Wellington Fundamental Relationships

F00000MQVQ -- Ireland Fund  

USD 16.00  0.12  0.74%

The Drivers Module shows relationships between Wellington's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Wellington US Core HY Bd USD S Acc over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

Wellington US Core Bond Positions Weight vs. Minimum Initial Investment Fundamental Analysis

Wellington US Core HY Bd USD S Acc is one of the top funds in minimum initial investment among similar funds. It is one of the top funds in bond positions weight among similar funds . The ratio of Minimum Initial Investment to Bond Positions Weight for Wellington US Core HY Bd USD S Acc is about  56,205 
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.
Wellington 
Minimum Initial Investment 
=  
First Fund Deposit 
=
5 M
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.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Wellington 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
88.96 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

Wellington US Core Bond Positions Weight Comparison

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Thematic Ideas
Explore Investing Ideas  
Search macroaxis.com