Infrastructure Fund Financial Statements From 2010 to 2024
| IFAIX Fund | USD 24.05 0.01 0.04% |
Check Infrastructure Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Infrastructure Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Infrastructure financial statements analysis is a perfect complement when working with Infrastructure Fund Valuation or Volatility modules.
Infrastructure |
Infrastructure Fund Institutional Mutual Fund One Year Return Analysis
Infrastructure Fund'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 Infrastructure Fund One Year Return | 13.45 % |
Most of Infrastructure Fund'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, Infrastructure Fund Institutional 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 |
Based on the recorded statements, Infrastructure Fund Institutional has an One Year Return of 13.4453%. This is much higher than that of the Meeder Funds family and significantly higher than that of the Allocation--15% to 30% Equity category. The one year return for all United States funds is notably lower than that of the firm.
Infrastructure Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Infrastructure Fund's current stock value. Our valuation model uses many indicators to compare Infrastructure Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Infrastructure Fund competition to find correlations between indicators driving Infrastructure Fund's intrinsic value. More Info.Infrastructure Fund Institutional is rated third overall fund in annual yield among similar funds. It is currently considered the top fund in year to date return among similar funds creating about 262.95 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Infrastructure Fund's earnings, one of the primary drivers of an investment's value.About Infrastructure Fund Financial Statements
Infrastructure Fund investors use historical fundamental indicators, such as Infrastructure Fund's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Infrastructure Fund. Please read more on our technical analysis and fundamental analysis pages.
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 0 percent and a maximum of 30 percent of its net assets invested in equity securities or underlying funds investing in equity securities. It will also have a minimum of 70 percent and a maximum of 100 percent of its net assets invested in fixed income securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Infrastructure Mutual Fund
Infrastructure Fund financial ratios help investors to determine whether Infrastructure 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 Infrastructure with respect to the benefits of owning Infrastructure Fund security.
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