Optimum Small One Year Return vs. Equity Positions Weight

OASGX
 Fund
  

USD 11.48  0.15  1.29%   

For Optimum Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Optimum Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Optimum Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Optimum Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Optimum Small Cap over time as well as its relative position and ranking within its peers. Please check Your Equity Center.
  
Please note, there is a significant difference between Optimum Small's value and its price as these two are different measures arrived at by different means. Investors typically determine Optimum Small value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Optimum Small'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.

Optimum Small Cap Equity Positions Weight vs. One Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Optimum Small's current stock value. Our valuation model uses many indicators to compare Optimum Small value to that of its competitors to determine the firm's financial worth.
Optimum Small Cap is number one fund in one year return among similar funds. It is number one fund in equity positions weight among similar funds making about  6.38  of Equity Positions Weight per One Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Optimum Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Optimum Small'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 Optimum Small's earnings, one of the primary drivers of an investment's value.

Optimum Equity Positions Weight vs. One Year Return

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Optimum Small 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
15.14 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Optimum Small 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
96.65 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Optimum Small Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Optimum Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Optimum Small will eventually generate negative long term returns. The profitability progress is the general direction of Optimum Small's change in net profit over the period of time. It can combine multiple indicators of Optimum Small, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-market capitalization companies . For purposes of this fund, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000 Growth Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap Growth Index.

Optimum Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Optimum Small. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Optimum Small position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Optimum Small's important profitability drivers and their relationship over time.

Learn to be your own money manager

Our tools can tell you how much better you can do entering a position in Optimum Small 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 Diagnostics

Use generated alerts and portfolio events aggregator to diagnose current holdings
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Use Investing Themes to Complement your Optimum Small position

In addition to having Optimum Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Apparel Thematic Idea Now

Apparel
Apparel Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Apparel theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Apparel Theme or any other thematic opportunities.
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Please check Your Equity Center. Note that the Optimum Small Cap information on this page should be used as a complementary analysis to other Optimum Small'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 Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

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When running Optimum Small Cap price analysis, check to measure Optimum Small'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 Small is operating at the current time. Most of Optimum Small's value examination focuses on studying past and present price action to predict the probability of Optimum Small's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Optimum Small's price. Additionally, you may evaluate how the addition of Optimum Small to your portfolios can decrease your overall portfolio volatility.
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To fully project Optimum Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Optimum Small Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Optimum Small's income statement, its balance sheet, and the statement of cash flows.
Potential Optimum Small investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Optimum Small investors may work on each financial statement separately, they are all related. The changes in Optimum Small's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Optimum Small'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. Please read more on our technical analysis and fundamental analysis pages.