Advantus Managed Volatility Fund Equity Positions Weight
Advantus Managed Volatility fundamentals help investors to digest information that contributes to Advantus Managed's financial success or failures. It also enables traders to predict the movement of Advantus Mutual Fund. The fundamental analysis module provides a way to measure Advantus Managed'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 Advantus Managed mutual fund.
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Advantus Managed Volatility Mutual Fund Equity Positions Weight Analysis
Advantus Managed's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Advantus Managed Equity Positions Weight | 84.96 % |
Most of Advantus Managed's fundamental indicators, such as Equity Positions Weight, 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, Advantus Managed Volatility is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
CompetitionAccording to the company disclosure, Advantus Managed Volatility has an Equity Positions Weight of 84%. This is 165.42% higher than that of the Category family and 165.46% higher than that of the Family category. The equity positions weight for all United States funds is 32.96% lower than that of the firm.
Advantus Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Advantus Managed's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Advantus Managed could also be used in its relative valuation, which is a method of valuing Advantus Managed by comparing valuation metrics of similar companies.Advantus Managed is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Advantus Managed
The fund consists of 84.96% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Advantus Managed'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.
Advantus Fundamentals
| Total Asset | 41.52 M | |||
| Net Asset | 41.52 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.03 | |||
| Cash Position Weight | 9.93 % | |||
| Equity Positions Weight | 84.96 % | |||
| Bond Positions Weight | 4.34 % |
Pair Trading with Advantus Managed
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 Advantus Managed 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 Advantus Managed will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Microsoft could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Microsoft 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 Microsoft - 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 Microsoft to buy it.
The correlation of Microsoft 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 Microsoft moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Microsoft 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 Microsoft 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 board of governors. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
Other Consideration for investing in Advantus Mutual Fund
If you are still planning to invest in Advantus Managed Vol 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 Advantus Managed's history and understand the potential risks before investing.
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