Managed Account Financial Statements From 2010 to 2024
| MSUMX Fund | USD 8.93 0.01 0.11% |
Check Managed Account financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Managed Account's main balance sheet or income statement drivers, such as , as well as many indicators such as . Managed financial statements analysis is a perfect complement when working with Managed Account Valuation or Volatility modules.
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Managed Account Series Mutual Fund Year To Date Return Analysis
Managed Account's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Managed Account Year To Date Return | 5.61 % |
Most of Managed Account's fundamental indicators, such as Year To Date 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, Managed Account Series is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Managed Account Series has a Year To Date Return of 5.607%. This is 44.7% lower than that of the BlackRock family and significantly higher than that of the Multisector Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Managed Account Series Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Managed Account's current stock value. Our valuation model uses many indicators to compare Managed Account value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Managed Account competition to find correlations between indicators driving Managed Account's intrinsic value. More Info.Managed Account Series is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 1,168 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 Managed Account's earnings, one of the primary drivers of an investment's value.About Managed Account Financial Statements
Managed Account investors use historical fundamental indicators, such as Managed Account'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 Managed Account. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in mortgage-backed and other mortgage-related securities. Under normal circumstances, it invests at least 80 percent of its assets in mortgage-backed securities and other mortgage-related securities that are issued by issuers located in the United States. The fund adviser seeks to achieve its investment objective by selecting securities of any maturity. It may also participate in TBA Transactions and enter into dollar rolls. The non-agency mortgage-related securities in which the fund will invest may be rated below investment grade or securities determined by fund management to be of similar quality.
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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 Managed Mutual Fund
Managed Account financial ratios help investors to determine whether Managed 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 Managed with respect to the benefits of owning Managed Account security.
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