RiskPro Dynamic Selected Fundamentals

PFJDX -- USA Fund  

USD 10.30  0.04  0.39%

RiskPro Dynamic fundamental analysis lookup allows you to check this and other indicators for RiskPro Dynamic 20 30 Fund Cl or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please check also Equity Screeners to view more equity screening tools

RiskPro Dynamic Minimum Initial Investment Analysis

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.
Minimum Initial Investment 
=  
First Fund Deposit 
More About Minimum Initial Investment | All Equity Analysis
RiskPro Dynamic Minimum Initial Investment  =
K
RiskPro Dynamic ValuationFundamentalsBuy or Sell

About Minimum Initial Investment

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 from random trades that may negatively affect fund strategy.
Compare to competition
Based on recorded statements RiskPro Dynamic 20 30 Fund Cl has Minimum Initial Investment of 1 K. This is much higher than that of the Category family, and significantly higher than that of Family category, The Minimum Initial Investment for all funds is notably lower than the firm.

RiskPro Dynamic 20 Fundamental Drivers Relationships

RiskPro Dynamic 20 30 Fund Cl is rated below average in bond positions weight among similar funds. It is rated top fund in cash position weight among similar funds creating about  0.57  of Cash Position Weight per Bond Positions Weight. The ratio of Bond Positions Weight to Cash Position Weight for RiskPro Dynamic 20 30 Fund Cl is roughly  1.76 

RiskPro Dynamic Cash Position Weight Peer Comparison

  Cash Position Weight 
      RiskPro Dynamic Comparables 
RiskPro Dynamic is currently under evaluation in cash position weight among similar funds.

Fund Instrument Allocation for RiskPro Dynamic

The fund invests 48.31% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (32.78%) , cash (18.64%) and various exotic instruments.
 Value 
      Instrument Type 

RiskPro Dynamic current financial ratios



 
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