Aama Equity Fund Bond Positions Weight
| AMFEX Fund | USD 17.55 0.03 0.17% |
Aama Equity Fund fundamentals help investors to digest information that contributes to Aama Equity's financial success or failures. It also enables traders to predict the movement of Aama Mutual Fund. The fundamental analysis module provides a way to measure Aama Equity'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 Aama Equity mutual fund.
Aama |
Aama Equity Fund Mutual Fund Bond Positions Weight Analysis
Aama Equity's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Aama Equity Bond Positions Weight | 6.99 % |
Most of Aama Equity's fundamental indicators, such as Bond 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, Aama Equity Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Aama Equity Fund has a Bond Positions Weight of 6.99%. This is much higher than that of the AAMA family and significantly higher than that of the Large Blend category. The bond positions weight for all United States funds is notably lower than that of the firm.
Did you try this?
Run Balance Of Power Now
Balance Of PowerCheck stock momentum by analyzing Balance Of Power indicator and other technical ratios |
| All Next | Launch Module |
Fund Asset Allocation for Aama Equity
The fund consists of 92.02% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Aama Equity'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.
Aama Fundamentals
| Annual Yield | 0.01 % | |||
| Year To Date Return | 5.83 % | |||
| One Year Return | 18.27 % | |||
| Three Year Return | 6.26 % | |||
| Five Year Return | 10.01 % | |||
| Net Asset | 395.1 M | |||
| Minimum Initial Investment | 10 K | |||
| Last Dividend Paid | 0.06 | |||
| Cash Position Weight | 0.99 % | |||
| Equity Positions Weight | 92.02 % | |||
| Bond Positions Weight | 6.99 % |
About Aama Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Aama Equity Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Aama Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Aama Equity Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Aama Equity
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 Aama Equity 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 Aama Equity will appreciate offsetting losses from the drop in the long position's value.Moving together with Aama Mutual Fund
| 0.99 | VTSAX | Vanguard Total Stock | PairCorr |
| 1.0 | VFIAX | Vanguard 500 Index | PairCorr |
| 0.99 | VTSMX | Vanguard Total Stock | PairCorr |
| 0.99 | VITSX | Vanguard Total Stock | PairCorr |
The ability to find closely correlated positions to Aama Equity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aama Equity 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 Aama Equity - 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 Aama Equity Fund to buy it.
The correlation of Aama Equity 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 Aama Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aama Equity Fund 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 Aama Equity 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, which includes a position in Aama Equity Fund. 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 income. Note that the Aama Equity Fund information on this page should be used as a complementary analysis to other Aama Equity'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 Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.