Chase Growth Fund Equity Positions Weight
| CHASX Fund | USD 14.22 0.22 1.52% |
Chase Growth Fund fundamentals help investors to digest information that contributes to Chase Growth's financial success or failures. It also enables traders to predict the movement of Chase Mutual Fund. The fundamental analysis module provides a way to measure Chase Growth'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 Chase Growth mutual fund.
Chase |
Chase Growth Fund Mutual Fund Equity Positions Weight Analysis
Chase Growth's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Chase Growth Equity Positions Weight | 94.22 % |
Most of Chase Growth'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, Chase Growth Fund 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.
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According to the company disclosure, Chase Growth Fund has an Equity Positions Weight of 94%. This is much higher than that of the Chase family and significantly higher than that of the Large Growth category. The equity positions weight for all United States funds is notably lower than that of the firm.
Chase Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Chase Growth's direct or indirect competition against its Equity Positions 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 Chase Growth could also be used in its relative valuation, which is a method of valuing Chase Growth by comparing valuation metrics of similar companies.Chase Growth is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Chase Growth
The fund consists of 94.22% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Chase Growth'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.
Chase Fundamentals
| Price To Earning | 20.20 X | ||||
| Price To Book | 3.99 X | ||||
| Price To Sales | 1.99 X | ||||
| Total Asset | 33.5 M | ||||
| Year To Date Return | 17.27 % | ||||
| One Year Return | 37.89 % | ||||
| Three Year Return | 8.82 % | ||||
| Five Year Return | 12.99 % | ||||
| Ten Year Return | 11.68 % | ||||
| Net Asset | 66.45 M | ||||
| Cash Position Weight | 5.78 % | ||||
| Equity Positions Weight | 94.22 % |
About Chase Growth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Chase Growth Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Chase Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Chase Growth 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 Chase Growth 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, Chase Growth's short interest history, or implied volatility extrapolated from Chase Growth options trading.
Pair Trading with Chase Growth
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 Chase Growth 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 Chase Growth will appreciate offsetting losses from the drop in the long position's value.Moving together with Chase Mutual Fund
| 1.0 | CHAIX | Chase Growth | PairCorr |
| 0.98 | FAFGX | American Funds | PairCorr |
| 0.93 | FFAFX | American Funds | PairCorr |
| 0.98 | GFACX | Growth Fund | PairCorr |
The ability to find closely correlated positions to Chase Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Chase Growth 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 Chase Growth - 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 Chase Growth Fund to buy it.
The correlation of Chase Growth 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 Chase Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Chase Growth 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 Chase Growth 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 Chase Growth 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 state. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.