Active Portfolios Multi Manager Fund Fundamentals
| CTRZX Fund | USD 8.50 0.03 0.35% |
Active Portfolios Multi Manager fundamentals help investors to digest information that contributes to Active Portfolios' financial success or failures. It also enables traders to predict the movement of Active Mutual Fund. The fundamental analysis module provides a way to measure Active Portfolios' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Active Portfolios mutual fund.
Active |
Active Portfolios Multi Manager Mutual Fund Three Year Return Analysis
Active Portfolios' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Active Portfolios Three Year Return | (2.40) % |
Most of Active Portfolios' fundamental indicators, such as Three Year Return, 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, Active Portfolios Multi Manager is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Active Portfolios Multi Manager has a Three Year Return of -2.3958%. This is 116.38% lower than that of the Columbia family and significantly lower than that of the Intermediate Core-Plus Bond category. The three year return for all United States funds is notably higher than that of the company.
Active Portfolios Multi Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Active Portfolios's current stock value. Our valuation model uses many indicators to compare Active Portfolios value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Active Portfolios competition to find correlations between indicators driving Active Portfolios's intrinsic value. More Info.Active Portfolios Multi Manager is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 44.14 of Year To Date Return per Annual Yield. 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 Active Portfolios' earnings, one of the primary drivers of an investment's value.Active Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Active Portfolios' direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Active Portfolios could also be used in its relative valuation, which is a method of valuing Active Portfolios by comparing valuation metrics of similar companies.Active Portfolios is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Active Portfolios
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks, cash and bonds.Asset allocation divides Active Portfolios' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Active Fundamentals
| Total Asset | 10.07 B | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 2.00 % | ||||
| One Year Return | 2.25 % | ||||
| Three Year Return | (2.40) % | ||||
| Five Year Return | 0.04 % | ||||
| Net Asset | 7.93 B | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 11.19 % | ||||
| Equity Positions Weight | 0.02 % | ||||
| Bond Positions Weight | 10.30 % |
About Active Portfolios Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Active Portfolios Multi Manager's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Active Portfolios using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Active Portfolios Multi Manager based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal market conditions, the fund invests at least 80 percent of its net assets in bonds and other debt securities, including debt securities issued by the U.S. government, its agencies, instrumentalities or sponsored corporations, debt securities issued by corporations, mortgage- and other asset-backed securities, dollar-denominated securities issued by foreign governments, companies or other entities, bank loans and other obligations.
Also Currently Popular
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 Active Mutual Fund
Active Portfolios financial ratios help investors to determine whether Active 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 Active with respect to the benefits of owning Active Portfolios security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |