Intermediate Bond Fund Cash Position Weight
| REBBX Fund | USD 12.24 0.04 0.33% |
Intermediate Bond Fund fundamentals help investors to digest information that contributes to Intermediate Bond's financial success or failures. It also enables traders to predict the movement of Intermediate Mutual Fund. The fundamental analysis module provides a way to measure Intermediate Bond'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 Intermediate Bond mutual fund.
Intermediate |
Intermediate Bond Fund Mutual Fund Cash Position Weight Analysis
Intermediate Bond's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Intermediate Bond Cash Position Weight | 2.31 % |
Most of Intermediate Bond's fundamental indicators, such as Cash Position Weight, 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, Intermediate Bond Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Intermediate Bond Fund has 2.31% in Cash Position Weight. This is 64.95% lower than that of the American Funds family and significantly higher than that of the Short-Term Bond category. The cash position weight for all United States funds is notably lower than that of the firm.
Intermediate Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Intermediate Bond's direct or indirect competition against its Cash Position 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 Intermediate Bond could also be used in its relative valuation, which is a method of valuing Intermediate Bond by comparing valuation metrics of similar companies.Intermediate Bond is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Intermediate Bond
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Intermediate Bond'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.
Intermediate Fundamentals
| Total Asset | 30.85 B | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 0.43 % | |||
| One Year Return | (0.63) % | |||
| Three Year Return | (2.13) % | |||
| Five Year Return | 0.32 % | |||
| Ten Year Return | 1.93 % | |||
| Net Asset | 17.7 B | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 2.31 % | |||
| Bond Positions Weight | 7.74 % |
About Intermediate Bond Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Intermediate Bond Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Intermediate Bond using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Intermediate Bond 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.
Currently Active Assets on Macroaxis
| LAAC | Lithium Americas Corp | |
| F | Ford Motor | |
| CHPT | ChargePoint Holdings | |
| AXL | American Axle Manufacturing | |
| ICLN | iShares Global Clean |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Intermediate Bond 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 bureau of labor statistics. Note that the Intermediate Bond information on this page should be used as a complementary analysis to other Intermediate Bond'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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.