Rivernorthoaktree High Income Fund Bond Positions Weight
| RNHIX Fund | USD 8.81 0.01 0.11% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Rivernorthoaktree's long-term financial health and intrinsic value.
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Rivernorthoaktree High Income Mutual Fund Bond Positions Weight Analysis
Rivernorthoaktree's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Rivernorthoaktree Bond Positions Weight | 79.34 % |
Most of Rivernorthoaktree's fundamental indicators, such as Bond Positions Weight, 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, Rivernorthoaktree High Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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In accordance with the recently published financial statements, Rivernorthoaktree High Income has a Bond Positions Weight of 79%. This is much higher than that of the RiverNorth Funds family and significantly higher than that of the High Yield Bond category. The bond positions weight for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Rivernorthoaktree
The fund consists of 79.34% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Rivernorthoaktree'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.
Rivernorthoaktree Fundamentals
| Price To Earning | 12.14 X | ||||
| Price To Book | 0.91 X | ||||
| Price To Sales | 3.22 X | ||||
| Total Asset | 51.11 M | ||||
| Annual Yield | 0.07 % | ||||
| Year To Date Return | 4.33 % | ||||
| One Year Return | 7.54 % | ||||
| Three Year Return | 7.55 % | ||||
| Five Year Return | 5.12 % | ||||
| Net Asset | 54.91 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 16.20 % | ||||
| Equity Positions Weight | 0.08 % | ||||
| Bond Positions Weight | 79.34 % |
About Rivernorthoaktree Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Rivernorthoaktree High Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Rivernorthoaktree using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Rivernorthoaktree High Income 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.
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Rivernorthoaktree financial ratios help investors to determine whether Rivernorthoaktree 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 Rivernorthoaktree with respect to the benefits of owning Rivernorthoaktree security.
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