Muzinich Financial Statements From 2010 to 2024

MZHSX Fund  USD 8.01  0.03  0.37%   
Muzinich financial statements provide useful quarterly and yearly information to potential Muzinich High Yield 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 Muzinich financial statements helps investors assess Muzinich's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Muzinich's valuation are summarized below:
Muzinich High Yield does not presently have any fundamental ratios for analysis.
Check Muzinich financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Muzinich's main balance sheet or income statement drivers, such as , as well as many indicators such as . Muzinich financial statements analysis is a perfect complement when working with Muzinich Valuation or Volatility modules.
  
This module can also supplement various Muzinich Technical models . Check out the analysis of Muzinich Correlation against competitors.

Muzinich High Yield Mutual Fund Year To Date Return Analysis

Muzinich'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 Muzinich Year To Date Return

    
  7.48 %  
Most of Muzinich'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, Muzinich High Yield 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, Muzinich High Yield has a Year To Date Return of 7.4791%. This is much higher than that of the Muzinich 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.

Muzinich High Yield Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Muzinich's current stock value. Our valuation model uses many indicators to compare Muzinich value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Muzinich competition to find correlations between indicators driving Muzinich's intrinsic value. More Info.
Muzinich High Yield 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  4,155  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 Muzinich's earnings, one of the primary drivers of an investment's value.

About Muzinich Financial Statements

Muzinich investors use historical fundamental indicators, such as Muzinich'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 Muzinich. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in high yield credit issued by companies with a domicile or principle place of business in the U.S. The advisor typically focuses on debt instruments rated below investment grade, defined as below BBB- or Baa3 by Standard Poors, Fitch or Moodys, as applicable, or which are deemed equivalent by the Advisor.

Also Currently Popular

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 Muzinich Mutual Fund

Muzinich financial ratios help investors to determine whether Muzinich 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 Muzinich with respect to the benefits of owning Muzinich security.
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals