Nuveen Short Five Year Return vs. Bond Positions Weight
| FALTX Fund | USD 10.34 0.00 0.00% |
For Nuveen Short profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Nuveen Short to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Nuveen Short Term utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Nuveen Short's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Nuveen Short Term over time as well as its relative position and ranking within its peers.
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Nuveen Short Term Bond Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Nuveen Short's current stock value. Our valuation model uses many indicators to compare Nuveen Short value to that of its competitors to determine the firm's financial worth. Nuveen Short Term is rated below average in five year return among similar funds. It is one of the top funds in bond positions weight among similar funds creating about 7,225 of Bond Positions Weight per Five Year 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 Nuveen Short's earnings, one of the primary drivers of an investment's value.Nuveen Bond Positions Weight vs. Five Year Return
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.
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| = | 0.01 % |
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.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Nuveen Short |
| = | 97.54 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Nuveen Short Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Nuveen Short, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Nuveen Short will eventually generate negative long term returns. The profitability progress is the general direction of Nuveen Short's change in net profit over the period of time. It can combine multiple indicators of Nuveen Short, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The investment seeks to provide investors with current income while maintaining a high degree of principal stability. The fund normally invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in bonds, such as U.S. government securities, which are securities issued or guaranteed by the U.S. government or its agencies or instrumentalities residential and commercial mortgage-backed securities asset-backed securities corporate debt obligations, including obligations issued by special-purpose entities that are backed by corporate debt obligations and municipal securities.
Nuveen Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Nuveen Short. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Nuveen Short position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Nuveen Short's important profitability drivers and their relationship over time.
Use Nuveen Short in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Nuveen Short position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Nuveen Short will appreciate offsetting losses from the drop in the long position's value.Nuveen Short Pair Trading
Nuveen Short Term Pair Trading Analysis
The ability to find closely correlated positions to Nuveen Short could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Nuveen Short when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Nuveen Short - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Nuveen Short Term to buy it.
The correlation of Nuveen Short is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Nuveen Short moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Nuveen Short Term moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Nuveen Short can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Nuveen Short position
In addition to having Nuveen Short in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Drugs Thematic Idea Now
Drugs
Companies involved in medical and pharmaceutical drug research, manufacturing, and delivery. The Drugs theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Drugs Theme or any other thematic opportunities.
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Other Information on Investing in Nuveen Mutual Fund
To fully project Nuveen Short's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Nuveen Short Term at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Nuveen Short's income statement, its balance sheet, and the statement of cash flows.
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