Foundations Dynamic Income Etf Profile
| FDTB Etf | 9.59 0.01 0.10% |
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Foundations Dynamic is trading at 9.59 as of the 8th of May 2024, a 0.10% increase since the beginning of the trading day. The etf's open price was 9.58. Foundations Dynamic has 50 percent odds of going through some form of financial distress in the next two years and has generated negative returns to investors over the last 90 days. Equity ratings for Foundations Dynamic Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of April 2024 and ending today, the 8th of May 2024. Click here to learn more.
Foundations Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Foundations Dynamic's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Foundations Dynamic or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Debt ETFs, Broad Market ETFs (View all Sectors) |
| Issuer | Regents Park Funds |
| Inception Date | 2023-10-02 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 8.63 Million |
| Asset Type | Fixed Income |
| Category | Broad Debt |
| Focus | Broad Market |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Ultimus Fund Solutions, LLC |
| Advisor | Regents Park Funds, LLC |
| Custodian | Brown Brothers Harriman & Co. |
| Distributor | Northern Lights Distributors, LLC |
| Portfolio Manager | Darren Leavitt |
| Transfer Agent | Brown Brothers Harriman & Co. |
| Fiscal Year End | 31-Jul |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 10.0 |
| Market Maker | GTS |
| Total Expense | 0.79 |
| Management Fee | 0.79 |
| Country Name | USA |
| Code | FDTB |
| Updated At | 6th of May 2024 |
| Name | Foundations Dynamic Income ETF |
| Currency Name | US Dollar |
| Currency Code | USD |
| Open Figi | BBG01HSD9XR1 |
| Type | ETF |
Foundations Dynamic Income [FDTB] is traded in USA and was established null. The fund is not classified under any group at this time. The fund currently have in assets under management (AUM).
Check Foundations Dynamic Probability Of Bankruptcy
Foundations Dynamic Currency Exposure
Foundations Dynamic Income holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Foundations Dynamic will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Foundations Dynamic Income.
Foundations Dynamic Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Foundations Dynamic market risk premium is the additional return an investor will receive from holding Foundations Dynamic long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Foundations Dynamic. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Foundations Dynamic's alpha and beta are two of the key measurements used to evaluate Foundations Dynamic's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | (0.09) | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.09) | |||
| Treynor Ratio | (0.33) |
Foundations Dynamic Against Markets
Picking the right benchmark for Foundations Dynamic etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Foundations Dynamic etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Foundations Dynamic is critical whether you are bullish or bearish towards Foundations Dynamic Income at a given time. Please also check how Foundations Dynamic's historical prices are related to one of the top price index indicators.
Be your own money manager
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How to buy Foundations Etf?
Before investing in Foundations Dynamic, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Foundations Dynamic. To buy Foundations Dynamic etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Foundations Dynamic. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Foundations Dynamic etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Foundations Dynamic Income etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Foundations Dynamic Income etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Foundations Dynamic Income, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Foundations Etf please use our How to Invest in Foundations Dynamic guide.
Already Invested in Foundations Dynamic Income?
The danger of trading Foundations Dynamic Income is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Foundations Dynamic is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Foundations Dynamic. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Foundations Dynamic is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Foundations Dynamic offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Foundations Dynamic's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Foundations Dynamic Income Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Foundations Dynamic Income Etf: Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Foundations Dynamic Income. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
The market value of Foundations Dynamic is measured differently than its book value, which is the value of Foundations that is recorded on the company's balance sheet. Investors also form their own opinion of Foundations Dynamic's value that differs from its market value or its book value, called intrinsic value, which is Foundations Dynamic's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Foundations Dynamic's market value can be influenced by many factors that don't directly affect Foundations Dynamic's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Foundations Dynamic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Foundations Dynamic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Foundations Dynamic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.