Moderately Servative Balanced Fund Bond Positions Weight
| SBCCX Fund | USD 11.63 0.04 0.35% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Moderately Conservative's long-term financial health and intrinsic value.
Moderately |
Moderately Servative Balanced Mutual Fund Bond Positions Weight Analysis
Moderately Conservative's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Moderately Conservative Bond Positions Weight | 4.17 % |
Most of Moderately Conservative'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, Moderately Servative Balanced 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.
| Competition |
In accordance with the recently published financial statements, Moderately Servative Balanced has a Bond Positions Weight of 4.17%. This is much higher than that of the Saratoga family and significantly higher than that of the Allocation--50% to 70% Equity category. The bond positions weight for all United States funds is notably lower than that of the firm.
Moderately Bond Positions Weight 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 Bond Positions Weight 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 bond positions weight 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 | 649.69 K | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 6.96 % | ||||
| One Year Return | 12.89 % | ||||
| Three Year Return | 8.30 % | ||||
| Five Year Return | 6.97 % | ||||
| Net Asset | 882.33 K | ||||
| 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.
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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.
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