Floating Rate Financial Statements From 2010 to 2024

LRRTX Fund  USD 8.19  0.00  0.00%   
Floating Rate financial statements provide useful quarterly and yearly information to potential Floating Rate Fund investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Floating Rate financial statements helps investors assess Floating Rate's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Floating Rate's valuation are summarized below:
Floating Rate Fund does not presently have any fundamental signals for analysis.
Check Floating Rate financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Floating Rate's main balance sheet or income statement drivers, such as , as well as many indicators such as . Floating financial statements analysis is a perfect complement when working with Floating Rate Valuation or Volatility modules.
  
This module can also supplement various Floating Rate Technical models . Check out the analysis of Floating Rate Correlation against competitors.

Floating Rate Fund Mutual Fund Annual Yield Analysis

Floating Rate's 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.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Floating Rate Annual Yield

    
  0.09 %  
Most of Floating Rate's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Floating Rate Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Competition

In accordance with the recently published financial statements, Floating Rate Fund has an Annual Yield of 0.0856%. This is much higher than that of the Lord Abbett family and significantly higher than that of the Bank Loan category. The annual yield for all United States funds is notably lower than that of the firm.

Floating Rate Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Floating Rate's current stock value. Our valuation model uses many indicators to compare Floating Rate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Floating Rate competition to find correlations between indicators driving Floating Rate's intrinsic value. More Info.
Floating Rate Fund is number one fund in price to sales among similar funds. It also is number one fund in annual yield among similar funds fabricating about  0.14  of Annual Yield per Price To Sales. The ratio of Price To Sales to Annual Yield for Floating Rate Fund is roughly  7.36 . 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 Floating Rate's earnings, one of the primary drivers of an investment's value.

About Floating Rate Financial Statements

Floating Rate investors use historical fundamental indicators, such as Floating Rate's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Floating Rate. Please read more on our technical analysis and fundamental analysis pages.
Under normal conditions, the fund pursues its investment objective by investing at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in floating or adjustable rate instruments and derivatives and other instruments that effectively enable the fund to achieve a floating rate of income. It may invest up to 20 percent of its net assets in other types of debt securities and short-term instruments.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Floating Mutual Fund

Floating Rate financial ratios help investors to determine whether Floating Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Floating with respect to the benefits of owning Floating Rate security.
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