Doubleline Multi Asset Trend Fund Three Year Return
DLMOX Fund | USD 7.28 0.04 0.55% |
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.
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Doubleline Multi Asset Trend Mutual Fund Three Year Return Analysis
Doubleline Multi-asset's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Doubleline Multi Asset Trend has a Three Year Return of 0.0%. This indicator is about the same for the DoubleLine average (which is currently at 0.0) family and about the same as Systematic Trend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Doubleline Three Year Return 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 Three Year 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 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 three year return among similar funds.
Fund Asset Allocation for Doubleline Multi-asset
The fund invests 100.31% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (9.67%) 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 | 15.38 M | ||||
Net Asset | 15.38 M | ||||
Last Dividend Paid | 0.01 | ||||
Cash Position Weight | (79.03) % | ||||
Equity Positions Weight | 100.31 % | ||||
Bond Positions Weight | 9.67 % |
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.
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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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