Qs Servative Growth Fund Filter Stocks by Fundamentals
SBBAX Fund | USD 14.36 0.09 0.63% |
Qs Servative Growth fundamentals help investors to digest information that contributes to Qs Servative's financial success or failures. It also enables traders to predict the movement of SBBAX Mutual Fund. The fundamental analysis module provides a way to measure Qs Servative'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 Qs Servative mutual fund.
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Fund Asset Allocation for Qs Servative
The fund invests 54.2% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (8.52%) , cash (5.89%) and various exotic instruments.Asset allocation divides Qs Servative'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.
SBBAX Fundamentals
Price To Earning | 16.35 X | ||||
Price To Book | 1.96 X | ||||
Price To Sales | 1.19 X | ||||
Total Asset | 270.56 M | ||||
Annual Yield | 0.02 % | ||||
Year To Date Return | 5.29 % | ||||
One Year Return | 16.95 % | ||||
Three Year Return | 3.36 % | ||||
Five Year Return | 6.17 % | ||||
Ten Year Return | 6.71 % | ||||
Net Asset | 274.45 M | ||||
Last Dividend Paid | 0.05 | ||||
Cash Position Weight | 5.89 % | ||||
Equity Positions Weight | 54.20 % | ||||
Bond Positions Weight | 8.52 % |
About Qs Servative Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Qs Servative Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Qs Servative using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Qs Servative Growth 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 fund is a fund of fundsit invests in other mutual funds and may also invest in exchange-traded funds . It organizes its investments in underlying funds into two main asset classes the equity class and the fixed income class. The portfolio managers will allocate between 35 percent to 65 percent of the funds assets to underlying funds that invest in equity and equity-like strategies and between 35 percent to 65 percent of the funds assets to underlying funds that invest in fixed income strategies.
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Check out Qs Servative Piotroski F Score and Qs Servative Altman Z Score analysis. Note that the Qs Servative Growth information on this page should be used as a complementary analysis to other Qs Servative'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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Complementary Tools for SBBAX Mutual Fund analysis
When running Qs Servative's price analysis, check to measure Qs Servative's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Qs Servative is operating at the current time. Most of Qs Servative's value examination focuses on studying past and present price action to predict the probability of Qs Servative's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Qs Servative's price. Additionally, you may evaluate how the addition of Qs Servative to your portfolios can decrease your overall portfolio volatility.
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