Total Return Financials
MBFAX Fund | USD 11.22 0.07 0.62% |
Total |
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.
Total Return Fund Summary
Total Return competes with Wells Fargo, Wells Fargo, Wells Fargo, Wells Fargo, and Wells Fargo. The fund normally invests at least 80 percent of its net assets in bonds at least 80 percent of the funds total assets in investment-grade debt securities up to 25 percent of its total assets in asset-backed securities, other than mortgage-backed securities and up to 20 percent of the funds total assets in U.S. dollar-denominated debt securities of foreign issuers. It is a feeder fund that invests substantially all of its assets in the Core Bond Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.Specialization | Intermediate Core Bond, Large |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
ISIN | US94975J6313 |
Business Address | Allspring Funds Trust |
Mutual Fund Family | Allspring Global Investments |
Mutual Fund Category | Intermediate Core Bond |
Benchmark | Dow Jones Industrial |
Phone | 800 222 8222 |
Currency | USD - US Dollar |
Total Return Key Financial Ratios
Total Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Total Return's current stock value. Our valuation model uses many indicators to compare Total Return value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Total Return competition to find correlations between indicators driving Total Return's intrinsic value. More Info.Total Return Bond is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 504.02 of Year To Date Return per Annual Yield. 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 Total Return's earnings, one of the primary drivers of an investment's value.Total Return Bond Systematic Risk
Total Return's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Total Return volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Total Return Bond correlated with the market. If Beta is less than 0 Total Return generally moves in the opposite direction as compared to the market. If Total Return Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Total Return Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Total Return is generally in the same direction as the market. If Beta > 1 Total Return moves generally in the same direction as, but more than the movement of the benchmark.
Total Return December 20, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Total Return help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Total Return Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Total Return Bond based on widely used predictive technical indicators. In general, we focus on analyzing Total Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Total Return's daily price indicators and compare them against related drivers.
Information Ratio | (0.30) | |||
Maximum Drawdown | 1.33 | |||
Value At Risk | (0.62) | |||
Potential Upside | 0.4378 |
Other Information on Investing in Total Mutual Fund
Total Return financial ratios help investors to determine whether Total 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 Total with respect to the benefits of owning Total Return security.
Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
Share Portfolio Track or share privately all of your investments from the convenience of any device |