Balanced Fund Institutional Fund Year To Date Return
| FOBPX Fund | USD 20.70 0.05 0.24% |
Balanced Fund Institutional fundamentals help investors to digest information that contributes to Balanced Fund's financial success or failures. It also enables traders to predict the movement of Balanced Mutual Fund. The fundamental analysis module provides a way to measure Balanced Fund'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 Balanced Fund mutual fund.
Balanced |
Balanced Fund Institutional Mutual Fund Year To Date Return Analysis
Balanced Fund'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.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Balanced Fund Year To Date Return | 14.75 % |
Most of Balanced Fund'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, Balanced Fund Institutional 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.
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According to the company's disclosures, Balanced Fund Institutional has a Year To Date Return of 14.7509%. This is much higher than that of the Tributary Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Balanced Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Balanced Fund'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 Balanced Fund could also be used in its relative valuation, which is a method of valuing Balanced Fund by comparing valuation metrics of similar companies.Balanced Fund is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Balanced Fund
The fund invests 56.95% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (1.21%) , cash (5.19%) and various exotic instruments.Asset allocation divides Balanced Fund'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.
Balanced Fundamentals
| Price To Earning | 21.75 X | ||||
| Price To Book | 3.31 X | ||||
| Price To Sales | 2.17 X | ||||
| Total Asset | 71.18 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 14.75 % | ||||
| One Year Return | 20.42 % | ||||
| Three Year Return | 5.24 % | ||||
| Five Year Return | 9.14 % | ||||
| Ten Year Return | 9.25 % | ||||
| Net Asset | 73.67 M | ||||
| Last Dividend Paid | 0.04 | ||||
| Cash Position Weight | 5.19 % | ||||
| Equity Positions Weight | 56.95 % | ||||
| Bond Positions Weight | 1.21 % |
About Balanced Fund Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Balanced Fund Institutional's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Balanced Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Balanced Fund Institutional 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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Balanced Fund financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Fund security.
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