New York Municipal Fund Equity Positions Weight
New York Municipal fundamentals help investors to digest information that contributes to New York's financial success or failures. It also enables traders to predict the movement of New Mutual Fund. The fundamental analysis module provides a way to measure New York'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 New York mutual fund.
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New York Municipal Mutual Fund Equity Positions Weight Analysis
New York's 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 |
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, New York Municipal has an Equity Positions Weight of 0.0%. This is 100.0% lower than that of the PIMCO family and about the same as Muni New York Intermediate (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
New Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses New York's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of New York could also be used in its relative valuation, which is a method of valuing New York by comparing valuation metrics of similar companies.New York is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for New York
The fund consists of 94.02% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides New York'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.
New Fundamentals
| Total Asset | 679 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 2.66 % | |||
| One Year Return | 6.96 % | |||
| Three Year Return | 0.25 % | |||
| Five Year Return | 1.58 % | |||
| Ten Year Return | 3.87 % | |||
| Net Asset | 270.96 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | 5.98 % | |||
| Bond Positions Weight | 94.02 % |
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.Other Information on Investing in New Mutual Fund
New York financial ratios help investors to determine whether New 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 New with respect to the benefits of owning New York security.
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