Power Floating Rate Fund Quote

FLOTX Fund  USD 9.70  0.01  0.10%   

Performance

32 of 100

 
Weak
 
Strong
Very Strong

Odds Of Distress

Less than 11

 
High
 
Low
Low
Power Floating is trading at 9.70 as of the 25th of November 2024; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 9.69. Power Floating has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. Equity ratings for Power Floating Rate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund adviser seeks to achieve its investment objectives by managing The fund invests in a manner that follows a rules based strategy that employs a disciplined investment selection process with tactical overlays that determines whether it will be in a bullish or defensive position. More on Power Floating Rate

Moving together with Power Mutual Fund

  0.62PWRIX Power IncomePairCorr
  0.75MOJCX Power Momentum IndexPairCorr
  0.76MOJAX Power Momentum IndexPairCorr
  0.76MOJOX Power Momentum IndexPairCorr

Moving against Power Mutual Fund

  0.74PFHCX Pacific Funds SmallPairCorr
  0.67PMZCX Pimco Mortgage OpporPairCorr
  0.35PPROX Putnam Panagora RiskPairCorr
  0.35PPRPX Putnam Panagora RiskPairCorr
  0.35PPRWX Putnam Panagora RiskPairCorr

Power Mutual Fund Highlights

Fund ConcentrationDonoghue Forlines LLC Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Donoghue Forlines LLC (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of October 2022
Fiscal Year EndJune
Power Floating Rate [FLOTX] is traded in USA and was established 25th of November 2024. Power Floating is listed under Donoghue Forlines LLC category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Donoghue Forlines LLC family. This fund currently has accumulated 91.63 M in assets under management (AUM) with minimum initial investment of 100 K. Power Floating Rate is currently producing year-to-date (YTD) return of 6.35% with the current yeild of 0.08%, while the total return for the last 3 years was 3.69%.
Check Power Floating Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Power Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Power Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Power Floating Rate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Power Floating Rate Mutual Fund Constituents

GSFRXGoldman Sachs HighMutual FundBank Loan
LFRIXFloating Rate FundMutual FundBank Loan
VGSHVanguard Short Term TreasuryEtfShort Government
USHYiShares Broad USDEtfHigh Yield Bond
SRLNSPDR Blackstone SeniorEtfBank Loan
SPTSSPDR Barclays ShortEtfShort Government
SJNKSPDR Bloomberg ShortEtfHigh Yield Bond
SHYGiShares 0 5 YearEtfHigh Yield Bond
More Details

Power Floating Rate Risk Profiles

Power Floating Against Markets

Other Information on Investing in Power Mutual Fund

Power Floating financial ratios help investors to determine whether Power 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 Power with respect to the benefits of owning Power Floating security.
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