Astonanchor Capital Enhanced Fund Holdings Turnover
Astonanchor Capital Enhanced fundamentals help investors to digest information that contributes to Astonanchor Capital's financial success or failures. It also enables traders to predict the movement of Astonanchor Mutual Fund. The fundamental analysis module provides a way to measure Astonanchor Capital'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 Astonanchor Capital mutual fund.
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Astonanchor Capital Enhanced Mutual Fund Holdings Turnover Analysis
Astonanchor Capital's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Current Astonanchor Capital Holdings Turnover | 35.00 % |
Most of Astonanchor Capital's fundamental indicators, such as Holdings Turnover, 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, Astonanchor Capital Enhanced is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
CompetitionAccording to the company disclosure, Astonanchor Capital Enhanced has a Holdings Turnover of 35.0%. This is 364.19% higher than that of the Category family and notably higher than that of the Family category. The holdings turnover for all United States funds is 46.32% lower than that of the firm.
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Fund Asset Allocation for Astonanchor Capital
The fund consists of 97.74% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Astonanchor Capital'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.
Astonanchor Fundamentals
| Price To Earning | 13.59 X | |||
| Price To Book | 1.98 X | |||
| Price To Sales | 0.88 X | |||
| Annual Yield | 2.79 % | |||
| Year To Date Return | 7.96 % | |||
| One Year Return | 4.60 % | |||
| Three Year Return | 18.17 % | |||
| Five Year Return | 3.50 % | |||
| Net Asset | 56.35 M | |||
| Minimum Initial Investment | 100 K | |||
| Last Dividend Paid | 0.05 | |||
| Holdings Turnover | 35.00 % | |||
| Cash Position Weight | 2.66 % | |||
| Equity Positions Weight | 97.74 % |
Pair Trading with Astonanchor Capital
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Astonanchor Capital position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Astonanchor Capital will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Hasbro could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Hasbro when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Hasbro - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Hasbro Inc to buy it.
The correlation of Hasbro is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Hasbro moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Hasbro Inc moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Hasbro can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios. 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 state. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
Other Consideration for investing in Astonanchor Mutual Fund
If you are still planning to invest in Astonanchor Capital check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Astonanchor Capital's history and understand the potential risks before investing.
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