Strategic Allocation Financials
| ASMDX Fund | USD 6.16 0.01 0.16% |
Strategic |
Please note that past performance is not an indicator of the future performance of Strategic Allocation, 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.
Strategic Allocation Fund Summary
Strategic Allocation competes with HUMANA, and Spring Valley. The funds asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 64 percent of its assets in stocks, 32 percent of its assets in bonds, and 4 percent of its assets in cash equivalents. The fund also invests in a variety of debt securities payable in U.S. and foreign currencies. It may invest in any type of U.S. or foreign equity security that meets certain fundamental and technical standards. The fund may invest up to 10 percent of its assets in below investment-grade securities.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0250856301 |
| Business Address | American Century Strategic |
| Mutual Fund Family | American Century Investments |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | NYSE Composite |
| Phone | 800 345 2021 |
| Currency | USD - US Dollar |
You should never invest in Strategic Allocation Moderate without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Strategic Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Strategic Allocation's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Strategic Allocation Key Financial Ratios
Generally speaking, Strategic Allocation's financial ratios allow both analysts and investors to convert raw data from Strategic Allocation's financial statements into concise, actionable information that can be used to evaluate the performance of Strategic Allocation over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Strategic Allocation reports annually and quarterly.Strategic Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Strategic Allocation's current stock value. Our valuation model uses many indicators to compare Strategic Allocation value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Strategic Allocation competition to find correlations between indicators driving Strategic Allocation's intrinsic value. More Info.Strategic Allocation Moderate is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Strategic Allocation Moderate is roughly 7.68 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Strategic Allocation by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Strategic Allocation'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 Strategic Allocation's earnings, one of the primary drivers of an investment's value.Strategic Allocation Systematic Risk
Strategic Allocation's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Strategic Allocation volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Strategic Allocation correlated with the market. If Beta is less than 0 Strategic Allocation generally moves in the opposite direction as compared to the market. If Strategic Allocation Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Strategic Allocation is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Strategic Allocation is generally in the same direction as the market. If Beta > 1 Strategic Allocation moves generally in the same direction as, but more than the movement of the benchmark.
Strategic Allocation April 18, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Strategic Allocation help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Strategic Allocation Moderate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Strategic Allocation Moderate based on widely used predictive technical indicators. In general, we focus on analyzing Strategic Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Strategic Allocation's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5765 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 2.28 | |||
| Value At Risk | (0.80) | |||
| Potential Upside | 0.7937 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Strategic Allocation Moderate. 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 unemployment. Note that the Strategic Allocation information on this page should be used as a complementary analysis to other Strategic Allocation'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 Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.