Locorr Longshort Modities Fund Fundamentals
| LCSIX Fund | USD 9.31 0.04 0.43% |
Locorr Longshort Modities fundamentals help investors to digest information that contributes to Locorr Long/short's financial success or failures. It also enables traders to predict the movement of Locorr Mutual Fund. The fundamental analysis module provides a way to measure Locorr Long/short'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 Locorr Long/short mutual fund.
Locorr |
Locorr Longshort Modities Mutual Fund Year To Date Return Analysis
Locorr Long/short'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 Locorr Long/short Year To Date Return | 1.33 % |
Most of Locorr Long/short'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, Locorr Longshort Modities 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, Locorr Longshort Modities has a Year To Date Return of 1.332%. This is much higher than that of the LoCorr Funds family and significantly higher than that of the Systematic Trend category. The year to date return for all United States funds is notably lower than that of the firm.
Locorr Longshort Modities Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Locorr Long/short's current stock value. Our valuation model uses many indicators to compare Locorr Long/short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Locorr Long/short competition to find correlations between indicators driving Locorr Long/short's intrinsic value. More Info.Locorr Longshort Modities is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 15.52 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 Locorr Long/short's earnings, one of the primary drivers of an investment's value.Locorr Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Locorr Long/short'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 Locorr Long/short could also be used in its relative valuation, which is a method of valuing Locorr Long/short by comparing valuation metrics of similar companies.Locorr Longshort is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Locorr Long/short
The fund consists of 74.1% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Locorr Long/short'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.
Locorr Fundamentals
| Total Asset | 1.04 B | ||||
| Annual Yield | 0.09 % | ||||
| Year To Date Return | 1.33 % | ||||
| One Year Return | (3.59) % | ||||
| Three Year Return | 0 % | ||||
| Five Year Return | 4.53 % | ||||
| Net Asset | 1.26 B | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.29 | ||||
| Cash Position Weight | 4.22 % | ||||
| Bond Positions Weight | 74.10 % |
About Locorr Long/short Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Locorr Longshort Modities's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Locorr Long/short using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Locorr Longshort Modities 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 objectives by allocating its assets using two principal strategies Commodities Strategy and Fixed Income Strategy. The Commodities strategy is designed to produce capital appreciation by capturing returns related to the commodities markets. The Fixed Income strategy is designed to generate interest income and preserve principal by investing primarily in investment grade securities.
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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 Locorr Mutual Fund
Locorr Long/short financial ratios help investors to determine whether Locorr 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 Locorr with respect to the benefits of owning Locorr Long/short security.
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