Moderate Duration Fund Financials
AIFBXDelisted Fund | USD 9.84 0.00 0.00% |
Moderate |
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.
Moderate Duration Fund Summary
Moderate Duration competes with Dunham High, Virtus High, Fidelity Capital, Msift High, and American Century. The fund invests primarily in debt obligations such as bonds, notes and debentures, and bills issued by U.S. corporations or the U.S. government, its agencies, or instrumentalities, municipal securities, mortgage-backed securities, asset-backed securities, collateralized mortgage obligations and fixed income ETFs. Cavanal Hill is traded on NASDAQ Exchange in the United States.Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Business Address | Cavanal Hill Funds |
Mutual Fund Family | Cavanal Hill funds |
Mutual Fund Category | Short-Term Bond |
Benchmark | Dow Jones Industrial |
Phone | 800 762 7085 |
Currency | USD - US Dollar |
Moderate Duration Key Financial Ratios
Moderate Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Moderate Duration's current stock value. Our valuation model uses many indicators to compare Moderate Duration value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Moderate Duration competition to find correlations between indicators driving Moderate Duration's intrinsic value. More Info.Moderate Duration Fund is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 1,166 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 Moderate Duration's earnings, one of the primary drivers of an investment's value.Moderate Duration Market Pulse
Quote | 9.84 |
Change(%) | 0.00 |
Change | 0.00 |
Open | 9.84 |
Low | 9.84 |
High | 9.84 |
Volume | 0 |
Exchange | NMFQS |
Moderate Duration November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Moderate Duration help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Moderate Duration Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Moderate Duration Fund based on widely used predictive technical indicators. In general, we focus on analyzing Moderate Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Moderate Duration's daily price indicators and compare them against related drivers.
Information Ratio | (0.52) | |||
Maximum Drawdown | 1.04 | |||
Potential Upside | 0.2075 |
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Other Consideration for investing in Moderate Mutual Fund
If you are still planning to invest in Moderate Duration check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Moderate Duration's history and understand the potential risks before investing.
Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
Performance Analysis Check effects of mean-variance optimization against your current asset allocation |