Short Duration Mutual Fund Money Managers
| APOGX Fund | USD 10.14 0.01 0.1% |
Break down of Short Duration's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Short Duration's future under-performance.
| Robert Gahagan Executive Fund Manager |
| More |
Short |
Short Duration Net Asset Comparison
Short Duration Inflation is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Inflation-Protected Bond category is currently estimated at about 4.23 Billion. Short Duration totals roughly 1.73 Billion in net asset claiming about 41% of all funds under Inflation-Protected Bond category.
Short Duration Inflation Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. Short Duration Inflation Price Series Summation is a cross summation of Short Duration price series and its benchmark/peer.
Short Duration Stakeholder
| Robert Gahagan | Fund Manager | Profile |
About Short Duration Management Performance
The success or failure of an entity such as Short Duration Inflation often depends on how effective the management is. Short Duration management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Short management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Short management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund normally invests at least 80 percent of its net assets in inflation-linked debt securities. It invests primarily in investment-grade securities, but may also invest a portion of its assets in high-yield securities, or junk bonds. The fund also may invest a portion of its net assets in fixed-income securities that are not linked to inflation. It may invest up to 20 percent of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers.
Please note that past performance is not an indicator of the future performance of Short Duration, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Short Duration Inflation Annual Yield
In accordance with the recently published financial statements, Short Duration Inflation has an Annual Yield of 0.0123%. This is 98.44% lower than that of the American Century Investments family and significantly higher than that of the Inflation-Protected Bond category. The annual yield for all United States funds is notably lower than that of the firm.
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.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Short Duration Inflation. 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 price. Note that the Short Duration Inflation information on this page should be used as a complementary analysis to other Short Duration'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 Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.