Limited Duration Financials
| AISTX Fund | USD 9.22 0.01 0.11% |
LIMITED |
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.
Limited Duration Fund Summary
Limited Duration competes with Baron Health, Tekla Healthcare, Highland Long/short, Alphacentric Lifesci, and Lord Abbett. The fund invests primarily in debt obligations such as bonds, notes and debentures, and bills issued by U.S. corporations or by the U.S. government, its agencies or instrumentalities, municipal securities, mortgage-backed securities, asset-backed securities, and collateralized mortgage obligations and fixed income ETFs. It invests at least 80 percent of its net assets in bonds and maintains an average portfolio duration of less than three and one-half years. The fund normally invests at least 65 percent of its net assets in interest-bearing bonds.Specialization | Short-Term Bond, Short-Term Bond |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US14956P4063 |
| 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 |
Limited Duration Key Financial Ratios
LIMITED Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Limited Duration's current stock value. Our valuation model uses many indicators to compare Limited Duration value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Limited Duration competition to find correlations between indicators driving Limited Duration's intrinsic value. More Info.Limited 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 1,496 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 Limited Duration's earnings, one of the primary drivers of an investment's value.Limited Duration Systematic Risk
Limited Duration's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Limited Duration volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Limited Duration correlated with the market. If Beta is less than 0 Limited Duration generally moves in the opposite direction as compared to the market. If Limited Duration Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Limited Duration is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Limited Duration is generally in the same direction as the market. If Beta > 1 Limited Duration moves generally in the same direction as, but more than the movement of the benchmark.
Limited Duration November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Limited Duration help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Limited Duration Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Limited Duration Fund based on widely used predictive technical indicators. In general, we focus on analyzing LIMITED Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Limited Duration's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1617 | |||
| Information Ratio | (0.84) | |||
| Maximum Drawdown | 0.7543 | |||
| Value At Risk | (0.22) | |||
| Potential Upside | 0.2169 |
Other Information on Investing in LIMITED Mutual Fund
Limited Duration financial ratios help investors to determine whether LIMITED 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 LIMITED with respect to the benefits of owning Limited Duration security.
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