Doubleline Multi Asset Trend Fund Fundamentals
| DBMOX Fund | USD 7.19 0.01 0.14% |
Doubleline Multi Asset Trend fundamentals help investors to digest information that contributes to Doubleline Multi-asset's financial success or failures. It also enables traders to predict the movement of Doubleline Mutual Fund. The fundamental analysis module provides a way to measure Doubleline Multi-asset'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 Doubleline Multi-asset mutual fund.
Doubleline |
Doubleline Multi Asset Trend Mutual Fund Cash Position Weight Analysis
Doubleline Multi-asset's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Doubleline Multi-asset Cash Position Weight | 3.99 % |
Most of Doubleline Multi-asset's fundamental indicators, such as Cash Position Weight, 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, Doubleline Multi Asset Trend is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Doubleline Multi Asset Trend has 3.99% in Cash Position Weight. This is much higher than that of the DoubleLine family and significantly higher than that of the Systematic Trend category. The cash position weight for all United States funds is notably lower than that of the firm.
Doubleline Multi Asset Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Doubleline Multi-asset's current stock value. Our valuation model uses many indicators to compare Doubleline Multi-asset value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Doubleline Multi-asset competition to find correlations between indicators driving Doubleline Multi-asset's intrinsic value. More Info.Doubleline Multi Asset Trend is rated # 2 fund in net asset among similar funds. It is one of the top funds in minimum initial investment among similar funds making about 0.01 of Minimum Initial Investment per Net Asset. The ratio of Net Asset to Minimum Initial Investment for Doubleline Multi Asset Trend is roughly 134.70 . 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 Doubleline Multi-asset's earnings, one of the primary drivers of an investment's value.Doubleline Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Doubleline Multi-asset's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Doubleline Multi-asset could also be used in its relative valuation, which is a method of valuing Doubleline Multi-asset by comparing valuation metrics of similar companies.Doubleline Multi is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Doubleline Multi-asset
The fund invests 50.49% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (40.82%) , cash (3.99%) and various exotic instruments.Asset allocation divides Doubleline Multi-asset'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.
Doubleline Fundamentals
| Total Asset | 13.47 M | ||||
| Net Asset | 13.47 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 3.99 % | ||||
| Equity Positions Weight | 50.49 % | ||||
| Bond Positions Weight | 40.82 % |
About Doubleline Multi-asset Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Doubleline Multi Asset Trend's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Doubleline Multi-asset using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Doubleline Multi Asset Trend 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 advisor will seek to use derivatives, or a combination of derivatives and direct investments, to provide a return that approximates the performance of the BNP Paribas Multi-Asset Trend Index. The index has been designed to reflect investment exposure to persistent trends in price movements of a broad universe of assets across different markets, including domestic, foreign and emerging market equities, sovereign bonds and other debt securities, interest rates, currencies and commodities.
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 Doubleline Mutual Fund
Doubleline Multi-asset financial ratios help investors to determine whether Doubleline 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 Doubleline with respect to the benefits of owning Doubleline Multi-asset security.
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