Intech E Fund Five Year Return
Intech E Fund fundamentals help investors to digest information that contributes to Intech E's financial success or failures. It also enables traders to predict the movement of Intech Mutual Fund. The fundamental analysis module provides a way to measure Intech E'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 Intech E mutual fund.
Intech |
Intech E Fund Mutual Fund Five Year Return Analysis
Intech E's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Intech E Five Year Return | (0.45) % |
Most of Intech E's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Intech E Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Intech E Fund has a Five Year Return of -0.45%. This is 170.31% lower than that of the Category family and 169.99% lower than that of the Family category. The five year return for all United States funds is 113.89% higher than that of the company.
Intech Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Intech E's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Intech E could also be used in its relative valuation, which is a method of valuing Intech E by comparing valuation metrics of similar companies.Intech E is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Intech E
The fund consists of 96.73% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Intech E'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.
Intech Fundamentals
| Price To Earning | 20.88 X | |||
| Price To Book | 3.30 X | |||
| Price To Sales | 1.41 X | |||
| Annual Yield | 0.63 % | |||
| Year To Date Return | 3.43 % | |||
| One Year Return | 5.13 % | |||
| Three Year Return | 18.22 % | |||
| Five Year Return | (0.45) % | |||
| Ten Year Return | 7.98 % | |||
| Net Asset | 606.29 M | |||
| Minimum Initial Investment | 2.5 K | |||
| Last Dividend Paid | 0.14 | |||
| Holdings Turnover | 130.00 % | |||
| Cash Position Weight | 0.38 % | |||
| Equity Positions Weight | 96.73 % |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios. 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 main economic indicators. Note that the Intech E Fund information on this page should be used as a complementary analysis to other Intech E'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 Money Managers module to screen money managers from public funds and ETFs managed around the world.
Other Consideration for investing in Intech Mutual Fund
If you are still planning to invest in Intech E Fund check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Intech E's history and understand the potential risks before investing.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |