Large Cap Equity Fund Fundamentals
| TLGUX Fund | USD 23.03 0.13 0.56% |
Large Cap Equity fundamentals help investors to digest information that contributes to Large Cap's financial success or failures. It also enables traders to predict the movement of Large Mutual Fund. The fundamental analysis module provides a way to measure Large Cap'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 Large Cap mutual fund.
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Large Cap Equity Mutual Fund Price To Earning Analysis
Large Cap'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 Large Cap Price To Earning | 19.66 X |
Most of Large Cap'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, Large Cap 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.
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Based on the latest financial disclosure, Large Cap Equity has a Price To Earning of 19.66 times. This is much higher than that of the Morgan Stanley 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.
Large Cap Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Large Cap's current stock value. Our valuation model uses many indicators to compare Large Cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Large Cap competition to find correlations between indicators driving Large Cap's intrinsic value. More Info.Large Cap Equity is rated top fund in price to earning among similar funds. It is rated fifth largest fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Large Cap Equity is roughly 7.50 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Large Cap by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Large Cap'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 Large Cap's earnings, one of the primary drivers of an investment's value.Large Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Large Cap's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Large Cap could also be used in its relative valuation, which is a method of valuing Large Cap by comparing valuation metrics of similar companies.Large Cap is currently under evaluation in price to earning among similar funds.
Fund Asset Allocation for Large Cap
The fund consists of 98.09% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Large Cap'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.
Large Fundamentals
| Price To Earning | 19.66 X | |||
| Price To Book | 2.62 X | |||
| Price To Sales | 1.75 X | |||
| Total Asset | 2.08 B | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 5.79 % | |||
| One Year Return | 22.52 % | |||
| Three Year Return | 5.37 % | |||
| Five Year Return | 11.26 % | |||
| Ten Year Return | 12.22 % | |||
| Net Asset | 1.74 B | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.18 | |||
| Cash Position Weight | 1.91 % | |||
| Equity Positions Weight | 98.09 % |
About Large Cap Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Large Cap Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Large Cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Large Cap 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 normally invests at least 80 percent of its net assets in the equity securities of large capitalization companies or in other investments with similar economic characteristics. The advisor defines large cap companies as companies whose market capitalizations typically fall within the range of the Russell 1000 Index. The fund may invest up to 10 percent of its assets in the securities of foreign issuers that are not traded on a U.S. exchange or the U.S. over-the-counter market. It may also lend portfolio securities to earn additional income.
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 Large Cap 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, Large Cap's short interest history, or implied volatility extrapolated from Large Cap options trading.
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Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Large Cap 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 employment. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..