FUNDX Fundamentals

FUNDX
 Fund
  

USD 51.52  0.13  0.25%   

Fund X Upgrader fundamentals help investors to digest information that contributes to Fund X'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 Fund X'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 Fund X 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.
  

FUNDX Price to Earning Analysis

Fund X'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.
P/E 
 = 
Market Value Per Share 
Earnings Per Share 
More About Price to Earning | All Equity Analysis

Current Fund X Price to Earning

    
  18.48 X  
Most of Fund X'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, Fund X Upgrader 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.
Compare to competition

Fund X Price to Earning Component Assessment

Based on the latest financial disclosure, the price to earning indicator of Fund X Upgrader is roughly 18.48 times. This is much higher than that of the Fund X family and significantly higher than that of the Large Growth category. The price to earning for all United States funds is notably lower than that of the firm.

Fund X Upgrader Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Fund X's current stock value. Our valuation model uses many indicators to compare Fund X value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fund X competition to find correlations between indicators driving Fund X's intrinsic value. More Info.
Fund X Upgrader is one of the top funds in cash position weight among similar funds. It is one of the top funds in ten year return among similar funds reporting about  3.20  of Ten Year Return per Cash Position Weight. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Fund X by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Fund X'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 Fund X's earnings, one of the primary drivers of an investment's value.

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Fund Asset Allocation for Fund X

The fund consists of 96.21% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
   Value   
       Instrument Type  

FUNDX Fundamentals

About Fund X Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Fund X Upgrader's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fund X using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fund X Upgrader 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 is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs. Fund X is traded on NASDAQ Exchange in the United States.

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Our tools can tell you how much better you can do entering a position in Fund X 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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Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Fund X Upgrader using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Please check Fund X Piotroski F Score and Fund X Altman Z Score analysis. Note that the Fund X Upgrader information on this page should be used as a complementary analysis to other Fund X'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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

Complementary Tools for FUNDX Mutual Fund analysis

When running Fund X Upgrader price analysis, check to measure Fund X'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 Fund X is operating at the current time. Most of Fund X's value examination focuses on studying past and present price action to predict the probability of Fund X's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Fund X's price. Additionally, you may evaluate how the addition of Fund X to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fund X's value and its price as these two are different measures arrived at by different means. Investors typically determine Fund X value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fund X'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.