Moderate Balanced Allocation Fund Five Year Return
| SMPAX Fund | USD 12.59 0.03 0.24% |
Moderate Balanced Allocation fundamentals help investors to digest information that contributes to Moderate Balanced's financial success or failures. It also enables traders to predict the movement of Moderate Mutual Fund. The fundamental analysis module provides a way to measure Moderate Balanced'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 Moderate Balanced mutual fund.
Moderate |
Moderate Balanced Allocation Mutual Fund Five Year Return Analysis
Moderate Balanced's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Moderate Balanced Five Year Return | 7.69 % |
Most of Moderate Balanced's fundamental indicators, such as Five 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, Moderate Balanced Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Moderate Balanced Allocation has a Five Year Return of 7.6899%. This is much higher than that of the Saratoga family and significantly higher than that of the Allocation--50% to 70% Equity category. The five year return for all United States funds is notably lower than that of the firm.
Moderate Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Moderate Balanced's direct or indirect competition against its Five 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 Moderate Balanced could also be used in its relative valuation, which is a method of valuing Moderate Balanced by comparing valuation metrics of similar companies.Moderate Balanced is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Moderate Balanced
The fund invests 58.45% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (23.12%) , cash (17.0%) and various exotic instruments.Asset allocation divides Moderate Balanced'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.
Moderate Fundamentals
| Total Asset | 1.75 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 14.04 % | |||
| One Year Return | 19.47 % | |||
| Three Year Return | 5.44 % | |||
| Five Year Return | 7.69 % | |||
| Net Asset | 1.18 M | |||
| Minimum Initial Investment | 2.5 K | |||
| Last Dividend Paid | 0.05 | |||
| Cash Position Weight | 17.00 % | |||
| Equity Positions Weight | 58.45 % | |||
| Bond Positions Weight | 23.12 % |
About Moderate Balanced Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Moderate Balanced Allocation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Moderate Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Moderate Balanced Allocation 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 Moderate Mutual Fund
Moderate Balanced financial ratios help investors to determine whether Moderate 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 Moderate with respect to the benefits of owning Moderate Balanced security.
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