Innovator Mckinley Income Fund Bond Positions Weight
Innovator Mckinley Income fundamentals help investors to digest information that contributes to Innovator Mckinley's financial success or failures. It also enables traders to predict the movement of Innovator Mutual Fund. The fundamental analysis module provides a way to measure Innovator Mckinley'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 Innovator Mckinley mutual fund.
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Innovator Mckinley Income Mutual Fund Bond Positions Weight Analysis
Innovator Mckinley's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Innovator Mckinley Bond Positions Weight | 1.72 % |
Most of Innovator Mckinley'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, Innovator Mckinley Income 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, Innovator Mckinley Income has a Bond Positions Weight of 1.72%. This is 29.8% lower than that of the Category family and 29.66% lower than that of the Family category. The bond positions weight for all United States funds is 84.7% higher than that of the company.
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Fund Asset Allocation for Innovator Mckinley
The fund consists of 94.96% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Innovator Mckinley'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.
Innovator Fundamentals
| Price To Earning | 16.04 X | |||
| Price To Book | 1.89 X | |||
| Price To Sales | 2.44 X | |||
| Total Asset | 30.6 M | |||
| One Year Return | 7.12 % | |||
| Three Year Return | 3.81 % | |||
| Net Asset | 30.6 M | |||
| Minimum Initial Investment | 3 M | |||
| Last Dividend Paid | 0.34 | |||
| Cash Position Weight | 3.08 % | |||
| Equity Positions Weight | 94.96 % | |||
| Bond Positions Weight | 1.72 % |
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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 gross domestic product. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Other Consideration for investing in Innovator Mutual Fund
If you are still planning to invest in Innovator Mckinley Income 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 Innovator Mckinley's history and understand the potential risks before investing.
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