Moderate Duration Fund Current Valuation
Valuation analysis of Moderate Duration helps investors to measure Moderate Duration's intrinsic value by examining its available valuation indicators, including the cash flow records, the balance sheet account changes and income statement patterns.
Moderate Duration Fund Mutual Fund Current Valuation Analysis
Moderate Duration's Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
CompetitionIn accordance with the recently published financial statements, Moderate Duration Fund has a Current Valuation of 0.0. This indicator is about the same for the Cavanal Hill funds average (which is currently at 0.0) family and about the same as Short-Term Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Moderate Duration
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Moderate Duration'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.
Moderate Fundamentals
| Total Asset | 20.22 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 4.27 % | |||
| One Year Return | 8.05 % | |||
| Three Year Return | (0.48) % | |||
| Five Year Return | 0.81 % | |||
| Ten Year Return | 3.75 % | |||
| Net Asset | 29.97 M | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 4.43 % | |||
| Bond Positions Weight | 1.17 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
Other Consideration for investing in Moderate Mutual Fund
If you are still planning to invest in Moderate Duration check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Moderate Duration's history and understand the potential risks before investing.
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