The Arbitrage Fund Bond Positions Weight

ARBFX Fund  USD 12.81  0.02  0.16%   
The Arbitrage Fund fundamentals help investors to digest information that contributes to The Arbitrage's financial success or failures. It also enables traders to predict the movement of The Mutual Fund. The fundamental analysis module provides a way to measure The Arbitrage'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 The Arbitrage mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

The Bond Positions Weight Analysis

The Arbitrage's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

Bond Percentage

 = 

% of Bonds

in the fund

More About Bond Positions Weight | All Equity Analysis
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Competition

The Arbitrage Bond Positions Weight Component Assessment

In accordance with the recently published financial statements, The Arbitrage Fund has a Bond Positions Weight of 0.0%. This indicator is about the same for the Arbitrage Fund average (which is currently at 0.0) family and about the same as Event Driven (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).

The Bond Positions Weight Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses The Arbitrage's direct or indirect competition against its Bond 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 The Arbitrage could also be used in its relative valuation, which is a method of valuing The Arbitrage by comparing valuation metrics of similar companies.
Arbitrage Fund is fifth largest fund in bond positions weight among similar funds.

Fund Asset Allocation for The Arbitrage

The fund consists of 83.31% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Asset allocation divides The Arbitrage'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.

The Fundamentals

About The Arbitrage Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze The Arbitrage Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of The Arbitrage using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of The Arbitrage 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.
The fund will invest at least 80 percent of its net assets in equity securities of companies that are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. Equity securities include common and preferred stock. Merger arbitrage is a highly specialized investment approach designed to profit from the successful completion of mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations.
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 The Arbitrage 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, The Arbitrage's short interest history, or implied volatility extrapolated from The Arbitrage options trading.

Pair Trading with The Arbitrage

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 The Arbitrage 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 The Arbitrage will appreciate offsetting losses from the drop in the long position's value.

Moving together with The Mutual Fund

  0.83USG USCF Gold Strategy Symbol ChangePairCorr
  0.92ARBNX The Arbitrage FundPairCorr
The ability to find closely correlated positions to The Arbitrage could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace The Arbitrage 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 The Arbitrage - 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 The Arbitrage Fund to buy it.
The correlation of The Arbitrage 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 The Arbitrage moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if The Arbitrage 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 The Arbitrage 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.
Pair CorrelationCorrelation Matching
Check out The Arbitrage Piotroski F Score and The Arbitrage Altman Z Score analysis.
Note that the The Arbitrage Fund information on this page should be used as a complementary analysis to other The Arbitrage'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 Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

Complementary Tools for The Mutual Fund analysis

When running The Arbitrage's price analysis, check to measure The Arbitrage's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy The Arbitrage is operating at the current time. Most of The Arbitrage's value examination focuses on studying past and present price action to predict the probability of The Arbitrage's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move The Arbitrage's price. Additionally, you may evaluate how the addition of The Arbitrage to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between The Arbitrage's value and its price as these two are different measures arrived at by different means. Investors typically determine if The Arbitrage is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, The Arbitrage's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.