1290 Gamco Smallmid Fund Year To Date Return

1290 Gamco Smallmid fundamentals help investors to digest information that contributes to 1290 Gamco's financial success or failures. It also enables traders to predict the movement of 1290 Mutual Fund. The fundamental analysis module provides a way to measure 1290 Gamco'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 1290 Gamco mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

1290 Gamco Smallmid Mutual Fund Year To Date Return Analysis

1290 Gamco'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.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current 1290 Gamco Year To Date Return

    
  14.89 %  
Most of 1290 Gamco'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, 1290 Gamco Smallmid 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, 1290 Gamco Smallmid has a Year To Date Return of 14.888%. This is much higher than that of the 1290 Funds family and significantly higher than that of the Small Value category. The year to date return for all United States funds is notably lower than that of the firm.

1290 Year To Date Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses 1290 Gamco'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 1290 Gamco could also be used in its relative valuation, which is a method of valuing 1290 Gamco by comparing valuation metrics of similar companies.
1290 Gamco is currently under evaluation in year to date return among similar funds.

Fund Asset Allocation for 1290 Gamco

The fund consists of 96.2% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides 1290 Gamco'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.

1290 Fundamentals

About 1290 Gamco Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze 1290 Gamco Smallmid's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of 1290 Gamco using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of 1290 Gamco Smallmid 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.
Check out World Market Map 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 various price indices.
You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

Other Tools for 1290 Mutual Fund

When running 1290 Gamco's price analysis, check to measure 1290 Gamco's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy 1290 Gamco is operating at the current time. Most of 1290 Gamco's value examination focuses on studying past and present price action to predict the probability of 1290 Gamco's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move 1290 Gamco's price. Additionally, you may evaluate how the addition of 1290 Gamco to your portfolios can decrease your overall portfolio volatility.
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