Unconstrained Bond Series Fund Equity Positions Weight
| EXCPX Fund | USD 9.92 0.02 0.20% |
Unconstrained Bond Series fundamentals help investors to digest information that contributes to Unconstrained Bond's financial success or failures. It also enables traders to predict the movement of Unconstrained Mutual Fund. The fundamental analysis module provides a way to measure Unconstrained Bond'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 Unconstrained Bond mutual fund.
Unconstrained |
Unconstrained Bond Series Mutual Fund Equity Positions Weight Analysis
Unconstrained Bond's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Unconstrained Bond Series has an Equity Positions Weight of 0.0%. This indicator is about the same for the Manning & Napier average (which is currently at 0.0) family and about the same as Nontraditional 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).
Unconstrained Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Unconstrained Bond's direct or indirect competition against its Equity Positions 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 Unconstrained Bond could also be used in its relative valuation, which is a method of valuing Unconstrained Bond by comparing valuation metrics of similar companies.Unconstrained Bond is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Unconstrained Bond
The fund consists of 93.78% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Unconstrained Bond'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.
Unconstrained Fundamentals
| Total Asset | 30.29 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 4.43 % | ||||
| One Year Return | 6.53 % | ||||
| Three Year Return | 1.14 % | ||||
| Five Year Return | 2.80 % | ||||
| Ten Year Return | 3.56 % | ||||
| Net Asset | 818.85 M | ||||
| Minimum Initial Investment | 2 K | ||||
| Last Dividend Paid | 0.07 | ||||
| Cash Position Weight | 2.50 % | ||||
| Bond Positions Weight | 93.78 % |
About Unconstrained Bond Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Unconstrained Bond Series's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Unconstrained Bond using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Unconstrained Bond Series 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.
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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.Other Information on Investing in Unconstrained Mutual Fund
Unconstrained Bond financial ratios help investors to determine whether Unconstrained 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 Unconstrained with respect to the benefits of owning Unconstrained Bond security.
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