Floating Rate Fund Bond Positions Weight

LFRIX Fund  USD 8.18  0.01  0.12%   
Floating Rate Fund fundamentals help investors to digest information that contributes to Floating Rate's financial success or failures. It also enables traders to predict the movement of Floating Mutual Fund. The fundamental analysis module provides a way to measure Floating Rate'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 Floating Rate mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Floating Bond Positions Weight Analysis

Floating Rate's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

Bond Percentage

 = 

% of Bonds

in the fund

More About Bond Positions Weight | All Equity Analysis

Current Floating Rate Bond Positions Weight

    
  11.69 %  
Most of Floating Rate'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, Floating Rate Fund 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

Floating Rate Bond Positions Weight Component Assessment

In accordance with the recently published financial statements, Floating Rate Fund has a Bond Positions Weight of 11.69%. This is much higher than that of the Lord Abbett family and significantly higher than that of the Bank Loan category. The bond positions weight for all United States funds is notably lower than that of the firm.

Floating Bond Positions Weight Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Floating Rate'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 Floating Rate could also be used in its relative valuation, which is a method of valuing Floating Rate by comparing valuation metrics of similar companies.
Floating Rate is rated third overall fund in bond positions weight among similar funds.

Fund Asset Allocation for Floating Rate

The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks, cash and bonds.
Asset allocation divides Floating Rate'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.

Floating Fundamentals

About Floating Rate Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Floating Rate Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Floating Rate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Floating Rate 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.
Under normal conditions, the fund pursues its investment objective by investing at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in floating or adjustable rate instruments and derivatives and other instruments that effectively enable the fund to achieve a floating rate of income. It may invest up to 20 percent of its net assets in other types of debt securities and short-term instruments.

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Check out Floating Rate Piotroski F Score and Floating Rate Altman Z Score analysis.
You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

Complementary Tools for Floating Mutual Fund analysis

When running Floating Rate's price analysis, check to measure Floating Rate's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Floating Rate is operating at the current time. Most of Floating Rate's value examination focuses on studying past and present price action to predict the probability of Floating Rate's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Floating Rate's price. Additionally, you may evaluate how the addition of Floating Rate to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Floating Rate's value and its price as these two are different measures arrived at by different means. Investors typically determine if Floating Rate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Floating Rate'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.