Kayne Anderson Renewable Fund Year To Date Return
KARRX Fund | USD 9.87 0.03 0.30% |
Kayne Anderson Renewable fundamentals help investors to digest information that contributes to Kayne Anderson's financial success or failures. It also enables traders to predict the movement of Kayne Mutual Fund. The fundamental analysis module provides a way to measure Kayne Anderson'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 Kayne Anderson mutual fund.
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Kayne Anderson Renewable Mutual Fund Year To Date Return Analysis
Kayne Anderson'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% |
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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Based on the company's disclosures, Kayne Anderson Renewable has a Year To Date Return of 0.0%. This indicator is about the same for the Kayne Anderson average (which is currently at 0.0) family and about the same as Infrastructure (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Kayne Anderson
The fund invests 54.87% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (45.12%) and various exotic instruments (0.01%).Asset allocation divides Kayne Anderson'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.
Kayne Fundamentals
Total Asset | 107.9 M | |||
Annual Yield | 0 % | |||
Net Asset | 34.6 M | |||
Minimum Initial Investment | 2.5 K | |||
Last Dividend Paid | 0.03 | |||
Cash Position Weight | 45.12 % | |||
Equity Positions Weight | 54.87 % |
About Kayne Anderson Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Kayne Anderson Renewable's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Kayne Anderson using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Kayne Anderson Renewable 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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Kayne Anderson financial ratios help investors to determine whether Kayne 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 Kayne with respect to the benefits of owning Kayne Anderson security.
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