Floating Rate Fund Bond Positions Weight
| LRRRX Fund | USD 8.20 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 Rate Fund Mutual Fund 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.
Current Floating Rate Bond Positions Weight | 9.98 % |
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 |
In accordance with the recently published financial statements, Floating Rate Fund has a Bond Positions Weight of 9.98%. 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 currently under evaluation 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
| Total Asset | 7.51 B | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 4.07 % | |||
| One Year Return | 12.70 % | |||
| Three Year Return | 5.21 % | |||
| Five Year Return | 3.70 % | |||
| Ten Year Return | 3.09 % | |||
| Net Asset | 15.21 B | |||
| Last Dividend Paid | 0.03 | |||