Lkcm Fixed One Year Return vs. Bond Positions Weight
| LKFIX Fund | USD 10.48 0.02 0.19% |
For Lkcm Fixed profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Lkcm Fixed to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Lkcm Fixed Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Lkcm Fixed's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Lkcm Fixed Income over time as well as its relative position and ranking within its peers.
Lkcm |
Lkcm Fixed Income Bond Positions Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Lkcm Fixed's current stock value. Our valuation model uses many indicators to compare Lkcm Fixed value to that of its competitors to determine the firm's financial worth. Lkcm Fixed Income is rated fourth overall fund in one year return among similar funds. It is rated second overall fund in bond positions weight among similar funds creating about 17.36 of Bond Positions Weight per One Year Return. 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 Lkcm Fixed's earnings, one of the primary drivers of an investment's value.Lkcm Bond Positions Weight vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Lkcm Fixed |
| = | 5.53 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Lkcm Fixed |
| = | 96.09 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Lkcm Fixed Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Lkcm Fixed, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Lkcm Fixed will eventually generate negative long term returns. The profitability progress is the general direction of Lkcm Fixed's change in net profit over the period of time. It can combine multiple indicators of Lkcm Fixed, 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.
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80 percent of its net assets in a portfolio of investment grade corporate and U.S. government fixed income securities. The funds investments in fixed income securities consist primarily of investment grade corporate fixed income securities and fixed income securities issued or guaranteed by the U.S. government, its agencies or instrumentalities. The fund typically invests in fixed income securities with short- to intermediate-term maturities from one to ten years.
Lkcm Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Lkcm Fixed. 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 Lkcm Fixed 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 Lkcm Fixed's important profitability drivers and their relationship over time.
Use Lkcm Fixed 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 Lkcm Fixed 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 Lkcm Fixed will appreciate offsetting losses from the drop in the long position's value.Lkcm Fixed Pair Trading
Lkcm Fixed Income Pair Trading Analysis
The ability to find closely correlated positions to Lkcm Fixed could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Lkcm Fixed 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 Lkcm Fixed - 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 Lkcm Fixed Income to buy it.
The correlation of Lkcm Fixed 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 Lkcm Fixed moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lkcm Fixed Income 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 Lkcm Fixed 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 Lkcm Fixed position
In addition to having Lkcm Fixed 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 Market Neutral Funds Thematic Idea Now
Market Neutral Funds
Funds or Etfs that invest in both long and short positions of different entities to enhance returns from broad market movements over time. The Market Neutral Funds 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 Market Neutral Funds Theme or any other thematic opportunities.
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Other Information on Investing in Lkcm Mutual Fund
To fully project Lkcm Fixed's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Lkcm Fixed Income 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 Lkcm Fixed's income statement, its balance sheet, and the statement of cash flows.
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