Optimum Equity Positions Weight

OAIEX
 Fund
  

USD 10.54  0.31  3.03%   

Optimum International Equity fundamentals help investors to digest information that contributes to Optimum International's financial success or failures. It also enables traders to predict the movement of Optimum Mutual Fund. The fundamental analysis module provides a way to measure Optimum International'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 Optimum International 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.
  
Refresh

Optimum Equity Positions Weight Analysis

Optimum International's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Stock Percentage 
 = 
% of Equities 
 
in the fund 
More About Equity Positions Weight | All Equity Analysis

Current Optimum International Equity Positions Weight

    
  99.19 %  
Most of Optimum International'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, Optimum International Equity 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.
Compare to competition

Optimum International Equity Positions Weight Component Assessment

According to the company disclosure, Optimum International Equity has an Equity Positions Weight of 99%. This is 3.19% higher than that of the Category family and significantly higher than that of the Foreign Large Blend category. The equity positions weight for all United States funds is notably lower than that of the firm.

Did you try this?

Run Portfolio Diagnostics Now

   

Portfolio Diagnostics

Use generated alerts and portfolio events aggregator to diagnose current holdings
All  Next Launch Module

Fund Asset Allocation for Optimum International

The fund invests 99.19% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.8%) and various exotic instruments (0.01%).
 Value 
      Instrument Type 

Optimum Fundamentals

About Optimum International Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Optimum International Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Optimum International using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Optimum International 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 investment seeks long-term growth of capital and may also seek income. Optimum International is traded on NASDAQ Exchange in the United States.

Optimum International Investors Sentiment

The influence of Optimum International's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Optimum. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
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 Optimum International 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, Optimum International's short interest history, or implied volatility extrapolated from Optimum International options trading.

Current Sentiment - OAIEX

Optimum International Investor Sentiment

Macroaxis portfolio users are evenly split in their perspective on investing in Optimum International Equity. What is your perspective on investing in Optimum International Equity? Are you bullish or bearish?
Bullish
Bearish
50% Bullish
50% Bearish

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Optimum International 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.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check Optimum International Piotroski F Score and Optimum International Altman Z Score analysis. Note that the Optimum International information on this page should be used as a complementary analysis to other Optimum International'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 Bond Directory module to find actively traded corporate debentures issued by US companies.

Complementary Tools for Optimum Mutual Fund analysis

When running Optimum International price analysis, check to measure Optimum International'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 Optimum International is operating at the current time. Most of Optimum International's value examination focuses on studying past and present price action to predict the probability of Optimum International's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Optimum International's price. Additionally, you may evaluate how the addition of Optimum International to your portfolios can decrease your overall portfolio volatility.
Fund Screener
Find actively-traded funds from around the world traded on over 30 global exchanges
Go
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Go
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Go
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Go
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Go
Fundamental Analysis
View fundamental data based on most recent published financial statements
Go
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Go
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Go
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
Please note, there is a significant difference between Optimum International's value and its price as these two are different measures arrived at by different means. Investors typically determine Optimum International value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Optimum International'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.