Ariel Appreciation Fund Cash Position Weight
| CAAPX Fund | USD 35.60 0.67 0.37% |
Ariel Appreciation Fund fundamentals help investors to digest information that contributes to Ariel Appreciation's financial success or failures. It also enables traders to predict the movement of Ariel Mutual Fund. The fundamental analysis module provides a way to measure Ariel Appreciation'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 Ariel Appreciation mutual fund.
Ariel |
Ariel Appreciation Fund Mutual Fund Cash Position Weight Analysis
Ariel Appreciation'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.
Current Ariel Appreciation Cash Position Weight | 1.07 % |
Most of Ariel Appreciation'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, Ariel Appreciation Fund 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.
| Competition |
In accordance with the recently published financial statements, Ariel Appreciation Fund has 1.07% in Cash Position Weight. This is much higher than that of the Ariel Investments family and significantly higher than that of the Mid-Cap Value category. The cash position weight for all United States funds is notably lower than that of the firm.
Ariel Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ariel Appreciation's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Ariel Appreciation could also be used in its relative valuation, which is a method of valuing Ariel Appreciation by comparing valuation metrics of similar companies.Ariel Appreciation is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Ariel Appreciation
The fund consists of 98.92% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Ariel Appreciation's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Ariel Fundamentals
| Price To Earning | 16.52 X | |||
| Price To Book | 2.10 X | |||
| Price To Sales | 1.21 X | |||
| Total Asset | 877.29 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 2.61 % | |||
| One Year Return | 5.28 % | |||
| Three Year Return | (0.48) % | |||
| Five Year Return | 5.63 % | |||
| Ten Year Return | 8.16 % | |||
| Net Asset | 1.11 B | |||
| Cash Position Weight | 1.07 % | |||
| Equity Positions Weight | 98.92 % |
About Ariel Appreciation Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ariel Appreciation Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ariel Appreciation using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ariel Appreciation Fund 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.
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 Ariel Appreciation 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, Ariel Appreciation's short interest history, or implied volatility extrapolated from Ariel Appreciation options trading.
Pair Trading with Ariel Appreciation
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 Ariel Appreciation 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 Ariel Appreciation will appreciate offsetting losses from the drop in the long position's value.Moving together with Ariel Mutual Fund
| 0.79 | FLPKX | Fidelity Low Priced | PairCorr |
| 0.79 | FLPSX | Fidelity Low Priced | PairCorr |
| 0.82 | VMVAX | Vanguard Mid Cap | PairCorr |
| 0.85 | JVMAX | John Hancock Disciplined | PairCorr |
| 0.84 | JVMIX | John Hancock Disciplined | PairCorr |
The ability to find closely correlated positions to Ariel Appreciation could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Ariel Appreciation 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 Ariel Appreciation - 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 Ariel Appreciation Fund to buy it.
The correlation of Ariel Appreciation is a statistical measure of how it moves in relation to other instruments. 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 Ariel Appreciation moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ariel Appreciation 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 Ariel Appreciation 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.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Ariel Appreciation Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.