Spectrum Advisors Preferred Fund Fundamentals
| SAPEX Fund | USD 16.76 0.03 0.18% |
Spectrum Advisors Preferred fundamentals help investors to digest information that contributes to Spectrum Advisors' financial success or failures. It also enables traders to predict the movement of Spectrum Mutual Fund. The fundamental analysis module provides a way to measure Spectrum Advisors' 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 Spectrum Advisors mutual fund.
Spectrum |
Spectrum Advisors Preferred Mutual Fund Annual Yield Analysis
Spectrum Advisors' 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 Spectrum Advisors Annual Yield | 0.01 % |
Most of Spectrum Advisors' 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, Spectrum Advisors Preferred 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, Spectrum Advisors Preferred has an Annual Yield of 0.0088%. This is much higher than that of the Advisors Preferred family and significantly higher than that of the Tactical Allocation category. The annual yield for all United States funds is notably lower than that of the firm.
Spectrum Advisors Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Spectrum Advisors's current stock value. Our valuation model uses many indicators to compare Spectrum Advisors value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Spectrum Advisors competition to find correlations between indicators driving Spectrum Advisors's intrinsic value. More Info.Spectrum Advisors Preferred is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 45.61 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Spectrum Advisors by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Spectrum Advisors' 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 Spectrum Advisors' earnings, one of the primary drivers of an investment's value.Spectrum Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Spectrum Advisors' 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 Spectrum Advisors could also be used in its relative valuation, which is a method of valuing Spectrum Advisors by comparing valuation metrics of similar companies.Spectrum Advisors is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Spectrum Advisors
.Asset allocation divides Spectrum Advisors' 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.
Spectrum Fundamentals
| Annual Yield | 0.01 % | |||
| Year To Date Return | 0.40 % | |||
| One Year Return | 10.00 % | |||
| Three Year Return | (8.22) % | |||
| Five Year Return | 3.40 % | |||
| Net Asset | 7.51 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.25 | |||
| Cash Position Weight | 48.90 % | |||
| Equity Positions Weight | 0.50 % | |||
| Bond Positions Weight | 16.37 % |
About Spectrum Advisors Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Spectrum Advisors Preferred's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Spectrum Advisors using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Spectrum Advisors Preferred 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.The funds adviser delegates execution of its investment strategy to a sub-adviser. The sub-adviser seeks to fulfill the funds investment objective by using proprietary signals to evaluate general equity market conditions. The sub-adviser focuses on equities, and may employ leverage in especially favorable conditions. In unfavorable conditions, the sub-adviser emphasizes capital preservation by decreasing equity exposure and increasing the funds allocation to cash equivalents, fixed income securities, reducing leverage, and hedging depending on the environment.
Currently Active Assets on Macroaxis
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Spectrum Advisors Preferred. 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 income. Note that the Spectrum Advisors information on this page should be used as a complementary analysis to other Spectrum Advisors' 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 Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.