Fundamental Indexplus Mutual Fund Money Managers
PIXAX Fund | USD 18.47 0.01 0.05% |
Break down of Fundamental Indexplus' 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 Fundamental Indexplus' future under-performance.
Fundamental |
Symbol | PIXAX |
Name | Fundamental Indexplus Tr |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Fundamental Indexplus Tr Leadership is currently not available.
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Fundamental Indexplus Net Asset Comparison
Fundamental Indexplus Tr is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 732.99 Billion. Fundamental Indexplus adds roughly 1.01 Billion in net asset claiming only tiny portion of funds under Large Value category.
Fundamental Indexplus 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. Fundamental Indexplus Price Series Summation is a cross summation of Fundamental Indexplus price series and its benchmark/peer.
About Fundamental Indexplus Management Performance
The success or failure of an entity such as Fundamental Indexplus often depends on how effective the management is. Fundamental Indexplus 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 Fundamental 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 Fundamental 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 seeks to exceed the total return of the Russell 1000 Value Index under normal circumstances by obtaining exposure to a portfolio of stocks of U.S. companies, and complementing this equity exposure with absolute return bond alpha strategy. It may invest up to 25 percent of its total assets in securities and instruments that are economically tied to emerging market countries. The fund will normally limit its foreign currency exposure to 35 percent of its total assets.
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.
Fundamental Indexplus Annual Yield
In accordance with the recently published financial statements, Fundamental Indexplus Tr has an Annual Yield of 0.0778%. This is 81.48% lower than that of the PIMCO family and significantly higher than that of the Large Value category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Other Information on Investing in Fundamental Mutual Fund
Fundamental Indexplus financial ratios help investors to determine whether Fundamental 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 Fundamental with respect to the benefits of owning Fundamental Indexplus security.
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