Avantis Short-Term Financial Statements From 2010 to 2022

AVGNX
 Fund
  

USD 9.16  0.01  0.11%   

Avantis Short-Term financial statements provide useful quarterly and yearly information to potential Avantis Short-Term Fixed investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Avantis Short-Term financial statements helps investors assess Avantis Short-Term's valuation, profitability, and current liquidity needs.
Avantis Short-Term Fixed does not presently have any fundamental signals for analysis.
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Check Avantis Short-Term financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Avantis main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Avantis financial statements analysis is a perfect complement when working with Avantis Short-Term Valuation or Volatility modules. It can also supplement various Avantis Short-Term Technical models . Please continue to the analysis of Avantis Short-Term Correlation against competitors.

Avantis Cash Position Weight Analysis

Avantis Short-Term'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.
Cash Percentage 
 = 
% of Cash 
 
in the fund 
More About Cash Position Weight | All Equity Analysis

Current Avantis Short-Term Cash Position Weight

    
  1.09 %  
Most of Avantis Short-Term'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, Avantis Short-Term Fixed 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.
Compare to competition

Avantis Short-Term Cash Position Weight Component Assessment

In accordance with the recently published financial statements, Avantis Short-Term Fixed has 1.09% in Cash Position Weight. This is much higher than that of the Avantis Investors family and significantly higher than that of the Short-Term Bond category. The cash position weight for all United States funds is notably lower than that of the firm.

Avantis Short-Term Fixed Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Avantis Short-Term's current stock value. Our valuation model uses many indicators to compare Avantis Short-Term value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Avantis Short-Term competition to find correlations between indicators driving Avantis Short-Term's intrinsic value. More Info.
Avantis Short-Term Fixed is the top fund in cash position weight among similar funds. It is the top fund in bond positions weight among similar funds creating about  87.97  of Bond Positions Weight per Cash Position Weight. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Avantis Short-Term by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Avantis Short-Term'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 Avantis Short-Term's earnings, one of the primary drivers of an investment's value.

About Avantis Short-Term Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Avantis Short-Term income statement, its balance sheet, and the statement of cash flows. Avantis Short-Term investors use historical funamental indicators, such as Avantis Short-Term's revenue or net income, to determine how well the company is positioned to perform in the future. Although Avantis Short-Term investors may use each financial statement separately, they are all related. The changes in Avantis Short-Term's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Avantis Short-Term's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Avantis Short-Term Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Avantis Short-Term. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in investment grade quality debt obligations from a diverse group of U.S. and non-U.S. issuers. Avantis Short-Term is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Avantis Short-Term without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with Avantis Short-Term

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 Avantis Short-Term 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 Avantis Short-Term will appreciate offsetting losses from the drop in the long position's value.

Moving together with Avantis Short-Term

+0.88HPQHp Inc Fiscal Year End 22nd of November 2022 PairCorr
The ability to find closely correlated positions to Avantis Short-Term could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Avantis Short-Term 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 Avantis Short-Term - 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 Avantis Short-Term Fixed to buy it.
The correlation of Avantis Short-Term is a statistical measure of how it moves in relation to other equities. 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 Avantis Short-Term moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Avantis Short-Term Fixed 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 Avantis Short-Term 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.
Pair CorrelationCorrelation Matching
Please continue to the analysis of Avantis Short-Term Correlation against competitors. You can also try Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

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Please note, there is a significant difference between Avantis Short-Term's value and its price as these two are different measures arrived at by different means. Investors typically determine Avantis Short-Term value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Avantis Short-Term's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.