Multi Manager Bond Positions Weight vs. Equity Positions Weight
| NMHYX Fund | USD 8.54 0.01 0.12% |
For Multi Manager profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Multi Manager to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Multi Manager High Yield utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Multi Manager's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Multi Manager High Yield over time as well as its relative position and ranking within its peers.
Multi |
Multi Manager High Equity Positions Weight vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Multi Manager's current stock value. Our valuation model uses many indicators to compare Multi Manager value to that of its competitors to determine the firm's financial worth. Multi Manager High Yield is number one fund in bond positions weight among similar funds. It also is number one fund in equity positions weight among similar funds making about 0.04 of Equity Positions Weight per Bond Positions Weight. The ratio of Bond Positions Weight to Equity Positions Weight for Multi Manager High Yield is roughly 22.61 . 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 Multi Manager's earnings, one of the primary drivers of an investment's value.Multi Equity Positions Weight vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Multi Manager |
| = | 94.97 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Multi Manager |
| = | 4.20 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Multi Equity Positions Weight Comparison
Multi Manager is currently under evaluation in equity positions weight among similar funds.
Multi Manager Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Multi Manager, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Multi Manager will eventually generate negative long term returns. The profitability progress is the general direction of Multi Manager's change in net profit over the period of time. It can combine multiple indicators of Multi Manager, 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 at least 80 percent of its net assets in bonds and other fixed-income securities that are rated below investment grade . The adviser utilizes a multi-manager approach whereby the funds assets are allocated to one or more sub-advisers, in percentages determined at the discretion of the funds investment adviser. Although the fund primarily invests in the debt obligations of domestic issuers, it may invest in debt obligations of foreign issuers.
Multi Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Multi Manager. 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 Multi Manager 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 Multi Manager's important profitability drivers and their relationship over time.
Use Multi Manager 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 Multi Manager 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 Multi Manager will appreciate offsetting losses from the drop in the long position's value.Multi Manager Pair Trading
Multi Manager High Yield Pair Trading Analysis
The ability to find closely correlated positions to Multi Manager could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Multi Manager 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 Multi Manager - 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 Multi Manager High Yield to buy it.
The correlation of Multi Manager 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 Multi Manager moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Multi Manager High 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 Multi Manager 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 Multi Manager position
In addition to having Multi Manager 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 Corporate ETFs Thematic Idea Now
Corporate ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Corporate ETFs theme has 223 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 Corporate ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Multi Mutual Fund
To fully project Multi Manager's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Multi Manager High 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 Multi Manager's income statement, its balance sheet, and the statement of cash flows.
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