Fundx Sustainable Impact Fund Equity Positions Weight
| SRIFXDelisted Fund | USD 23.41 0.00 0.00% |
Fundx Sustainable Impact fundamentals help investors to digest information that contributes to Fundx Sustainable's financial success or failures. It also enables traders to predict the movement of Fundx Mutual Fund. The fundamental analysis module provides a way to measure Fundx Sustainable'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 Fundx Sustainable mutual fund.
Fundx |
Fundx Sustainable Impact Mutual Fund Equity Positions Weight Analysis
Fundx Sustainable'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 Fundx Sustainable Equity Positions Weight | 96.08 % |
Most of Fundx Sustainable'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, Fundx Sustainable Impact 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.
CompetitionAccording to the company disclosure, Fundx Sustainable Impact has an Equity Positions Weight of 96%. This is 2.22% higher than that of the Fund X family and significantly higher than that of the Large Growth category. The equity positions weight for all United States funds is notably lower than that of the firm.
Fundx Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fundx Sustainable'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 Fundx Sustainable could also be used in its relative valuation, which is a method of valuing Fundx Sustainable by comparing valuation metrics of similar companies.Fundx Sustainable is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Fundx Sustainable
The fund consists of 96.08% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Fundx Sustainable'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.
Fundx Fundamentals
| Total Asset | 26.67 M | |||
| One Year Return | 12.04 % | |||
| Three Year Return | 10.29 % | |||
| Net Asset | 26.67 M | |||
| Minimum Initial Investment | 1 K | |||
| Cash Position Weight | 2.83 % | |||
| Equity Positions Weight | 96.08 % | |||
| Bond Positions Weight | 0.24 % |
About Fundx Sustainable Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fundx Sustainable Impact's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fundx Sustainable using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fundx Sustainable Impact 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.
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 Fundx Sustainable 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, Fundx Sustainable's short interest history, or implied volatility extrapolated from Fundx Sustainable options trading.
Currently Active Assets on Macroaxis
Check out World Market Map 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 census. Note that the Fundx Sustainable Impact information on this page should be used as a complementary analysis to other Fundx Sustainable'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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Other Consideration for investing in Fundx Mutual Fund
If you are still planning to invest in Fundx Sustainable Impact 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 Fundx Sustainable's history and understand the potential risks before investing.
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