Bts Managed Income Fund Annual Yield
| BTSIX Fund | USD 9.41 0.04 0.43% |
Bts Managed Income fundamentals help investors to digest information that contributes to Bts Managed's financial success or failures. It also enables traders to predict the movement of Bts Mutual Fund. The fundamental analysis module provides a way to measure Bts 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 Bts Managed mutual fund.
Bts |
Bts Managed Income Mutual Fund Annual Yield Analysis
Bts Managed's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Bts Managed Annual Yield | 0.03 % |
Most of Bts Managed's fundamental indicators, such as Annual Yield, 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, Bts Managed Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Bts Managed Income has an Annual Yield of 0.0254%. This is much higher than that of the BTS family and significantly higher than that of the Nontraditional Bond category. The annual yield for all United States funds is notably lower than that of the firm.
Bts Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Bts Managed's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Bts Managed could also be used in its relative valuation, which is a method of valuing Bts Managed by comparing valuation metrics of similar companies.Bts Managed is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Bts Managed
The fund consists of 84.85% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Bts 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.
Bts Fundamentals
| Total Asset | 18.27 M | |||
| Annual Yield | 0.03 % | |||
| Year To Date Return | 0.93 % | |||
| One Year Return | 4.53 % | |||
| Three Year Return | (2.32) % | |||
| Five Year Return | 0.72 % | |||
| Net Asset | 18.92 M | |||
| Minimum Initial Investment | 100 K | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 3.65 % | |||
| Equity Positions Weight | 2.97 % | |||
| Bond Positions Weight | 84.85 % |
About Bts Managed Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Bts Managed Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Bts Managed using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Bts Managed Income 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 Bts Managed 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, Bts Managed's short interest history, or implied volatility extrapolated from Bts Managed options trading.
Pair Trading with Bts 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 Bts 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 Bts Managed will appreciate offsetting losses from the drop in the long position's value.Moving together with Bts Mutual Fund
| 0.76 | BSIKX | Blackrock Strategic | PairCorr |
| 0.68 | BSICX | Blackrock Strategic Opps | PairCorr |
| 0.76 | BSIIX | Blackrock Strategic | PairCorr |
The ability to find closely correlated positions to Bts Managed could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Bts Managed 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 Bts Managed - 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 Bts Managed Income to buy it.
The correlation of Bts Managed 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 Bts Managed moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bts Managed Income 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 Bts Managed 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 Bts Managed Income. 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 gross domestic product. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.