Book | 1.95 X | ||||
| Price To Sales | 3.47 X | ||||
| Total Asset | 177.78 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 1.22 % | ||||
| One Year Return | 16.75 % | ||||
| Three Year Return | (3.28) % | ||||
| Five Year Return | 4.18 % | ||||
| Ten Year Return | 8.60 % | ||||
| Net Asset | 299.42 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 1.83 % | ||||
| Equity Positions Weight | 98.17 % |
About 1919 Financial Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze 1919 Financial Services's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of 1919 Financial using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of 1919 Financial Services 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.
Currently Active Assets on Macroaxis
| LAAC | Lithium Americas Corp | |
| F | Ford Motor | |
| CHPT | ChargePoint Holdings | |
| AXL | American Axle Manufacturing | |
| ICLN | iShares Global Clean |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in 1919 Financial Services. 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 bureau of economic analysis. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.