Floating Rate Fund One Year Return
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.
Floating |
Floating One Year Return Analysis
Floating Rate's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Floating Rate One Year Return | 13.64 % |
Most of Floating Rate's fundamental indicators, such as One Year Return, 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.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition |
Floating Rate One Year Return Component Assessment
Based on the recorded statements, Floating Rate Fund has an One Year Return of 13.6401%. This is 231.07% higher than that of the Lord Abbett family and significantly higher than that of the Bank Loan category. The one year return for all United States funds is notably lower than that of the firm.
Floating One Year Return 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 One Year Return 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 currently under evaluation in one year return 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
Total Asset | 6.88 B | |||
Annual Yield | 0 % | |||
Year To Date Return | 2.47 % | |||
One Year Return | 13.64 % | |||
Three Year Return | 5.62 % | |||
Five Year Return | 4.22 % | |||
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.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.
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 Floating Rate Piotroski F Score and Floating Rate Altman Z Score analysis. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
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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