Alm Classic Ra Fund Bond Positions Weight
| 0P00000PWH | EUR 374.34 0.00 0.00% |
ALM Classic RA fundamentals help investors to digest information that contributes to ALM Classic's financial success or failures. It also enables traders to predict the movement of ALM Fund. The fundamental analysis module provides a way to measure ALM Classic'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 ALM Classic fund.
ALM |
ALM Classic RA Fund Bond Positions Weight Analysis
ALM Classic's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current ALM Classic Bond Positions Weight | 38.28 % |
Most of ALM Classic's fundamental indicators, such as Bond Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, ALM Classic RA is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
| Competition |
In accordance with the recently published financial statements, ALM Classic RA has a Bond Positions Weight of 38.28%. This is much higher than that of the AG2R La Mondiale Gestion d'Actifs family and significantly higher than that of the EUR Cautious Allocation category. The bond positions weight for all Germany funds is notably lower than that of the firm.
Did you try this?
Run Content Syndication Now
Content SyndicationQuickly integrate customizable finance content to your own investment portal |
| All Next | Launch Module |
Fund Asset Allocation for ALM Classic
The fund invests 27.91% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (38.28%) , cash (26.41%) and various exotic instruments.Asset allocation divides ALM Classic'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.
ALM Fundamentals
| Total Asset | 1.3 B | |||
| One Year Return | (2.22) % | |||
| Three Year Return | 0.49 % | |||
| Five Year Return | 0.84 % | |||
| Ten Year Return | 3.28 % | |||
| Net Asset | 1.3 B | |||
| Minimum Initial Investment | 1 | |||
| Cash Position Weight | 26.41 % | |||
| Equity Positions Weight | 27.91 % | |||
| Bond Positions Weight | 38.28 % |
About ALM Classic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze ALM Classic RA's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of ALM Classic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of ALM Classic RA based on its fundamental data. In general, a quantitative approach, as applied to this 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.
Currently Active Assets on Macroaxis
Other Information on Investing in ALM Fund
ALM Classic financial ratios help investors to determine whether ALM 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 ALM with respect to the benefits of owning ALM Classic security.
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Bonds Directory Find actively traded corporate debentures issued by US companies |