Focused Opportunities Series Fund Equity Positions Weight
Focused Opportunities Series fundamentals help investors to digest information that contributes to Focused Opportunities' financial success or failures. It also enables traders to predict the movement of Focused Mutual Fund. The fundamental analysis module provides a way to measure Focused Opportunities' 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 Focused Opportunities mutual fund.
Focused |
Focused Opportunities Series Mutual Fund Equity Positions Weight Analysis
Focused Opportunities' Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Focused Opportunities Equity Positions Weight | 98.20 % |
Most of Focused Opportunities' fundamental indicators, such as Equity 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, Focused Opportunities Series is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
CompetitionAccording to the company disclosure, Focused Opportunities Series has an Equity Positions Weight of 98%. This is 206.78% higher than that of the Category family and 206.83% higher than that of the Family category. The equity positions weight for all United States funds is 53.68% lower than that of the firm.
Did you try this?
Run AI Portfolio Architect Now
AI Portfolio ArchitectUse AI to generate optimal portfolios and find profitable investment opportunities |
| All Next | Launch Module |
Fund Asset Allocation for Focused Opportunities
The fund consists of 98.2% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Focused Opportunities' 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.
Focused Fundamentals
| Annual Yield | 1.05 % | |||
| Year To Date Return | (15.65) % | |||
| One Year Return | (0.01) % | |||
| Net Asset | 248.15 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.1 | |||
| Holdings Turnover | 75.00 % | |||
| Cash Position Weight | 1.79 % | |||
| Equity Positions Weight | 98.20 % |
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 Correlation 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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Other Consideration for investing in Focused Mutual Fund
If you are still planning to invest in Focused Opportunities 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 Focused Opportunities' history and understand the potential risks before investing.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |