Moderate Strategy Competition

RMLAX Fund

USD 9.75 0.07 0.72%

Moderate Strategy competes with Moderately Aggressive, Blackrock Moderate, American Funds, Tiaa Cref, and Qs Moderate; as well as few others. The fund is listed under Allocation--30% to 50% Equity category and is part of Russell family. Analyzing Moderate Strategy competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Moderate Strategy to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Moderate Strategy Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Moderate Strategy competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
9.42	9.75	10.08

Details

Intrinsic

Valuation

Low	Real	High
9.40	9.73	10.06

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Moderate Strategy. Your research has to be compared to or analyzed against Moderate Strategy's peers to derive any actionable benefits. When done correctly, Moderate Strategy's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Moderate Strategy.

Moderate Strategy Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Moderate Strategy and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Moderate and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Moderate Strategy does not affect the price movement of the other competitor.

	SAMAX	BIMPX	RERPX	TLRRX	SCGCX	MNMCX	FRTCX
SAMAX		0.54	0.42	0.52	0.98	-0.16	0.59	SAMAX
BIMPX	0.54		0.9	0.85	0.62	0.53	0.94	BIMPX
RERPX	0.42	0.9		0.83	0.52	0.58	0.91	RERPX
TLRRX	0.52	0.85	0.83		0.62	0.71	0.85	TLRRX
SCGCX	0.98	0.62	0.52	0.62		-0.06	0.66	SCGCX
MNMCX	-0.16	0.53	0.58	0.71	-0.06		0.48	MNMCX
FRTCX	0.59	0.94	0.91	0.85	0.66	0.48		FRTCX
	SAMAX	BIMPX	RERPX	TLRRX	SCGCX	MNMCX	FRTCX

Click cells to compare fundamentals

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High positive correlations

SCGCX	+ 0.98	SAMAX
FRTCX	+ 0.94	BIMPX
FRTCX	+ 0.91	RERPX
RERPX	+ 0.9	BIMPX
TLRRX	+ 0.85	BIMPX
FRTCX	+ 0.85	TLRRX

High negative correlations

MNMCX	- 0.16	SAMAX
MNMCX	- 0.06	SCGCX

Risk-Adjusted Indicators

There is a big difference between Moderate Mutual Fund performing well and Moderate Strategy Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Moderate Strategy's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SAMAX	0.42	(0.01)	(0.09)	0.11	0.44	(0.47)	0.85	(0.83)	2.62
BIMPX	0.25	0.00	(0.32)	0.08	0.25	(0.36)	0.68	(0.60)	1.58
RERPX	0.27	0.01	(0.28)	0.51	0.30	(0.30)	0.55	(0.62)	1.58
TLRRX	0.22	(0.03)	(0.37)	0.01	0.25	(0.26)	0.44	(0.52)	1.22
SCGCX	0.42	(0.03)	(0.13)	0.06	0.51	(0.46)	0.76	(0.71)	2.67
MNMCX	0.24	(0.04)	(0.36)	(0.03)	0.31	(0.26)	0.47	(0.60)	1.48
FRTCX	0.23	0.02	(0.32)	0.52	0.21	(0.25)	0.57	(0.48)	1.25

Unable to evaluate fundamental data of [SAMAX, BIMPX, RERPX, TLRRX, SCGCX, MNMCX, FRTCX] at this time. Please try again later

All Fundamental Data

Moderate Strategy Competitive Analysis

The better you understand Moderate Strategy competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Moderate Strategy's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Moderate Strategy's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	RMLAX	SAMAX	BIMPX	RERPX	TLRRX	SCGCX	MNMCX	FRTCX
	0.72 9.75 Moderate	0.64 12.50 Moderately	0.15 13.29 Blackrock	0.55 12.72 American	0.52 11.56 Tiaa	0.16 18.63 SCGCX	0.88 14.94 Pro-blend(r)	0.19 10.61 Franklin
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Insignificant	Good	Weak	Weak	Insignificant	OK	Weak	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Buy	Strong Hold	Strong Buy	Strong Buy	Strong Buy	Buy
Net Asset	415.39 M	602.55 K	610.72 M	783.94 M	563.51 M	490.16 M	592.92 M	45.48 M
Minimum Initial Investment	N/A	N/A	2 M	N/A	N/A	N/A	N/A	N/A
Price To Book	1.50 X	N/A	2.11 X	N/A	2.22 X	1.94 X	3.78 X	1.50 X
Five Year Return	3.06 %	8.02 %	5.78 %	5.38 %	4.71 %	7.92 %	4.43 %	3.73 %
One Year Return	14.81 %	20.03 %	14.80 %	15.33 %	12.67 %	27.04 %	11.33 %	13.25 %
Last Dividend Paid	0.06	0.06	0.18	0.04	0.04	N/A	0.02	0.03
Price To Earning	15.60 X	N/A	17.45 X	N/A	18.82 X	16.16 X	22.99 X	16.27 X
Price To Sales	1.18 X	N/A	1.42 X	N/A	1.43 X	1.18 X	2.84 X	0.92 X
Cash Position Weight	9.84 %	15.84 %	13.26 %	5.43 %	2.65 %	4.77 %	5.82 %	8.68 %
Equity Positions Weight	42.14 %	59.65 %	41.70 %	49.49 %	31.78 %	73.89 %	34.49 %	25.92 %
Three Year Return	1.16 %	4.98 %	1.72 %	2.83 %	1.61 %	4.92 %	0.20 %	1.99 %
Annual Yield	0.02 %	0.01 %	0.03 %	0.03 %	0.03 %	0.01 %	0.01 %	0.04 %
Year To Date Return	9.12 %	14.15 %	9.73 %	9.81 %	8.22 %	17.29 %	6.47 %	8.59 %
Bond Positions Weight	20.50 %	2.76 %	43.62 %	5.41 %	10.04 %	3.72 %	3.87 %	14.43 %
Ten Year Return	4.28 %	N/A	7.89 %	N/A	6.24 %	6.56 %	5.41 %	4.35 %
Daily Balance Of Power	9.2 T	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	9.75	12.5	13.29	12.72	11.56	18.63	14.94	10.61
Period Momentum Indicator	0.07	0.08	(0.02)	(0.07)	0.06	0.03	0.13	0.02
Rate Of Daily Change	1.01	1.01	1.0	0.99	1.01	1.0	1.01	1.0
Day Median Price	9.75	12.5	13.29	12.72	11.56	18.63	14.94	10.61
Price Action Indicator	0.035	0.04	(0.01)	(0.04)	0.03	0.015	0.065	0.01
Coefficient Of Variation	2538.44	726.5	2220.3	1747.35	2338.96	1178.34	8913.76	916.81
Mean Deviation	0.2604	0.4231	0.2521	0.2675	0.224	0.4212	0.245	0.2253
Jensen Alpha	(0.03)	(0.01)	(0)	0.0075	(0.03)	(0.03)	(0.04)	0.016
Total Risk Alpha	(0.05)	(0.02)	(0.05)	(0.04)	(0.04)	(0.05)	(0.06)	(0.02)
Sortino Ratio	(0.32)	(0.09)	(0.32)	(0.28)	(0.37)	(0.13)	(0.36)	(0.32)
Downside Variance	0.1309	0.3259	0.1289	0.1492	0.0963	0.3887	0.1187	0.0961
Standard Deviation	0.3306	0.5526	0.3436	0.3454	0.2865	0.5673	0.3151	0.2819
Kurtosis	(0.05)	1.01	0.2748	0.0169	(0.05)	1.21	0.492	(0.1)
Potential Upside	0.6205	0.8503	0.6792	0.5542	0.4417	0.7592	0.472	0.5687
Treynor Ratio	0.0109	0.1072	0.0822	0.5142	0.0088	0.0632	(0.03)	0.5199
Maximum Drawdown	1.45	2.62	1.58	1.58	1.22	2.67	1.48	1.25
Variance	0.1093	0.3054	0.1181	0.1193	0.0821	0.3218	0.0993	0.0794
Market Risk Adjusted Performance	0.0209	0.1172	0.0922	0.5242	0.0188	0.0732	(0.02)	0.5299
Risk Adjusted Performance	0.017	0.1014	0.0222	0.0316	0.016	0.0614	(0.01)	0.0662
Skewness	(0.17)	(0.01)	0.2988	(0.17)	(0.12)	(0.19)	(0.12)	(0.15)
Semi Deviation	0.3009	0.4394	0.2505	0.3044	0.2484	0.5136	0.3068	0.2065
Information Ratio	(0.35)	(0.1)	(0.33)	(0.32)	(0.41)	(0.14)	(0.40)	(0.35)
Value At Risk	(0.61)	(0.83)	(0.60)	(0.62)	(0.52)	(0.71)	(0.60)	(0.48)
Expected Short fall	(0.29)	(0.47)	(0.36)	(0.30)	(0.26)	(0.46)	(0.26)	(0.25)
Downside Deviation	0.3618	0.5709	0.359	0.3862	0.3104	0.6234	0.3445	0.31
Semi Variance	0.0905	0.193	0.0627	0.0926	0.0617	0.2638	0.0941	0.0427

Moderate Strategy Competition Performance Charts

Five steps to successful analysis of Moderate Strategy Competition

Moderate Strategy's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Moderate Strategy in relation to its competition. Moderate Strategy's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Moderate Strategy in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Moderate Strategy's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Moderate Strategy, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Moderate Strategy position

In addition to having Moderate Strategy in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Tech Growth

Instruments that are typically traded at high earnings multiples compared to their competitors and other sectors and have been known to drive market cycles frequently. The Tech Growth theme has 66 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Tech Growth Theme or any other thematic opportunities.

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Other Information on Investing in Moderate Mutual Fund

Moderate Strategy financial ratios help investors to determine whether Moderate Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Moderate with respect to the benefits of owning Moderate Strategy security.

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