Bny Mellon Sustainable Fund Fundamentals
Bny Mellon Sustainable fundamentals help investors to digest information that contributes to Bny Mellon's financial success or failures. It also enables traders to predict the movement of Bny Mutual Fund. The fundamental analysis module provides a way to measure Bny Mellon'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 Bny Mellon mutual fund.
Bny |
Bny Mellon Sustainable Mutual Fund Cash Position Weight Analysis
Bny Mellon's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Bny Mellon Cash Position Weight | 5.57 % |
Most of Bny Mellon's fundamental indicators, such as Cash Position 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, Bny Mellon Sustainable is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Bny Mellon Sustainable has 5.57% in Cash Position Weight. This is much higher than that of the BNY Mellon family and significantly higher than that of the Allocation--50% to 70% Equity category. The cash position weight for all United States funds is notably lower than that of the firm.
Bny Mellon Sustainable Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Bny Mellon's current stock value. Our valuation model uses many indicators to compare Bny Mellon value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Bny Mellon competition to find correlations between indicators driving Bny Mellon's intrinsic value. More Info.Bny Mellon Sustainable is one of the top funds in one year return among similar funds. It also is one of the top funds in net asset among similar funds making up about 1,189,762 of Net Asset per One Year Return. 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 Bny Mellon's earnings, one of the primary drivers of an investment's value.Bny Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Bny Mellon's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Bny Mellon could also be used in its relative valuation, which is a method of valuing Bny Mellon by comparing valuation metrics of similar companies.Bny Mellon is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Bny Mellon
The fund invests 57.2% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (2.26%) , cash (5.57%) and various exotic instruments.Asset allocation divides Bny Mellon'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.
Bny Fundamentals
| Total Asset | 13.48 M | |||
| One Year Return | 11.33 % | |||
| Net Asset | 13.48 M | |||
| Last Dividend Paid | 0.23 | |||
| Cash Position Weight | 5.57 % | |||
| Equity Positions Weight | 57.20 % | |||
| Bond Positions Weight | 2.26 % |
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.| BTC | Bitcoin | |
| TRX | TRON | |
| BNB | Binance Coin |
Check out Investing Opportunities 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 state. 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 Bny Mutual Fund
If you are still planning to invest in Bny Mellon Sustainable 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 Bny Mellon's history and understand the potential risks before investing.
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |