Moderately Servative Balanced Fund Fundamentals
| SMACX Fund | USD 11.62 0.03 0.26% |
Moderately Servative Balanced fundamentals help investors to digest information that contributes to Moderately Conservative's financial success or failures. It also enables traders to predict the movement of Moderately Mutual Fund. The fundamental analysis module provides a way to measure Moderately Conservative's 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 Moderately Conservative mutual fund.
Moderately |
Moderately Servative Balanced Mutual Fund Annual Yield Analysis
Moderately Conservative'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.
Current Moderately Conservative Annual Yield | 0.01 % |
Most of Moderately Conservative'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, Moderately Servative Balanced 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, Moderately Servative Balanced has an Annual Yield of 0.0079%. This is much higher than that of the Saratoga family and significantly higher than that of the Allocation--50% to 70% Equity category. The annual yield for all United States funds is notably lower than that of the firm.
Moderately Conservative Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Moderately Conservative's current stock value. Our valuation model uses many indicators to compare Moderately Conservative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Moderately Conservative competition to find correlations between indicators driving Moderately Conservative's intrinsic value. More Info.Moderately Servative Balanced is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 1,748 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 Moderately Conservative's earnings, one of the primary drivers of an investment's value.Moderately Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Moderately Conservative's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Moderately Conservative could also be used in its relative valuation, which is a method of valuing Moderately Conservative by comparing valuation metrics of similar companies.Moderately Servative is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Moderately Conservative
The fund invests 50.23% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (4.17%) , cash (17.47%) and various exotic instruments.Asset allocation divides Moderately Conservative's 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.
Moderately Fundamentals
| Total Asset | 657.85 K | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 13.81 % | ||||
| One Year Return | 19.13 % | ||||
| Three Year Return | 5.54 % | ||||
| Five Year Return | 7.44 % | ||||
| Net Asset | 882.33 K | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 17.47 % | ||||
| Equity Positions Weight | 50.23 % | ||||
| Bond Positions Weight | 4.17 % |
About Moderately Conservative Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Moderately Servative Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Moderately Conservative using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Moderately Servative Balanced 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.The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.
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 Moderately Mutual Fund
Moderately Conservative financial ratios help investors to determine whether Moderately 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 Moderately with respect to the benefits of owning Moderately Conservative security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |