Strategic Allocation Financials
| ASTAX Fund | USD 7.71 0.41 5.05% |
Strategic |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Strategic Allocation Fund Summary
Strategic Allocation competes with Mid Cap, Equity Growth, Income Growth, Diversified Bond, and Emerging Markets. The funds asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 79 percent of its assets in stocks, 20 percent of its assets in bonds, and 1 percent of its assets in cash equivalents. The fund also invests in a variety of debt securities payable in U.S. and foreign currencies. It may invest in any type of U.S. or foreign equity security that meets certain fundamental and technical standards. The fund may invest up to 10 percent of its assets in below investment-grade securities.Specialization | Allocation--70% to 85% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | American Century Strategic |
| Mutual Fund Family | American Century Investments |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 2021 |
| Currency | USD - US Dollar |
Strategic Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Strategic Allocation's current stock value. Our valuation model uses many indicators to compare Strategic Allocation value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Strategic Allocation competition to find correlations between indicators driving Strategic Allocation's intrinsic value. More Info.Strategic Allocation Aggressive is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Strategic Allocation Aggressive is roughly 7.54 . 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 Strategic Allocation's earnings, one of the primary drivers of an investment's value.Strategic Allocation Systematic Risk
Strategic Allocation's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Strategic Allocation volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Strategic Allocation correlated with the market. If Beta is less than 0 Strategic Allocation generally moves in the opposite direction as compared to the market. If Strategic Allocation Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Strategic Allocation is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Strategic Allocation is generally in the same direction as the market. If Beta > 1 Strategic Allocation moves generally in the same direction as, but more than the movement of the benchmark.
Strategic Allocation December 21, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Strategic Allocation help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Strategic Allocation Aggressive. We use our internally-developed statistical techniques to arrive at the intrinsic value of Strategic Allocation Aggressive based on widely used predictive technical indicators. In general, we focus on analyzing Strategic Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Strategic Allocation's daily price indicators and compare them against related drivers.
| Information Ratio | (0.14) | |||
| Maximum Drawdown | 3.87 | |||
| Value At Risk | (0.73) | |||
| Potential Upside | 0.7353 |
Other Information on Investing in Strategic Mutual Fund
Strategic Allocation financial ratios help investors to determine whether Strategic 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 Strategic with respect to the benefits of owning Strategic Allocation security.
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