Avantis Fundamentals

Avantis Short-Term Fixed fundamentals help investors to digest information that contributes to Avantis Short-Term's financial success or failures. It also enables traders to predict the movement of Avantis Mutual Fund. The fundamental analysis module provides a way to measure Avantis Short-Term'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 Avantis Short-Term mutual fund. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  
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Avantis Bond Positions Weight Analysis

Avantis Short-Term's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
More About Bond Positions Weight | All Equity Analysis

Current Avantis Short-Term Bond Positions Weight

    
  95.89 %  
Most of Avantis Short-Term's fundamental indicators, such as Bond 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, Avantis Short-Term Fixed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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Avantis Short-Term Bond Positions Weight Component Assessment

In accordance with the recently published financial statements, Avantis Short-Term Fixed has a Bond Positions Weight of 95%. This is much higher than that of the Avantis Investors family and significantly higher than that of the Short-Term Bond category. The bond positions 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 net asset among similar funds making up about  13,834,862  of Net Asset 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.

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Piotroski F Score

Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
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Fund Asset Allocation for Avantis Short-Term

The fund consists of 95.89% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.
 Value 
      Instrument Type 

Avantis Fundamentals

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 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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Portfolio Comparator

Compare the composition, asset allocations and performance of any two portfolios in your account
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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.

Avantis Short-Term Pair Correlation

Correlation Analysis For Direct Indexing and Tax-loss Harvesting

The ability to find closely correlated positions to Crown Castle could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Crown Castle 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 Crown Castle - 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 Crown Castle International to buy it.
The correlation of Crown Castle 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 Crown Castle moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Crown Castle Interna 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 Crown Castle 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
Check out Trending Equities. Note that the Avantis Short-Term Fixed information on this page should be used as a complementary analysis to other Avantis Short-Term'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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

Other Tools for Avantis Mutual Fund

When running Avantis Short-Term Fixed price analysis, check to measure Avantis Short-Term's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Avantis Short-Term is operating at the current time. Most of Avantis Short-Term's value examination focuses on studying past and present price action to predict the probability of Avantis Short-Term's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Avantis Short-Term's price. Additionally, you may evaluate how the addition of Avantis Short-Term to your portfolios can decrease your overall portfolio volatility.
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