Balanced Fund Mutual Fund Money Managers
FLDFX Fund | USD 14.45 0.02 0.14% |
Break down of Balanced Fund's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Balanced Fund's future under-performance.
Balanced |
Symbol | FLDFX |
Name | Balanced Fund Retail |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Balanced Fund Retail Leadership is currently not available.
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Balanced Fund Net Asset Comparison
Balanced Fund Retail is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Tactical Allocation category is currently estimated at about 1.64 Billion. Balanced Fund totals roughly 353.07 Million in net asset claiming about 22% of funds listed under Tactical Allocation category.
Balanced Fund Retail Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Balanced Fund Retail Price Series Summation is a cross summation of Balanced Fund price series and its benchmark/peer.
About Balanced Fund Management Performance
The success or failure of an entity such as Balanced Fund Retail often depends on how effective the management is. Balanced Fund management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Balanced management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Balanced management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies , which include domestic and foreign mutual funds, as well as in exchange traded funds , closed-end funds and unit investment trusts. The fund will have a minimum of 30 percent and a maximum of 70 percent of its net assets invested in equity securities or underlying funds investing in equity securities.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Fund security.
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