Morningstar Alternatives Fund Equity Positions Weight
| MSTVX Fund | USD 10.65 0.03 0.28% |
Morningstar Alternatives fundamentals help investors to digest information that contributes to Morningstar Alternatives' financial success or failures. It also enables traders to predict the movement of Morningstar Mutual Fund. The fundamental analysis module provides a way to measure Morningstar Alternatives' 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 Morningstar Alternatives mutual fund.
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Morningstar Alternatives Mutual Fund Equity Positions Weight Analysis
Morningstar Alternatives' 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 Morningstar Alternatives Equity Positions Weight | 30.25 % |
Most of Morningstar Alternatives' 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, Morningstar Alternatives 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.
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According to the company disclosure, Morningstar Alternatives has an Equity Positions Weight of 30.25%. This is much higher than that of the Morningstar family and significantly higher than that of the Multistrategy category. The equity positions weight for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Morningstar Alternatives
The fund invests 30.25% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (29.48%) , cash (19.9%) and various exotic instruments.Asset allocation divides Morningstar Alternatives' 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.
Morningstar Fundamentals
| Total Asset | 346.72 M | |||
| Annual Yield | 0.04 % | |||
| Year To Date Return | 6.20 % | |||
| One Year Return | 10.09 % | |||
| Three Year Return | 3.59 % | |||
| Five Year Return | 3.86 % | |||
| Net Asset | 173.51 M | |||
| Cash Position Weight | 19.90 % | |||
| Equity Positions Weight | 30.25 % | |||
| Bond Positions Weight | 29.48 % |
About Morningstar Alternatives Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Morningstar Alternatives's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Morningstar Alternatives using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Morningstar Alternatives 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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Morningstar Alternatives financial ratios help investors to determine whether Morningstar 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 Morningstar with respect to the benefits of owning Morningstar Alternatives security.
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