Ubs Small Cap Fund Cash Position Weight
| BISCXDelisted Fund | USD 20.62 0.00 0.00% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Ubs Small's long-term financial health and intrinsic value.
Ubs |
Ubs Small Cap Mutual Fund Cash Position Weight Analysis
Ubs Small'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 Ubs Small Cash Position Weight | 3.30 % |
Most of Ubs Small'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, Ubs Small Cap 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.
CompetitionIn accordance with the recently published financial statements, Ubs Small Cap has 3.3% in Cash Position Weight. This is much higher than that of the UBS Asset Management family and significantly higher than that of the Small Growth category. The cash position weight for all United States funds is notably lower than that of the firm.
Ubs Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ubs Small'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 Ubs Small could also be used in its relative valuation, which is a method of valuing Ubs Small by comparing valuation metrics of similar companies.Ubs Small is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Ubs Small
The fund consists of 96.7% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Ubs Small'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.
Ubs Fundamentals
| Price To Earning | 26.33 X | |||
| Price To Book | 2.98 X | |||
| Price To Sales | 1.80 X | |||
| Total Asset | 110.45 M | |||
| Year To Date Return | 0.63 % | |||
| One Year Return | (5.09) % | |||
| Three Year Return | 4.85 % | |||
| Five Year Return | 5.02 % | |||
| Ten Year Return | 14.21 % | |||
| Net Asset | 125.72 M | |||
| Minimum Initial Investment | 2 M | |||
| Cash Position Weight | 3.30 % | |||
| Equity Positions Weight | 96.70 % |
About Ubs Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ubs Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ubs Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ubs Small Cap 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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in national income and product accounts. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
Other Consideration for investing in Ubs Mutual Fund
If you are still planning to invest in Ubs Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Ubs Small's history and understand the potential risks before investing.
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