Catalystsmh Total Return Fund Minimum Initial Investment
| TRIFX Fund | USD 4.66 0.01 0.22% |
Catalystsmh Total Return fundamentals help investors to digest information that contributes to Catalyst/smh Total's financial success or failures. It also enables traders to predict the movement of Catalyst/smh Mutual Fund. The fundamental analysis module provides a way to measure Catalyst/smh Total'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 Catalyst/smh Total mutual fund.
Catalyst/smh |
Catalystsmh Total Return Mutual Fund Minimum Initial Investment Analysis
Catalyst/smh Total's 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.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
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 against random trades that may negatively affect fund strategy.
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Based on the recorded statements, Catalystsmh Total Return has a Minimum Initial Investment of 0.0. This indicator is about the same for the Catalyst Mutual Funds average (which is currently at 0.0) family and about the same as Allocation--30% to 50% Equity (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Catalyst/smh Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Catalyst/smh Total's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Catalyst/smh Total could also be used in its relative valuation, which is a method of valuing Catalyst/smh Total by comparing valuation metrics of similar companies.Catalystsmh Total is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for Catalyst/smh Total
The fund invests 45.71% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (3.1%) and various exotic instruments (51.19%).Asset allocation divides Catalyst/smh Total'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.
Catalyst/smh Fundamentals
| Price To Earning | 13.10 X | ||||
| Price To Book | 1.10 X | ||||
| Price To Sales | 2.94 X | ||||
| Total Asset | 2.54 M | ||||
| Annual Yield | 0.06 % | ||||
| Year To Date Return | 0.64 % | ||||
| One Year Return | 13.27 % | ||||
| Three Year Return | 2.53 % | ||||
| Five Year Return | 6.82 % | ||||
| Ten Year Return | 1.68 % | ||||
| Net Asset | 13.2 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 3.10 % | ||||
| Equity Positions Weight | 45.71 % |
About Catalyst/smh Total Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Catalystsmh Total Return's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Catalyst/smh Total using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Catalystsmh Total Return 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 Catalyst/smh Total 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, Catalyst/smh Total's short interest history, or implied volatility extrapolated from Catalyst/smh Total options trading.
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Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Catalystsmh Total Return. 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 census. Note that the Catalystsmh Total Return information on this page should be used as a complementary analysis to other Catalyst/smh Total'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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.