Income Fund Institutional Fund Equity Positions Weight
| FOIPX Fund | USD 9.21 0.02 0.22% |
Income Fund Institutional fundamentals help investors to digest information that contributes to Income Fund's financial success or failures. It also enables traders to predict the movement of Income Mutual Fund. The fundamental analysis module provides a way to measure Income 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 Income Fund mutual fund.
Income |
Income Fund Institutional Mutual Fund Equity Positions Weight Analysis
Income Fund's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Income Fund Institutional has an Equity Positions Weight of 0.0%. This indicator is about the same for the Tributary Funds average (which is currently at 0.0) family and about the same as Intermediate Core Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Income Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Income Fund's direct or indirect competition against its Equity Positions 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 Income Fund could also be used in its relative valuation, which is a method of valuing Income Fund by comparing valuation metrics of similar companies.Income Fund is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Income Fund
The fund consists of 97.42% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Income 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.
Income Fundamentals
| Total Asset | 164.77 M | ||||
| Annual Yield | 0.0001 % | ||||
| Year To Date Return | 2.21 % | ||||
| One Year Return | 6.96 % | ||||
| Three Year Return | (1.79) % | ||||
| Five Year Return | (0.09) % | ||||
| Ten Year Return | 4.16 % | ||||
| Net Asset | 167.11 M | ||||
| Minimum Initial Investment | 5 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 2.58 % | ||||
| Bond Positions Weight | 97.42 % |
About Income Fund Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Income Fund Institutional's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Income Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Income 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.
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 Income Mutual Fund
Income Fund financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Fund security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |