Aama Income Fund Minimum Initial Investment
| AMFIX Fund | USD 23.52 0.03 0.13% |
Aama Income Fund fundamentals help investors to digest information that contributes to Aama Income's financial success or failures. It also enables traders to predict the movement of Aama Mutual Fund. The fundamental analysis module provides a way to measure Aama Income's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Aama Income mutual fund.
Aama |
Aama Income Fund Mutual Fund Minimum Initial Investment Analysis
Aama Income's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Aama Income Minimum Initial Investment | 10 K |
Most of Aama Income's fundamental indicators, such as Minimum Initial Investment, 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, Aama Income Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
| Competition |
Based on the recorded statements, Aama Income Fund has a Minimum Initial Investment of 10 K. This is much higher than that of the AAMA family and significantly higher than that of the Intermediate Core-Plus Bond category. The minimum initial investment for all United States funds is notably lower than that of the firm.
Aama Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Aama Income's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Aama Income could also be used in its relative valuation, which is a method of valuing Aama Income by comparing valuation metrics of similar companies.Aama Income is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for Aama Income
The fund consists of 91.28% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Aama Income'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.
Aama Fundamentals
| Annual Yield | 0.0005 % | ||||
| Year To Date Return | 0.02 % | ||||
| One Year Return | 1.92 % | ||||
| Three Year Return | (1.21) % | ||||
| Five Year Return | (0.01) % | ||||
| Net Asset | 142.62 M | ||||
| Minimum Initial Investment | 10 K | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 8.72 % | ||||
| Bond Positions Weight | 91.28 % |
About Aama Income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Aama Income Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Aama Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Aama Income Fund 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.
Pair Trading with Aama Income
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 Aama Income 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 Aama Income will appreciate offsetting losses from the drop in the long position's value.Moving together with Aama Mutual Fund
| 0.65 | MWTNX | Metropolitan West Total | PairCorr |
| 0.86 | PTTPX | Pimco Total Return | PairCorr |
Moving against Aama Mutual Fund
| 0.51 | UIPIX | Ultrashort Mid Cap Steady Growth | PairCorr |
The ability to find closely correlated positions to Aama Income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aama Income 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 Aama Income - 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 Aama Income Fund to buy it.
The correlation of Aama Income 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 Aama Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aama Me Fund 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 Aama Income 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.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Aama Income Fund. 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 gross domestic product. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.