Riskproreg Tactical 0 30 Fund Fundamentals
| PFTEX Fund | USD 10.64 0.01 0.09% |
Riskproreg Tactical 0 30 fundamentals help investors to digest information that contributes to Riskproreg Tactical's financial success or failures. It also enables traders to predict the movement of Riskproreg Mutual Fund. The fundamental analysis module provides a way to measure Riskproreg Tactical'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 Riskproreg Tactical mutual fund.
Riskproreg |
Riskproreg Tactical 0 30 Mutual Fund Year To Date Return Analysis
Riskproreg Tactical'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 Riskproreg Tactical Year To Date Return | 17.18 % |
Most of Riskproreg Tactical'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, Riskproreg Tactical 0 30 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.
| Competition |
Based on the company's disclosures, Riskproreg Tactical 0 30 has a Year To Date Return of 17.1825%. This is much higher than that of the The Pacific Financial Group family and significantly higher than that of the Tactical Allocation category. The year to date return for all United States funds is notably lower than that of the firm.
Riskproreg Tactical Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Riskproreg Tactical's current stock value. Our valuation model uses many indicators to compare Riskproreg Tactical value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Riskproreg Tactical competition to find correlations between indicators driving Riskproreg Tactical's intrinsic value. More Info.Riskproreg Tactical 0 30 is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 1.11 of One Year Return per Year To Date 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 Riskproreg Tactical's earnings, one of the primary drivers of an investment's value.Riskproreg Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Riskproreg Tactical'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 Riskproreg Tactical could also be used in its relative valuation, which is a method of valuing Riskproreg Tactical by comparing valuation metrics of similar companies.Riskproreg Tactical is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Riskproreg Tactical
The fund invests 57.67% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (24.41%) , cash (17.08%) and various exotic instruments.Asset allocation divides Riskproreg Tactical'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.
Riskproreg Fundamentals
| Year To Date Return | 17.18 % | ||||
| One Year Return | 19.03 % | ||||
| Three Year Return | 5.07 % | ||||
| Five Year Return | 5.83 % | ||||
| Net Asset | 116.89 M | ||||
| Cash Position Weight | 17.08 % | ||||
| Equity Positions Weight | 57.67 % | ||||
| Bond Positions Weight | 24.41 % |
About Riskproreg Tactical Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Riskproreg Tactical 0 30's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Riskproreg Tactical using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Riskproreg Tactical 0 30 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.The fund seeks to achieve its investment objective by investing more than 80 percent of the funds assets, plus any amounts for borrowing, in shares of mutual funds and ETFs managed by Meeder. The Adviser invests in Meeder underlying funds and Other underlying funds that have a maximum exposure of 90 percent in domestic and foreign equity securities of any market capitalization and a minimum exposure of 10 percent to domestic and foreign fixed income securities of any duration or credit quality including high yield bonds .
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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 Riskproreg Mutual Fund
Riskproreg Tactical financial ratios help investors to determine whether Riskproreg 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 Riskproreg with respect to the benefits of owning Riskproreg Tactical security.
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