Medium Duration Bond Investor Fund Filter Stocks by Fundamentals
| GMDZX Fund | USD 12.67 0.05 0.39% |
Medium Duration Bond Investor fundamentals help investors to digest information that contributes to Medium Duration's financial success or failures. It also enables traders to predict the movement of Medium Mutual Fund. The fundamental analysis module provides a way to measure Medium Duration'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 Medium Duration mutual fund.
Medium |
Did you try this?
Run Idea Optimizer Now
Idea OptimizerUse advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |
| All Next | Launch Module |
Fund Asset Allocation for Medium Duration
The fund consists of 79.34% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Medium 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.
Medium Fundamentals
| Total Asset | 370.23 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 2.99 % | ||||
| One Year Return | 5.54 % | ||||
| Three Year Return | (2.44) % | ||||
| Five Year Return | (0.18) % | ||||
| Ten Year Return | 4.15 % | ||||
| Net Asset | 2.11 B | ||||
| Minimum Initial Investment | 1 K | ||||
| Cash Position Weight | 16.52 % | ||||
| Bond Positions Weight | 79.34 % |
About Medium Duration Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Medium Duration Bond Investor's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Medium Duration using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Medium Duration Bond Investor 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.
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.Other Information on Investing in Medium Mutual Fund
Medium Duration financial ratios help investors to determine whether Medium 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 Medium with respect to the benefits of owning Medium Duration security.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |