Alphacentric Municipal Opportunities Fund Fundamentals
Alphacentric Municipal Opportunities fundamentals help investors to digest information that contributes to Alphacentric Municipal's financial success or failures. It also enables traders to predict the movement of Alphacentric Mutual Fund. The fundamental analysis module provides a way to measure Alphacentric Municipal'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 Alphacentric Municipal mutual fund.
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Alphacentric Municipal Opportunities Mutual Fund Year To Date Return Analysis
Alphacentric Municipal's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Alphacentric Municipal Year To Date Return | 5.28 % |
Most of Alphacentric Municipal's fundamental indicators, such as Year To Date 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, Alphacentric Municipal Opportunities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionBased on the company's disclosures, Alphacentric Municipal Opportunities has a Year To Date Return of 5.283%. This is much higher than that of the AlphaCentric Funds family and significantly higher than that of the High Yield Muni category. The year to date return for all United States funds is notably lower than that of the firm.
Alphacentric Municipal Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Alphacentric Municipal's current stock value. Our valuation model uses many indicators to compare Alphacentric Municipal value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Alphacentric Municipal competition to find correlations between indicators driving Alphacentric Municipal's intrinsic value. More Info.Alphacentric Municipal Opportunities is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 3,108 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 Alphacentric Municipal's earnings, one of the primary drivers of an investment's value.Alphacentric Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Alphacentric Municipal's direct or indirect competition against its Year To Date 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 Alphacentric Municipal could also be used in its relative valuation, which is a method of valuing Alphacentric Municipal by comparing valuation metrics of similar companies.Alphacentric Municipal is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Alphacentric Municipal
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks and bonds.Asset allocation divides Alphacentric Municipal'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.
Alphacentric Fundamentals
| Total Asset | 430 K | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 5.28 % | |||
| One Year Return | 2.52 % | |||
| Three Year Return | (5.08) % | |||
| Net Asset | 9.78 M | |||
| Last Dividend Paid | 0.03 | |||
| Cash Position Weight | (1.10) % | |||
| Equity Positions Weight | 0.15 % | |||
| Bond Positions Weight | 5.88 % |
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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
Other Consideration for investing in Alphacentric Mutual Fund
If you are still planning to invest in Alphacentric Municipal 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 Alphacentric Municipal's history and understand the potential risks before investing.
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