Federated Institutional Ten Year Return vs. Equity Positions Weight

FIHLX Fund  USD 8.97  0.01  0.11%   
Taking into consideration Federated Institutional's profitability measurements, Federated Institutional High may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Federated Institutional's ability to earn profits and add value for shareholders.
For Federated Institutional profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Federated Institutional to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Federated Institutional High utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Federated Institutional's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Federated Institutional High over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Federated Institutional's value and its price as these two are different measures arrived at by different means. Investors typically determine if Federated Institutional is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Federated Institutional's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Federated Institutional Equity Positions Weight vs. Ten Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Federated Institutional's current stock value. Our valuation model uses many indicators to compare Federated Institutional value to that of its competitors to determine the firm's financial worth.
Federated Institutional High is one of the top funds in ten year return among similar funds. It also is one of the top funds in equity positions weight among similar funds making about  0.08  of Equity Positions Weight per Ten Year Return. The ratio of Ten Year Return to Equity Positions Weight for Federated Institutional High is roughly  12.92 . 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 Federated Institutional's earnings, one of the primary drivers of an investment's value.

FEDERATED Equity Positions Weight vs. Ten Year Return

Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Federated Institutional

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
6.85 %
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Federated Institutional

Stock Percentage

 = 

% of Equities

in the fund

 = 
0.53 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

FEDERATED Equity Positions Weight Comparison

Federated Institutional is currently under evaluation in equity positions weight among similar funds.

Federated Institutional Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Federated Institutional, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Federated Institutional will eventually generate negative long term returns. The profitability progress is the general direction of Federated Institutional's change in net profit over the period of time. It can combine multiple indicators of Federated Institutional, 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 fund invests primarily in a diversified portfolio of high yield corporate bonds , which include debt securities issued by U.S. or foreign businesses . Federated Institutional is traded on NASDAQ Exchange in the United States.

FEDERATED Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Federated Institutional. 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 Federated Institutional 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 Federated Institutional's important profitability drivers and their relationship over time.

Use Federated Institutional 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 Federated Institutional 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 Federated Institutional will appreciate offsetting losses from the drop in the long position's value.

Federated Institutional Pair Trading

Federated Institutional High Pair Trading Analysis

The ability to find closely correlated positions to Federated Institutional could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Federated Institutional 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 Federated Institutional - 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 Federated Institutional High to buy it.
The correlation of Federated Institutional 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 Federated Institutional moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Federated Institutional 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 Federated Institutional 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Federated Institutional position

In addition to having Federated Institutional 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.

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Run Investing Thematic Idea Now

Investing
Investing Theme
Companies involved in money management and investment banking services. The Investing theme has 42 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 Investing Theme or any other thematic opportunities.
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Other Information on Investing in FEDERATED Mutual Fund

To fully project Federated Institutional's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Federated Institutional 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 Federated Institutional's income statement, its balance sheet, and the statement of cash flows.
Potential Federated Institutional investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Federated Institutional investors may work on each financial statement separately, they are all related. The changes in Federated Institutional's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Federated Institutional's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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