Balanced Allocation Fund Bond Positions Weight
| GGIYXDelisted Fund | USD 9.08 0.00 0.00% |
Balanced Allocation Fund fundamentals help investors to digest information that contributes to Balanced Allocation'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 Allocation'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 Allocation mutual fund.
Balanced |
Balanced Allocation Fund Mutual Fund Bond Positions Weight Analysis
Balanced Allocation's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Balanced Allocation Bond Positions Weight | 1.06 % |
Most of Balanced Allocation's fundamental indicators, such as Bond Positions 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, Balanced Allocation Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Balanced Allocation Fund has a Bond Positions Weight of 1.06%. This is much higher than that of the GuideStone Funds family and significantly higher than that of the World Allocation category. The bond positions weight for all United States funds is notably lower than that of the firm.
Balanced Bond Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Balanced Allocation's direct or indirect competition against its Bond 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 Balanced Allocation could also be used in its relative valuation, which is a method of valuing Balanced Allocation by comparing valuation metrics of similar companies.Balanced Allocation is currently under evaluation in bond positions weight among similar funds.
Fund Asset Allocation for Balanced Allocation
The fund invests 49.79% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (1.06%) , cash (8.06%) and various exotic instruments.Asset allocation divides Balanced Allocation'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
| Total Asset | 113.56 M | |||
| One Year Return | 3.53 % | |||
| Three Year Return | 15.25 % | |||
| Five Year Return | 3.46 % | |||
| Ten Year Return | 6.72 % | |||
| Net Asset | 113.56 M | |||
| Last Dividend Paid | 0.4 | |||
| Cash Position Weight | 8.06 % | |||
| Equity Positions Weight | 49.79 % | |||
| Bond Positions Weight | 1.06 % |
About Balanced Allocation Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Balanced Allocation Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Balanced Allocation using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Balanced Allocation Fund 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.Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Other Consideration for investing in Balanced Mutual Fund
If you are still planning to invest in Balanced Allocation check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Balanced Allocation's history and understand the potential risks before investing.
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