Short Intermediate Minimum Initial Investment vs. Ten Year Return
| FOSPX Fund | USD 9.04 0.05 0.55% |
For Short Intermediate profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Short Intermediate to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Short Intermediate Bond Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Short Intermediate's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Short Intermediate Bond Fund over time as well as its relative position and ranking within its peers.
Short |
Short Intermediate Bond Ten Year Return vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Short Intermediate's current stock value. Our valuation model uses many indicators to compare Short Intermediate value to that of its competitors to determine the firm's financial worth. Short Intermediate Bond Fund is one of the top funds in minimum initial investment among similar funds. It also is one of the top funds in ten year return among similar funds . The ratio of Minimum Initial Investment to Ten Year Return for Short Intermediate Bond Fund is about 2,040,816 . 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 Short Intermediate's earnings, one of the primary drivers of an investment's value.Short Ten Year Return vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Short Intermediate |
| = | 5 M |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Short Intermediate |
| = | 2.45 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Short Ten Year Return Comparison
Short Intermediate is currently under evaluation in ten year return among similar funds.
Short Intermediate Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Short Intermediate, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Short Intermediate will eventually generate negative long term returns. The profitability progress is the general direction of Short Intermediate's change in net profit over the period of time. It can combine multiple indicators of Short Intermediate, 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.
Under normal market conditions, the Advisor intends to invest primarily all, but must invest at least 80, of its net assets, plus any borrowing for investment purposes, in fixed income securities. The fund invests primarily in debt securities rated within the four highest credit categories by at least one nationally recognized statistical rating organization, or if unrated, deemed to be of comparable quality by the funds sub-adviser, First National Fund Advisers.
Short Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Short Intermediate. 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 Short Intermediate 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 Short Intermediate's important profitability drivers and their relationship over time.
Use Short Intermediate 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 Short Intermediate 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 Short Intermediate will appreciate offsetting losses from the drop in the long position's value.Short Intermediate Pair Trading
Short Intermediate Bond Fund Pair Trading Analysis
The ability to find closely correlated positions to Short Intermediate could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Short Intermediate 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 Short Intermediate - 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 Short Intermediate Bond Fund to buy it.
The correlation of Short Intermediate 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 Short Intermediate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Short Intermediate Bond 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 Short Intermediate 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 Short Intermediate position
In addition to having Short Intermediate 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 Large & Mid Caps ETFs Thematic Idea Now
Large & Mid Caps ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Large & Mid Caps ETFs theme has 41 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 Large & Mid Caps ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Short Mutual Fund
To fully project Short Intermediate's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Short Intermediate Bond 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 Short Intermediate's income statement, its balance sheet, and the statement of cash flows.
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