Fpa Flexible Bond Positions Weight vs. Annual Yield

FPFIX Fund  USD 10.16  0.01  0.1%   
Based on the measurements of profitability obtained from Fpa Flexible's financial statements, Fpa Flexible Fixed 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 Fpa Flexible's ability to earn profits and add value for shareholders.
For Fpa Flexible profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fpa Flexible to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fpa Flexible Fixed utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fpa Flexible's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fpa Flexible Fixed 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 Fpa Flexible's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fpa Flexible is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fpa Flexible'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.

Fpa Flexible Fixed Annual Yield vs. Bond Positions Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Fpa Flexible's current stock value. Our valuation model uses many indicators to compare Fpa Flexible value to that of its competitors to determine the firm's financial worth.
Fpa Flexible Fixed is rated # 2 fund in bond positions weight among similar funds. It also is rated # 2 fund in annual yield among similar funds . The ratio of Bond Positions Weight to Annual Yield for Fpa Flexible Fixed is about  79,500 . 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 Fpa Flexible's earnings, one of the primary drivers of an investment's value.

Fpa Annual Yield vs. Bond Positions Weight

Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

Fpa Flexible

Bond Percentage

 = 

% of Bonds

in the fund

 = 
87.45 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Fpa Flexible

Yield

 = 

Income from Security

Current Share Price

 = 
0 %
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.

Fpa Annual Yield Comparison

Fpa Flexible is one of the top funds in annual yield among similar funds.

Fpa Flexible Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Fpa Flexible, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fpa Flexible will eventually generate negative long term returns. The profitability progress is the general direction of Fpa Flexible's change in net profit over the period of time. It can combine multiple indicators of Fpa Flexible, 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.
Under normal circumstances, the fund invests at least 80 percent of the value of its assets in a diversified portfolio of debt instruments. The fund may invest up to 75 percent of its total assets in securities rated less than A by a nationally recognized statistical rating organization .

Fpa Profitability Driver Comparison

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

Use Fpa Flexible 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 Fpa Flexible 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 Fpa Flexible will appreciate offsetting losses from the drop in the long position's value.

Fpa Flexible Pair Trading

Fpa Flexible Fixed Pair Trading Analysis

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

In addition to having Fpa Flexible 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 Plastics Thematic Idea Now

Plastics
Plastics Theme
Companies manufacturing rubber and plastics accessories. The Plastics theme has 43 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 Plastics Theme or any other thematic opportunities.
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Other Information on Investing in Fpa Mutual Fund

To fully project Fpa Flexible's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fpa Flexible Fixed 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 Fpa Flexible's income statement, its balance sheet, and the statement of cash flows.
Potential Fpa Flexible investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Fpa Flexible investors may work on each financial statement separately, they are all related. The changes in Fpa Flexible's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Fpa Flexible'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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