Mark Brett - Intermediate Bond Fund Manager
CBOEX Fund | USD 12.41 0.01 0.08% |
Mark is a fixedincome portfolio manager at Capital Group. As a fixedincome investment analyst, he covers currency research. He has 34 years of investment experience and was with Capital Group for 19 years. Prior to joining Capital, Mark was an economist and strategist with Barclays de Zoete Wedd in London. In addition, he was a director of BZW Capital Markets Ltd. and a member of the London Stock Exchange. Currently, he is a member of the CFA Institute U.K. and is a fellow of the Chartered Institute for Securities and Investment. Mark is based in London.
Phone | 800-421-4225 |
Intermediate Bond Management Performance (%)
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Intermediate 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 Intermediate Bond 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.
Total Asset | 30.85 B | ||||
Annual Yield | 0 % | ||||
Year To Date Return | 0.03 % | ||||
One Year Return | 0.85 % | ||||
Three Year Return | (1.43) % | ||||
Five Year Return | 0.83 % | ||||
Ten Year Return | 1.98 % | ||||
Net Asset | 17.7 B | ||||
Last Dividend Paid | 0.01 | ||||
Cash Position Weight | 2.31 % |
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 Intermediate Bond 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, Intermediate Bond's short interest history, or implied volatility extrapolated from Intermediate Bond options trading.
Pair Trading with Intermediate Bond
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 Intermediate Bond 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 Intermediate Bond will appreciate offsetting losses from the drop in the long position's value.Moving against Intermediate Mutual Fund
0.46 | REKTX | American Funds 2055 | PairCorr |
0.46 | REMTX | American Funds 2060 | PairCorr |
0.45 | RNEBX | New World Fund | PairCorr |
0.45 | NFFFX | New World Fund | PairCorr |
0.44 | RNGGX | New Economy Fund | PairCorr |
The ability to find closely correlated positions to Intermediate Bond could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Intermediate Bond 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 Intermediate Bond - 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 Intermediate Bond Fund to buy it.
The correlation of Intermediate Bond 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 Intermediate Bond moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Intermediate Bond Fund 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 Intermediate Bond 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 Intermediate Bond 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 income. Note that the Intermediate Bond Fund information on this page should be used as a complementary analysis to other Intermediate Bond's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Complementary Tools for Intermediate Mutual Fund analysis
When running Intermediate Bond's price analysis, check to measure Intermediate Bond's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Intermediate Bond is operating at the current time. Most of Intermediate Bond's value examination focuses on studying past and present price action to predict the probability of Intermediate Bond's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Intermediate Bond's price. Additionally, you may evaluate how the addition of Intermediate Bond to your portfolios can decrease your overall portfolio volatility.
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