High Yield Financial Statements From 2010 to 2025

MSYPX Fund  USD 8.59  0.01  0.12%   
High Yield financial statements provide useful quarterly and yearly information to potential High Yield Portfolio investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on High Yield financial statements helps investors assess High Yield's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting High Yield's valuation are summarized below:
High Yield Portfolio does not presently have any fundamental trends for analysis.
Check High Yield financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among High Yield's main balance sheet or income statement drivers, such as , as well as many indicators such as . High financial statements analysis is a perfect complement when working with High Yield Valuation or Volatility modules.
  
This module can also supplement various High Yield Technical models . Check out the analysis of High Yield Correlation against competitors.

High Yield Portfolio Mutual Fund Year To Date Return Analysis

High Yield'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.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current High Yield Year To Date Return

    
  0.94 %  
Most of High Yield'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, High Yield Portfolio 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.
Competition

Based on the company's disclosures, High Yield Portfolio has a Year To Date Return of 0.9412%. This is much higher than that of the Morgan Stanley family and significantly higher than that of the High Yield Bond category. The year to date return for all United States funds is notably lower than that of the firm.

High Yield Portfolio Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining High Yield's current stock value. Our valuation model uses many indicators to compare High Yield value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across High Yield competition to find correlations between indicators driving High Yield's intrinsic value. More Info.
High Yield Portfolio 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  165.12  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 High Yield's earnings, one of the primary drivers of an investment's value.

About High Yield Financial Statements

High Yield investors use historical fundamental indicators, such as High Yield'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 High Yield. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, at least 80 percent of the funds assets will be invested in high yield securities . The fund seeks to achieve its investment objective by investing primarily in high yield securities which are fixed income securities rated by one or more rating agencies below Baa3 by Moodys Investors Service, Inc. , below BBB- by SP Global Ratings Group, a division of SP Global Inc. , below BBB- by Fitch Ratings, Inc. or if unrated considered by the adviser to be of equivalent 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 High Mutual Fund

High Yield financial ratios help investors to determine whether High 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 High with respect to the benefits of owning High Yield security.
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