1290 Vertible Securities Fund Three Year Return
1290 Vertible Securities fundamentals help investors to digest information that contributes to 1290 Vertible's financial success or failures. It also enables traders to predict the movement of 1290 Mutual Fund. The fundamental analysis module provides a way to measure 1290 Vertible'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 1290 Vertible mutual fund.
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1290 Vertible Securities Mutual Fund Three Year Return Analysis
1290 Vertible's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current 1290 Vertible Three Year Return | 9.42 % |
Most of 1290 Vertible's fundamental indicators, such as Three Year 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, 1290 Vertible Securities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, 1290 Vertible Securities has a Three Year Return of 9.42%. This is much higher than that of the 1290 Funds family and significantly higher than that of the Convertibles category. The three year return for all United States funds is notably lower than that of the firm.
1290 Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses 1290 Vertible's direct or indirect competition against its Three Year 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 1290 Vertible could also be used in its relative valuation, which is a method of valuing 1290 Vertible by comparing valuation metrics of similar companies.1290 Vertible is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for 1290 Vertible
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks, cash and bonds.Asset allocation divides 1290 Vertible'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.
1290 Fundamentals
| Price To Earning | 4.29 X | |||
| Total Asset | 27.5 M | |||
| One Year Return | 16.29 % | |||
| Three Year Return | 9.42 % | |||
| Net Asset | 27.5 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | 2.41 % | |||
| Equity Positions Weight | 3.52 % | |||
| Bond Positions Weight | 1.06 % |
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 World Market Map 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 ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Other Consideration for investing in 1290 Mutual Fund
If you are still planning to invest in 1290 Vertible Securities 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 1290 Vertible's history and understand the potential risks before investing.
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