Amana Developing World Fund Minimum Initial Investment
| AMIDX Fund | USD 12.80 0.14 1.08% |
Amana Developing World fundamentals help investors to digest information that contributes to Amana Developing's financial success or failures. It also enables traders to predict the movement of Amana Mutual Fund. The fundamental analysis module provides a way to measure Amana Developing'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 Amana Developing mutual fund.
Amana |
Amana Developing World Mutual Fund Minimum Initial Investment Analysis
Amana Developing's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Amana Developing Minimum Initial Investment | 100 K |
Most of Amana Developing's fundamental indicators, such as Minimum Initial Investment, 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, Amana Developing World is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
| Competition |
Amana Developing Minimum Initial Investment Component Assessment
Based on the recorded statements, Amana Developing World has a Minimum Initial Investment of 100 K. This is much higher than that of the Amana family and notably higher than that of the Family category. The minimum initial investment for all United States funds is 89.76% higher than that of the company.
Amana Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Amana Developing's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Amana Developing could also be used in its relative valuation, which is a method of valuing Amana Developing by comparing valuation metrics of similar companies.Amana Developing is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for Amana Developing
The fund consists of 90.06% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Amana Developing'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.
Amana Fundamentals
| Price To Earning | 22.59 X | ||||
| Price To Book | 3.38 X | ||||
| Price To Sales | 2.49 X | ||||
| Total Asset | 60.04 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 3.19 % | ||||
| One Year Return | 9.65 % | ||||
| Three Year Return | (0.03) % | ||||
| Five Year Return | 6.50 % | ||||
| Ten Year Return | (0.08) % | ||||
| Net Asset | 90.45 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Cash Position Weight | 9.94 % | ||||
| Equity Positions Weight | 90.06 % |
About Amana Developing Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Amana Developing World's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Amana Developing using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Amana Developing World 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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Amana Developing in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Amana Developing's short interest history, or implied volatility extrapolated from Amana Developing options trading.
Pair Trading with Amana Developing
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 Amana Developing 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 Amana Developing will appreciate offsetting losses from the drop in the long position's value.Moving together with Amana Mutual Fund
| 1.0 | AMDWX | Amana Developing World | PairCorr |
| 0.92 | AMIGX | Amana Growth | PairCorr |
| 0.98 | AMINX | Amana Me Fund | PairCorr |
| 0.84 | AMIPX | Amana Participation | PairCorr |
Moving against Amana Mutual Fund
| 0.97 | UIPIX | Ultrashort Mid Cap Steady Growth | PairCorr |
| 0.89 | USPSX | Profunds Ultrashort Steady Growth | PairCorr |
| 0.89 | USPIX | Profunds Ultrashort Steady Growth | PairCorr |
The ability to find closely correlated positions to Amana Developing could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Amana Developing 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 Amana Developing - 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 Amana Developing World to buy it.
The correlation of Amana Developing 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 Amana Developing moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Amana Developing World 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 Amana Developing 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 Amana Developing World. 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 Amana Developing World information on this page should be used as a complementary analysis to other Amana Developing'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 FinTech Suite module to use AI to screen and filter profitable investment opportunities.