Anchor Risk Managed Fund Fundamentals
| ATEAX Fund | USD 14.20 0.02 0.14% |
Anchor Risk Managed fundamentals help investors to digest information that contributes to Anchor Risk's financial success or failures. It also enables traders to predict the movement of Anchor Mutual Fund. The fundamental analysis module provides a way to measure Anchor Risk'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 Anchor Risk mutual fund.
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Anchor Risk Managed Mutual Fund Minimum Initial Investment Analysis
Anchor Risk'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 Anchor Risk Minimum Initial Investment | 1 K |
Most of Anchor Risk'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, Anchor Risk Managed 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.
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Based on the recorded statements, Anchor Risk Managed has a Minimum Initial Investment of 1 K. This is much higher than that of the Anchor family and significantly higher than that of the Long-Short Equity category. The minimum initial investment for all United States funds is notably lower than that of the firm.
Anchor Risk Managed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Anchor Risk's current stock value. Our valuation model uses many indicators to compare Anchor Risk value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Anchor Risk competition to find correlations between indicators driving Anchor Risk's intrinsic value. More Info.Anchor Risk Managed is third largest fund in annual yield among similar funds. It is second largest fund in one year return among similar funds reporting about 780.65 of One Year Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Anchor Risk by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Anchor Risk's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Anchor Risk's earnings, one of the primary drivers of an investment's value.Did you try this?
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Fund Asset Allocation for Anchor Risk
The fund invests 56.3% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (43.7%) .Asset allocation divides Anchor Risk'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.
Anchor Fundamentals
| Total Asset | 340.83 M | ||||
| Annual Yield | 0.01 % | ||||
| One Year Return | 9.68 % | ||||
| Three Year Return | 8.92 % | ||||
| Net Asset | 333.04 M | ||||
| Minimum Initial Investment | 1 K | ||||
| Cash Position Weight | 43.70 % | ||||
| Equity Positions Weight | 56.30 % |
About Anchor Risk Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Anchor Risk Managed's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Anchor Risk using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Anchor Risk Managed 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.Under normal market conditions, the fund invests, directly or indirectly through unaffiliated exchange traded funds and mutual funds, at least 80 percent of its net assets in long and short positions in equity securities. It may invest in inverse funds linked to equity securities or indices when the adviser believes this strategy will provide an effective hedge to manage risk for the funds equity investments.
Pair Trading with Anchor Risk
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 Anchor Risk 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 Anchor Risk will appreciate offsetting losses from the drop in the long position's value.Moving together with Anchor Mutual Fund
| 0.9 | ATAGX | Anchor Risk Managed | PairCorr |
| 0.91 | ATCAX | Anchor Risk Managed | PairCorr |
| 0.91 | ATCSX | Anchor Tactical Credit | PairCorr |
| 1.0 | ATESX | Anchor Tactical Equity | PairCorr |
The ability to find closely correlated positions to Anchor Risk could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Anchor Risk 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 Anchor Risk - 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 Anchor Risk Managed to buy it.
The correlation of Anchor Risk 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 Anchor Risk moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Anchor Risk Managed 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 Anchor Risk 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 Anchor Risk Managed. 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 nation. Note that the Anchor Risk Managed information on this page should be used as a complementary analysis to other Anchor Risk'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 Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.