Boyd Watterson Limited Fund Fundamentals
| BWDTX Fund | USD 9.98 0.01 0.10% |
Boyd Watterson Limited fundamentals help investors to digest information that contributes to Boyd Watterson's financial success or failures. It also enables traders to predict the movement of Boyd Mutual Fund. The fundamental analysis module provides a way to measure Boyd Watterson'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 Boyd Watterson mutual fund.
Boyd |
Boyd Watterson Limited Mutual Fund Three Year Return Analysis
Boyd Watterson's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Boyd Watterson Three Year Return | 4.46 % |
Most of Boyd Watterson's fundamental indicators, such as Three Year Return, 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, Boyd Watterson Limited is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Boyd Watterson Limited has a Three Year Return of 4.4556%. This is much higher than that of the Boyd Watterson family and significantly higher than that of the Multisector Bond category. The three year return for all United States funds is notably lower than that of the firm.
Boyd Watterson Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Boyd Watterson's current stock value. Our valuation model uses many indicators to compare Boyd Watterson value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Boyd Watterson competition to find correlations between indicators driving Boyd Watterson's intrinsic value. More Info.Boyd Watterson Limited is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 1,395 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 Boyd Watterson's earnings, one of the primary drivers of an investment's value.Boyd Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Boyd Watterson's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Boyd Watterson could also be used in its relative valuation, which is a method of valuing Boyd Watterson by comparing valuation metrics of similar companies.Boyd Watterson is rated below average in three year return among similar funds.
Fund Asset Allocation for Boyd Watterson
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 Boyd Watterson'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.
Boyd Fundamentals
| Total Asset | 311.4 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 6.83 % | ||||
| One Year Return | 7.83 % | ||||
| Three Year Return | 4.46 % | ||||
| Five Year Return | 4.02 % | ||||
| Net Asset | 379.39 M | ||||
| Last Dividend Paid | 0.07 | ||||
| Cash Position Weight | 6.47 % | ||||
| Bond Positions Weight | 8.20 % |
About Boyd Watterson Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Boyd Watterson Limited's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Boyd Watterson using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Boyd Watterson Limited based on its fundamental data. In general, a quantitative approach, as applied to this mutual 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.The fund invests a majority of its assets in investments in domestic, and U.S. dollar denominated foreign, income-producing securities. These securities are below investment-grade and investment grade fixed income securities, asset-backed securities, hybrid corporate securities that combine equity and debt characteristics such as preferred stocks, bank loans, and U.S. government securities, and equity securities.
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Boyd Watterson financial ratios help investors to determine whether Boyd 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 Boyd with respect to the benefits of owning Boyd Watterson security.
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