Kensington Managed Income Fund Fundamentals
| KAMCX Fund | USD 9.78 0.02 0.20% |
Kensington Managed Income fundamentals help investors to digest information that contributes to Kensington Managed's financial success or failures. It also enables traders to predict the movement of Kensington Mutual Fund. The fundamental analysis module provides a way to measure Kensington Managed'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 Kensington Managed mutual fund.
Kensington |
Kensington Managed Income Mutual Fund Year To Date Return Analysis
Kensington Managed'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 Kensington Managed Year To Date Return | 3.38 % |
Most of Kensington Managed'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, Kensington Managed Income 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.
| Competition |
Based on the company's disclosures, Kensington Managed Income has a Year To Date Return of 3.3787%. This is much higher than that of the Advisors Preferred family and significantly higher than that of the Nontraditional Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Kensington Managed Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Kensington Managed's current stock value. Our valuation model uses many indicators to compare Kensington Managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Kensington Managed competition to find correlations between indicators driving Kensington Managed's intrinsic value. More Info.Kensington Managed Income is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 87.76 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Kensington Managed's earnings, one of the primary drivers of an investment's value.Kensington Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Kensington Managed'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 Kensington Managed could also be used in its relative valuation, which is a method of valuing Kensington Managed by comparing valuation metrics of similar companies.Kensington Managed is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Kensington Managed
The fund consists of 87.88% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Kensington Managed'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.
Kensington Fundamentals
| Total Asset | 15.59 M | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 3.38 % | ||||
| One Year Return | 6.73 % | ||||
| Three Year Return | (1.03) % | ||||
| Five Year Return | 1.52 % | ||||
| Net Asset | 973.23 M | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 0.06 | ||||
| Cash Position Weight | 5.39 % | ||||
| Equity Positions Weight | 4.09 % | ||||
| Bond Positions Weight | 87.88 % |
About Kensington Managed Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Kensington Managed Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Kensington Managed using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Kensington Managed Income 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.The fund seeks to achieve its investment objective by investing primarily in mutual funds that invest in income-producing securities. Kensington Managed is traded on NASDAQ Exchange in the United States.
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Kensington Managed financial ratios help investors to determine whether Kensington 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 Kensington with respect to the benefits of owning Kensington Managed security.
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