Strategic Allocation: Mutual Fund Money Managers
| TWSMX Fund | USD 6.89 0.03 0.44% |
Break down of Strategic Allocation:'s management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Strategic Allocation:'s future under-performance.
Strategic |
| Symbol | TWSMX |
| Name | Strategic Allocation Moderate |
| Type | Mutual Fund |
| Country | United States |
| Exchange | NMFQS |
Information on Strategic Allocation Moderate Leadership is currently not available.
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Strategic Allocation: Net Asset Comparison
Strategic Allocation Moderate is rated second largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 7.57 Billion. Strategic Allocation: holds roughly 741.86 Million in net asset claiming about 10% of funds in Allocation--50% to 70% Equity category.
Strategic Allocation: Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Strategic Allocation: Price Series Summation is a cross summation of Strategic Allocation: price series and its benchmark/peer.
About Strategic Allocation: Management Performance
The success or failure of an entity such as Strategic Allocation: often depends on how effective the management is. Strategic Allocation: management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Strategic management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Strategic management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The funds asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 64 percent of its assets in stocks, 32 percent of its assets in bonds, and 4 percent of its assets in cash equivalents. The fund also invests in a variety of debt securities payable in U.S. and foreign currencies. It may invest in any type of U.S. or foreign equity security that meets certain fundamental and technical standards. The fund may invest up to 10 percent of its assets in below investment-grade securities.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Strategic Allocation: Annual Yield
In accordance with the recently published financial statements, Strategic Allocation Moderate has an Annual Yield of 0.0205%. This is 97.41% lower than that of the American Century Investments family and significantly higher than that of the Allocation--50% to 70% Equity category. The annual yield for all United States funds is notably lower than that of the firm.
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.Other Information on Investing in Strategic Mutual Fund
Strategic Allocation: financial ratios help investors to determine whether Strategic Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Strategic with respect to the benefits of owning Strategic Allocation: security.
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