Strategic Income Portfolio Fund Fundamentals
Strategic Income Portfolio fundamentals help investors to digest information that contributes to Strategic Income's financial success or failures. It also enables traders to predict the movement of Strategic Mutual Fund. The fundamental analysis module provides a way to measure Strategic Income'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 Strategic Income mutual fund.
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Strategic Income Portfolio Mutual Fund Three Year Return Analysis
Strategic Income'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 Strategic Income Three Year Return | 1.65 % |
Most of Strategic Income'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, Strategic Income Portfolio 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.
CompetitionBased on the latest financial disclosure, Strategic Income Portfolio has a Three Year Return of 1.65%. This is much higher than that of the Morgan Stanley 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.
Strategic Income Por Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Strategic Income's current stock value. Our valuation model uses many indicators to compare Strategic Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Strategic Income competition to find correlations between indicators driving Strategic Income's intrinsic value. More Info.Strategic Income Portfolio is number one fund in one year return among similar funds. It also is number one fund in three year return among similar funds . 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 Strategic Income's earnings, one of the primary drivers of an investment's value.Strategic Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Strategic Income'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 Strategic Income could also be used in its relative valuation, which is a method of valuing Strategic Income by comparing valuation metrics of similar companies.Strategic Income is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Strategic Income
The fund consists of 89.15% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Strategic Income'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.
Strategic Fundamentals
| Total Asset | 27.54 M | |||
| One Year Return | (2.99) % | |||
| Three Year Return | 1.65 % | |||
| Five Year Return | 2.10 % | |||
| Net Asset | 27.54 M | |||
| Minimum Initial Investment | 10 M | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | 4.41 % | |||
| Bond Positions Weight | 89.15 % |
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 Correlation Analysis 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 main economic indicators. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
Other Consideration for investing in Strategic Mutual Fund
If you are still planning to invest in Strategic Income Por 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 Strategic Income's history and understand the potential risks before investing.
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| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |