Babson Capital Fundamental Relationships

The Drivers Module shows relationships between Babson Capital's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Babson Capital European Loan A USD over time as well as its relative position and ranking within its peers. See also Risk vs Return Analysis.

Babson Capital European Bond Positions Weight vs. Minimum Initial Investment Fundamental Analysis

Babson Capital European Loan A USD is currently considered the top fund in minimum initial investment among similar funds. It is currently considered the top fund in bond positions weight among similar funds . The ratio of Minimum Initial Investment to Bond Positions Weight for Babson Capital European Loan A USD is about  104,531 
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.
Babson Capital 
Minimum Initial Investment 
=  
First Fund Deposit 
=
6.88M
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.
Babson Capital 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
65.77%
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

Babson Capital Bond Positions Weight Comparison

Babson Capital Fundamental Comparison

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