Federated Floating Equity Positions Weight vs. One Year Return
| FRSAX Fund | USD 8.68 0.01 0.12% |
For Federated Floating profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Federated Floating to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Federated Floating Rate utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Federated Floating's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Federated Floating Rate over time as well as its relative position and ranking within its peers.
Federated |
Federated Floating Rate One Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Federated Floating's current stock value. Our valuation model uses many indicators to compare Federated Floating value to that of its competitors to determine the firm's financial worth. Federated Floating Rate is rated # 2 fund in equity positions weight among similar funds. It also is rated # 2 fund in one year return among similar funds reporting about 48.10 of One Year Return per Equity Positions Weight. 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 Floating's earnings, one of the primary drivers of an investment's value.Federated One Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Federated Floating |
| = | 0.16 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Federated Floating |
| = | 7.70 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Federated One Year Return Comparison
Federated Floating is one of the top funds in one year return among similar funds.
Federated Floating Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Federated Floating, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Federated Floating will eventually generate negative long term returns. The profitability progress is the general direction of Federated Floating's change in net profit over the period of time. It can combine multiple indicators of Federated Floating, 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 pursues its investment objective by allocating its portfolio of investments among the following three categories of the fixed-income market domestic investment-grade domestic noninvestment-grade , and foreign . Under normal market conditions it will endeavor to maintain an average effective portfolio duration within a range of negative two to positive three years, in order to manage Share price volatility due to interest rate risk.
Federated Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Federated Floating. 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 Floating 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 Floating's important profitability drivers and their relationship over time.
Use Federated Floating 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 Floating 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 Floating will appreciate offsetting losses from the drop in the long position's value.Federated Floating Pair Trading
Federated Floating Rate Pair Trading Analysis
The ability to find closely correlated positions to Federated Floating 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 Floating 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 Floating - 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 Floating Rate to buy it.
The correlation of Federated Floating 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 Floating moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Federated Floating Rate 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 Floating 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 Federated Floating position
In addition to having Federated Floating 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 Aggressive Funds Thematic Idea Now
Aggressive Funds
Funds or Etfs that attempt to achieve high capital gains by investing in companies with high growth potential and above average risk. The Aggressive Funds 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 Aggressive Funds Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Federated Mutual Fund
To fully project Federated Floating's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Federated Floating Rate 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 Floating's income statement, its balance sheet, and the statement of cash flows.
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |