Toews Unconstrained Income Fund Quote
| TUIFX Fund | USD 9.19 0.01 0.11% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Toews Unconstrained is trading at 9.19 as of the 15th of May 2024; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 9.18. Toews Unconstrained has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Toews Unconstrained Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of February 2024 and ending today, the 15th of May 2024. Click here to learn more.
The fund invests in ETFs and open-end investment companies total return swaps and credit default swaps that use high yield debt instruments or high yield indexes as reference assets U.S. or foreign fixed-income securities and structured notes preferred stocks and mortgage-related fixed income instruments of varying maturities.. More on Toews Unconstrained Income
Moving together with Toews Mutual Fund
| 0.8 | TTDAX | Toews Tactical Defensive | PairCorr |
| 0.82 | BSIKX | Blackrock Strategic | PairCorr |
Toews Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Toews Unconstrained's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Toews Unconstrained or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Toews Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Toews Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 29th of August 2022 |
| Fiscal Year End | April |
Toews Unconstrained Income [TUIFX] is traded in USA and was established 15th of May 2024. Toews Unconstrained is listed under Toews Funds category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Toews Funds family. This fund at this time has accumulated 53.08 M in assets with minimum initial investment of 10 K. Toews Unconstrained is currently producing year-to-date (YTD) return of 0.51% with the current yeild of 0.04%, while the total return for the last 3 years was -0.37%.
Check Toews Unconstrained Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Toews Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Toews Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Toews Unconstrained Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Toews Unconstrained Income Mutual Fund Constituents
| ACYIX | High Yield Fund R5 | Mutual Fund | High Yield Bond |
| JHYIX | Aberdeen Global High | Mutual Fund | High Yield Bond |
| MHYIX | Mainstay High Yield | Mutual Fund | High Yield Bond |
| BHYIX | Blackrock High Yield | Mutual Fund | High Yield Bond |
| HIGFX | American High Income | Mutual Fund | High Yield Bond |
| KHYIX | Deutsche High Income | Mutual Fund | High Yield Bond |
| FJSYX | Nuveen High Income | Mutual Fund | High Yield Bond |
Toews Unconstrained Target Price Odds Analysis
Based on a normal probability distribution, the odds of Toews Unconstrained jumping above the current price in 90 days from now is about 19.33%. The Toews Unconstrained Income probability density function shows the probability of Toews Unconstrained mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Toews Unconstrained has a beta of 0.1309. This usually implies as returns on the market go up, Toews Unconstrained average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Toews Unconstrained Income will be expected to be much smaller as well. Additionally, toews Unconstrained Income has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Toews Unconstrained to move above the current price in 90 days from now is about 19.33 (This Toews Unconstrained Income probability density function shows the probability of Toews Mutual Fund to fall within a particular range of prices over 90 days) .
Toews Unconstrained Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Toews Unconstrained market risk premium is the additional return an investor will receive from holding Toews Unconstrained 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 Toews Unconstrained. 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 Toews Unconstrained's alpha and beta are two of the key measurements used to evaluate Toews Unconstrained's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.1099 | |||
| Semi Deviation | 0.1337 | |||
| Standard Deviation | 0.1576 | |||
| Variance | 0.0248 |
Toews Unconstrained Against Markets
Picking the right benchmark for Toews Unconstrained mutual fund 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 Toews Unconstrained mutual fund 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 Toews Unconstrained is critical whether you are bullish or bearish towards Toews Unconstrained Income at a given time. Please also check how Toews Unconstrained's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Toews Unconstrained without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Toews Mutual Fund?
Before investing in Toews Unconstrained, 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 Toews Unconstrained. To buy Toews Unconstrained fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Toews Unconstrained. 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 Toews Unconstrained fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Toews Unconstrained Income fund 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 Toews Unconstrained Income fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Toews Unconstrained 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 fund 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.
Already Invested in Toews Unconstrained Income?
The danger of trading Toews Unconstrained Income is mainly related to its market volatility and Mutual Fund 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 Toews Unconstrained 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 Toews Unconstrained. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Toews Unconstrained 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.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Toews Unconstrained Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Toews Unconstrained information on this page should be used as a complementary analysis to other Toews Unconstrained's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.