Dynamic Total Return Fund Quote
| AVGRX Fund | USD 15.15 0.07 0.46% |
Performance19 of 100
| Odds Of DistressLess than 16
|
Dynamic Total is trading at 15.15 as of the 18th of April 2024; that is -0.46 percent decrease since the beginning of the trading day. The fund's open price was 15.22. Dynamic Total has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Dynamic Total Return are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund normally invests in instruments that provide investment exposure to global equity, bond, currency and commodity markets, and in fixed-income securities. It may invest in instruments that provide economic exposure to developed and, to a limited extent, emerging market issuers. More on Dynamic Total Return
Moving together with Dynamic Mutual Fund
| 0.79 | DIEYX | Dreyfus International | PairCorr |
| 0.79 | DIERX | Dreyfus International | PairCorr |
Dynamic Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Dynamic Total's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dynamic Total or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Dreyfus Funds, Large Blend Funds, Macro Trading Funds, Macro Trading, Dreyfus, Large Blend, Macro Trading (View all Sectors) |
| Update Date | 31st of March 2024 |
Dynamic Total Return [AVGRX] is traded in USA and was established 18th of April 2024. Dynamic Total is listed under Dreyfus category by Fama And French industry classification. The fund is listed under Macro Trading category and is part of Dreyfus family. This fund presently has accumulated 1.38 B in assets under management (AUM) with no minimum investment requirementsDynamic Total Return is currently producing year-to-date (YTD) return of 8.21% with the current yeild of 0.05%, while the total return for the last 3 years was 3.05%.
Check Dynamic Total Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dynamic Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dynamic Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dynamic Total Return Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dynamic Total Return Mutual Fund Constituents
| SPIB | SPDR Barclays Intermediate | Etf | Corporate Bond |
| TIP | iShares TIPS Bond | Etf | Inflation-Protected Bond |
Dynamic Total Target Price Odds Analysis
Based on a normal probability distribution, the odds of Dynamic Total jumping above the current price in 90 days from now is about 13.57%. The Dynamic Total Return probability density function shows the probability of Dynamic Total mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Dynamic Total has a beta of 0.0421. This suggests as returns on the market go up, Dynamic Total average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Dynamic Total Return will be expected to be much smaller as well. Additionally, dynamic Total Return has an alpha of 0.0783, implying that it can generate a 0.0783 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Dynamic Total to move above the current price in 90 days from now is about 13.57 (This Dynamic Total Return probability density function shows the probability of Dynamic Mutual Fund to fall within a particular range of prices over 90 days) .
Dynamic Total Top Holders
| OASDX | Oakhurst Strategic Defined | Mutual Fund | Long-Short Equity |
| QALAX | Quantified Alternative Investment | Mutual Fund | Macro Trading |
| QALTX | Quantified Alternative Investment | Mutual Fund | Macro Trading |
Dynamic Total Return Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dynamic Total market risk premium is the additional return an investor will receive from holding Dynamic Total long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dynamic Total. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Dynamic Total's alpha and beta are two of the key measurements used to evaluate Dynamic Total's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.2581 | |||
| Standard Deviation | 0.3272 | |||
| Variance | 0.107 | |||
| Downside Variance | 0.1343 |
Dynamic Total Against Markets
Picking the right benchmark for Dynamic Total mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Dynamic Total mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Dynamic Total is critical whether you are bullish or bearish towards Dynamic Total Return at a given time. Please also check how Dynamic Total's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Dynamic Total without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Dynamic Mutual Fund?
Before investing in Dynamic Total, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Dynamic Total. To buy Dynamic Total fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dynamic Total. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Dynamic Total fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Dynamic Total Return fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Dynamic Total Return fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Dynamic Total Return, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Dynamic Total Return?
The danger of trading Dynamic Total Return is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Dynamic Total is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Dynamic Total. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dynamic Total Return is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Dynamic Total Return. 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 metropolitan statistical area. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.