Hanlon Managed Income Fund Fundamentals
Hanlon Managed Income fundamentals help investors to digest information that contributes to Hanlon Managed's financial success or failures. It also enables traders to predict the movement of Hanlon Mutual Fund. The fundamental analysis module provides a way to measure Hanlon 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 Hanlon Managed mutual fund.
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Hanlon Managed Income Mutual Fund One Year Return Analysis
Hanlon Managed's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Hanlon Managed One Year Return | (4.98) % |
Most of Hanlon Managed's fundamental indicators, such as One Year Return, 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, Hanlon Managed Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Hanlon Managed Income has an One Year Return of -4.98%. This is much lower than that of the Hanlon family and significantly lower than that of the High Yield Bond category. The one year return for all United States funds is notably higher than that of the company.
Hanlon Managed Me Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Hanlon Managed's current stock value. Our valuation model uses many indicators to compare Hanlon Managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hanlon Managed competition to find correlations between indicators driving Hanlon Managed's intrinsic value. More Info.Hanlon Managed Income is one of the top funds in price to earning among similar funds. It is one of the top funds in price to sales among similar funds fabricating about 0.16 of Price To Sales per Price To Earning. The ratio of Price To Earning to Price To Sales for Hanlon Managed Income is roughly 6.07 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Hanlon Managed by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Hanlon Managed'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 Hanlon Managed's earnings, one of the primary drivers of an investment's value.Hanlon One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Hanlon Managed's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Hanlon Managed could also be used in its relative valuation, which is a method of valuing Hanlon Managed by comparing valuation metrics of similar companies.Hanlon Managed is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Hanlon Managed
The fund consists of 82.45% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Hanlon 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.
Hanlon Fundamentals
| Price To Earning | 21.35 X | |||
| Price To Sales | 3.52 X | |||
| Total Asset | 77.95 M | |||
| One Year Return | (4.98) % | |||
| Three Year Return | (2.58) % | |||
| Net Asset | 77.95 M | |||
| Minimum Initial Investment | 2.5 K | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 7.31 % | |||
| Equity Positions Weight | 1.02 % | |||
| Bond Positions Weight | 82.45 % |
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Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios. 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 main economic indicators. Note that the Hanlon Managed Me information on this page should be used as a complementary analysis to other Hanlon Managed'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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Other Consideration for investing in Hanlon Mutual Fund
If you are still planning to invest in Hanlon Managed Me check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Hanlon Managed's history and understand the potential risks before investing.
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