Anfield Universal Fixed Fund Fundamentals

AFLKX Fund  USD 8.72  0.01  0.11%   
Anfield Universal Fixed fundamentals help investors to digest information that contributes to Anfield Universal's financial success or failures. It also enables traders to predict the movement of Anfield Mutual Fund. The fundamental analysis module provides a way to measure Anfield Universal's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Anfield Universal mutual fund.
  
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Anfield Universal Fixed Mutual Fund Year To Date Return Analysis

Anfield Universal'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 Anfield Universal Year To Date Return

    
  0.23 %  
Most of Anfield Universal'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, Anfield Universal Fixed 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

In accordance with the company's disclosures, Anfield Universal Fixed has a Year To Date Return of 0.2302%. This is much higher than that of the Anfield family and significantly higher than that of the Nontraditional Bond category. The year to date return for all United States funds is notably lower than that of the firm.

Anfield Universal Fixed Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Anfield Universal's current stock value. Our valuation model uses many indicators to compare Anfield Universal value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Anfield Universal competition to find correlations between indicators driving Anfield Universal's intrinsic value. More Info.
Anfield Universal Fixed is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about  0.45  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Anfield Universal Fixed is roughly  2.24 . 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 Anfield Universal's earnings, one of the primary drivers of an investment's value.

Anfield Year To Date Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Anfield Universal's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Anfield Universal could also be used in its relative valuation, which is a method of valuing Anfield Universal by comparing valuation metrics of similar companies.
Anfield Universal is currently under evaluation in year to date return among similar funds.

Fund Asset Allocation for Anfield Universal

The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks, cash and bonds.
Asset allocation divides Anfield Universal's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Anfield Fundamentals

About Anfield Universal Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Anfield Universal Fixed's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Anfield Universal using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Anfield Universal Fixed based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in a diversified portfolio of fixed income instruments. The principal investments of the fund include corporate bonds, U.S. government and agency securities, master-limited partnerships , preferred securities, private debt, foreign sovereign bonds, convertible securities, bank loans, mortgage-backed securities, and cash equivalent instruments.

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Other Information on Investing in Anfield Mutual Fund

Anfield Universal financial ratios help investors to determine whether Anfield 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 Anfield with respect to the benefits of owning Anfield Universal security.
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