Floating Rate Fund Cash Position Weight
| LFRIX Fund | USD 8.17 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.
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Floating Rate Fund Mutual Fund Cash Position Weight Analysis
Floating Rate's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Floating Rate Cash Position Weight | 6.02 % |
Most of Floating Rate's fundamental indicators, such as Cash Position 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 or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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In accordance with the recently published financial statements, Floating Rate Fund has 6.02% in Cash Position Weight. This is much higher than that of the Lord Abbett family and significantly higher than that of the Bank Loan category. The cash position weight for all United States funds is notably lower than that of the firm.
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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
| Total Asset | 6.88 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 2.82 % | ||||
| One Year Return | 12.00 % | ||||
| Three Year Return | 5.58 % | ||||
| Five Year Return | 4.01 % | ||||
| Ten Year Return | 3.59 % | ||||
| Net Asset | 15.21 B | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 6.02 % | ||||
| Equity Positions Weight | 0.09 % | ||||
| Bond Positions Weight | 11.69 % |
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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Floating Rate in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Floating Rate's short interest history, or implied volatility extrapolated from Floating Rate options trading.
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Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Floating Rate 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 Anywhere module to track or share privately all of your investments from the convenience of any device.