Aama Income Fund Equity Positions Weight
| AMFIX Fund | USD 23.54 0.03 0.13% |
Aama Income Fund fundamentals help investors to digest information that contributes to Aama Income's financial success or failures. It also enables traders to predict the movement of Aama Mutual Fund. The fundamental analysis module provides a way to measure Aama Income's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Aama Income mutual fund.
Aama |
Aama Income Fund Mutual Fund Equity Positions Weight Analysis
Aama Income's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Aama Income Fund has an Equity Positions Weight of 0.0%. This indicator is about the same for the AAMA average (which is currently at 0.0) family and about the same as Intermediate Core-Plus Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Aama Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Aama Income's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Aama Income could also be used in its relative valuation, which is a method of valuing Aama Income by comparing valuation metrics of similar companies.Aama Income is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Aama Income
The fund consists of 91.28% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Aama Income's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Aama Fundamentals
| Annual Yield | 0.0005 % | ||||
| Year To Date Return | 0.02 % | ||||
| One Year Return | 1.92 % | ||||
| Three Year Return | (1.21) % | ||||
| Five Year Return | (0.01) % | ||||
| Net Asset | 142.62 M | ||||
| Minimum Initial Investment | 10 K | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 8.72 % | ||||
| Bond Positions Weight | 91.28 % |
About Aama Income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Aama Income Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Aama Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Aama Income Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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 Aama Income 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, Aama Income's short interest history, or implied volatility extrapolated from Aama Income options trading.
Pair Trading with Aama Income
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 Aama Income 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 Aama Income will appreciate offsetting losses from the drop in the long position's value.Moving together with Aama Mutual Fund
| 0.65 | MWTNX | Metropolitan West Total | PairCorr |
| 0.68 | MWTSX | Metropolitan West Total | PairCorr |
| 0.85 | PTTPX | Pimco Total Return | PairCorr |
Moving against Aama Mutual Fund
| 0.5 | UIPIX | Ultrashort Mid Cap Steady Growth | PairCorr |
The ability to find closely correlated positions to Aama Income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aama Income 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 Aama Income - 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 Aama Income Fund to buy it.
The correlation of Aama Income 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 Aama Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aama Me 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 Aama Income 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 Aama Income 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 gross domestic product. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.