Monthly Rebalance Mutual Fund Money Managers
| RMQAX Fund | USD 465.34 2.97 0.64% |
Break down of Monthly Rebalance'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 Monthly Rebalance's future under-performance.
| Michael Byrum Executive Fund Manager |
| More |
Monthly |
Monthly Rebalance Net Asset Comparison
Monthly Rebalance Nasdaq 100 is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Trading--Leveraged Equity category is currently estimated at about 7.53 Billion. Monthly Rebalance holds roughly 522.88 Million in net asset claiming about 7% of funds listed under Trading--Leveraged Equity category.
Monthly Rebalance 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. Monthly Rebalance Price Series Summation is a cross summation of Monthly Rebalance price series and its benchmark/peer.
Monthly Rebalance Stakeholder
| Michael Byrum | Fund Manager | Profile |
About Monthly Rebalance Management Performance
The success or failure of an entity such as Monthly Rebalance often depends on how effective the management is. Monthly Rebalance 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 Monthly 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 Monthly 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.
The funds current benchmark is 200 percent of the performance of the NASDAQ-100 Index . Under normal circumstances, it will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and securities and financial instruments with economic characteristics that should perform similarly to the securities of companies in the funds benchmark. It is non-diversified.
Please note that past performance is not an indicator of the future performance of Monthly Rebalance, 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 Your Equity Center to better understand how to build diversified portfolios, which includes a position in Monthly Rebalance Nasdaq 100. 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 nation. Note that the Monthly Rebalance information on this page should be used as a complementary analysis to other Monthly Rebalance'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 Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.