Monthly Rebalance Nasdaq 100 Fund Fundamentals
| RMQAX Fund | USD 476.29 16.69 3.39% |
Monthly Rebalance Nasdaq 100 fundamentals help investors to digest information that contributes to Monthly Rebalance's financial success or failures. It also enables traders to predict the movement of Monthly Mutual Fund. The fundamental analysis module provides a way to measure Monthly Rebalance'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 Monthly Rebalance mutual fund.
Monthly |
Monthly Rebalance Nasdaq 100 Mutual Fund Annual Yield Analysis
Monthly Rebalance's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Monthly Rebalance Annual Yield | 0 % |
Most of Monthly Rebalance's fundamental indicators, such as Annual Yield, 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, Monthly Rebalance Nasdaq 100 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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In accordance with the recently published financial statements, Monthly Rebalance Nasdaq 100 has an Annual Yield of 0.0011%. This is much higher than that of the Rydex Funds family and significantly higher than that of the Trading--Leveraged Equity category. The annual yield for all United States funds is notably lower than that of the firm.
Monthly Rebalance Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Monthly Rebalance's current stock value. Our valuation model uses many indicators to compare Monthly Rebalance value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Monthly Rebalance competition to find correlations between indicators driving Monthly Rebalance's intrinsic value. More Info.Monthly Rebalance Nasdaq 100 is rated top fund in annual yield among similar funds. It is rated top fund in year to date return among similar funds creating about 11,227 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Monthly Rebalance by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Monthly Rebalance's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Monthly Rebalance's earnings, one of the primary drivers of an investment's value.Monthly Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Monthly Rebalance's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Monthly Rebalance could also be used in its relative valuation, which is a method of valuing Monthly Rebalance by comparing valuation metrics of similar companies.Monthly Rebalance is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Monthly Rebalance
The fund consists of 80.06% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Monthly Rebalance'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.
Monthly Fundamentals
| Total Asset | 7.18 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 12.35 % | ||||
| One Year Return | 80.86 % | ||||
| Three Year Return | 9.88 % | ||||
| Five Year Return | 31.04 % | ||||
| Net Asset | 522.88 M | ||||
| Minimum Initial Investment | 2.5 K | ||||
| Cash Position Weight | 6.37 % | ||||
| Equity Positions Weight | 80.06 % | ||||
| Bond Positions Weight | 11.20 % |
About Monthly Rebalance Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Monthly Rebalance Nasdaq 100's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Monthly Rebalance using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Monthly Rebalance Nasdaq 100 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.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.
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 Monthly Rebalance 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, Monthly Rebalance's short interest history, or implied volatility extrapolated from Monthly Rebalance options trading.
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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 Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.