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Growth investing is a type of investment strategy focused on capital appreciation. [1] Those who follow this style, known as growth investors, invest in companies that exhibit signs of above-average growth, even if the share price appears expensive in terms of metrics such as price-to-earnings or price-to-book ratios.
Returns-based analysis would analyze the returns of the fund itself, and by comparing them to US equity indices, may determine that the fund is heavily exposed to the large-growth space. Holdings-based analysis would examine the fund's stated holdings, and provide the names and percentages of the stocks in question.
The investment performance is measured over a specific period of time and in a specific currency. Investors often distinguish different types of return. One is the distinction between the total return and the price return , where the former takes into account income ( interest and dividends ), whereas the latter only takes into account capital ...
What is a 3-fund portfolio? A three-fund portfolio is an investment strategy that involves holding mutual funds or ETFs that invest in U.S. stocks, international stocks and bonds. The strategy is ...
Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return .
The fact that all points on the linear efficient locus can be achieved by a combination of holdings of the risk-free asset and the tangency portfolio is known as the one mutual fund theorem, [12] where the mutual fund referred to is the tangency portfolio.
The total-debt-to-total-assets ratio is one of many financial metrics used to measure a company’s performance. In this case, the ratio shows how much of a company’s operations are funded by debt.
The return on assets (ROA) ratio developed by DuPont for its own use is now used by many firms to evaluate how effectively assets are used. It measures the combined effects of profit margins and asset turnover.