Balanced Strategy Fund Bond Positions Weight
| RBLUX Fund | USD 10.16 0.08 0.79% |
Balanced Strategy Fund fundamentals help investors to digest information that contributes to Balanced Strategy's financial success or failures. It also enables traders to predict the movement of Balanced Mutual Fund. The fundamental analysis module provides a way to measure Balanced Strategy'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 Balanced Strategy mutual fund.
Balanced |
Balanced Strategy Fund Mutual Fund Bond Positions Weight Analysis
Balanced Strategy's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Balanced Strategy Bond Positions Weight | 9.95 % |
Most of Balanced Strategy's fundamental indicators, such as Bond Positions Weight, 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, Balanced Strategy Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Balanced Strategy Fund has a Bond Positions Weight of 9.95%. This is 49.82% lower than that of the Russell family and significantly higher than that of the Allocation--50% to 70% Equity category. The bond positions weight for all United States funds is notably lower than that of the firm.
Balanced Bond Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Balanced Strategy'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 Balanced Strategy could also be used in its relative valuation, which is a method of valuing Balanced Strategy by comparing valuation metrics of similar companies.Balanced Strategy is currently under evaluation in bond positions weight among similar funds.
Fund Asset Allocation for Balanced Strategy
The fund invests 61.66% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (9.95%) , cash (8.95%) and various exotic instruments.Asset allocation divides Balanced Strategy'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.
Balanced Fundamentals
| Price To Earning | 15.50 X | ||||
| Price To Book | 1.61 X | ||||
| Price To Sales | 1.15 X | ||||
| Total Asset | 781.63 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 0.50 % | ||||
| One Year Return | 8.60 % | ||||
| Three Year Return | 0.64 % | ||||
| Five Year Return | 3.76 % | ||||
| Ten Year Return | 5.03 % | ||||
| Net Asset | 1.79 B | ||||
| Last Dividend Paid | 0.08 | ||||
| Cash Position Weight | 8.95 % | ||||
| Equity Positions Weight | 61.66 % | ||||
| Bond Positions Weight | 9.95 % |
About Balanced Strategy Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Balanced Strategy Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Balanced Strategy using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Balanced Strategy 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.
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 Balanced Strategy 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, Balanced Strategy's short interest history, or implied volatility extrapolated from Balanced Strategy options trading.
Currently Active Assets on Macroaxis
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Balanced Strategy Fund. 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 employment. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.