Target 2055 Series Fund Three Year Return
Target 2055 Series fundamentals help investors to digest information that contributes to Target 2055's financial success or failures. It also enables traders to predict the movement of Target Mutual Fund. The fundamental analysis module provides a way to measure Target 2055'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 Target 2055 mutual fund.
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Target 2055 Series Mutual Fund Three Year Return Analysis
Target 2055's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Target 2055 Three Year Return | 8.97 % |
Most of Target 2055's fundamental indicators, such as Three 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, Target 2055 Series is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Target 2055 Series has a Three Year Return of 8.97%. This is much higher than that of the Category family and notably higher than that of the Family category. The three year return for all United States funds is 149.17% lower than that of the firm.
Target Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Target 2055's direct or indirect competition against its Three 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 Target 2055 could also be used in its relative valuation, which is a method of valuing Target 2055 by comparing valuation metrics of similar companies.Target 2055 is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Target 2055
The fund consists of 85.88% investments in stocks, with the rest of investments allocated between bonds, cash.Asset allocation divides Target 2055'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.
Target Fundamentals
| Price To Earning | 23.28 X | |||
| Price To Book | 3.18 X | |||
| Price To Sales | 2.41 X | |||
| Total Asset | 15.5 M | |||
| One Year Return | 14.02 % | |||
| Three Year Return | 8.97 % | |||
| Five Year Return | 7.21 % | |||
| Net Asset | 15.5 M | |||
| Minimum Initial Investment | 2 K | |||
| Last Dividend Paid | 1.79 | |||
| Cash Position Weight | 1.75 % | |||
| Equity Positions Weight | 85.88 % | |||
| Bond Positions Weight | 12.37 % |
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 Target 2055 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, Target 2055's short interest history, or implied volatility extrapolated from Target 2055 options trading.
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Other Consideration for investing in Target Mutual Fund
If you are still planning to invest in Target 2055 Series 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 Target 2055's history and understand the potential risks before investing.
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