Conservative Income Mutual Fund Money Managers
| COIYX Fund | USD 10.01 0.00 0.00% |
Break down of Conservative Income's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Conservative Income's future under-performance.
| Richard Mejzak Executive Fund Manager |
| More |
Conservative |
Conservative Income Net Asset Comparison
Conservative Income is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Ultrashort Bond category is currently estimated at about 1.19 Billion. Conservative Income totals roughly 238.09 Million in net asset claiming about 20% of Ultrashort Bond category.
Conservative Income Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Conservative Income Price Series Summation is a cross summation of Conservative Income price series and its benchmark/peer.
Conservative Income Stakeholder
| Richard Mejzak | Fund Manager | Profile |
About Conservative Income Management Performance
The success or failure of an entity such as Conservative Income often depends on how effective the management is. Conservative Income management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Conservative management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Conservative management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in U.S. dollar-denominated debt securities that the funds sub-adviser believes present minimal credit risks to the fund. It will invest at least 25 percent of its assets in securities issued by companies in the financial services industry, but may invest less than 25 percent of its assets in this industry as a temporary defensive measure.
Please note that past performance is not an indicator of the future performance of Conservative Income, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Conservative Income. 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 manufacturing. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.