Vassilis Dagioglu - Dynamic Total Fund Manager
| AVGRX Fund | USD 15.16 0.06 0.40% |
Vassilis Dagioglu is the head of the asset allocation portfolio management team at Mellon Capital. In his current role, he is responsible for managing global tactical asset allocation, strategic asset allocation, and multiasset portfolios including total return, absolute return, multiasset income, global macro as well as active commodities strategies. Since he joined Mellon Capital, he has managed several asset allocation portfolios such as mutual funds, hedge funds, and separately managed portfolios and helped develop custom portfolio solutions. Vassilis joined Mellon Capital in 1999, shortly after beginning his career in the investment industry. Prior to joining Mellon Capital, he designed and implemented financial information systems and consulted on enterprise information application development at IBM Global Services and Sybase. Vassilis is a member of the Portfolio Risk Committee and Investment Management Committee. He earned an MBA in finance from the University of Californ
| Phone | 800-205-7699 |
Dynamic Total Management Performance (%)
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Dynamic Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Dynamic Total a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 17.17 X | |||
| Price To Book | 2.03 X | |||
| Price To Sales | 1.29 X | |||
| Total Asset | 162.69 M | |||
| Annual Yield | 0.05 % | |||
| Year To Date Return | 8.21 % | |||
| One Year Return | 8.65 % | |||
| Three Year Return | 3.04 % | |||
| Five Year Return | 3.89 % | |||
| Ten Year Return | 5.44 % |
Pair Trading with Dynamic Total
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 Dynamic Total 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 Dynamic Total will appreciate offsetting losses from the drop in the long position's value.Moving together with Dynamic Mutual Fund
| 0.93 | MBXFX | Catalystmillburn Hedge | PairCorr |
| 0.93 | MBXIX | Catalystmillburn Hedge | PairCorr |
| 0.93 | MBXAX | Catalystmillburn Hedge | PairCorr |
| 0.93 | MBXCX | Catalystmillburn Hedge | PairCorr |
The ability to find closely correlated positions to Dynamic Total could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dynamic Total 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 Dynamic Total - 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 Dynamic Total Return to buy it.
The correlation of Dynamic Total 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 Dynamic Total moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dynamic Total Return 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 Dynamic Total 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 Dynamic Total Return. 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 metropolitan statistical area. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.