Optimum Fundamentals

OCFIX
 Fund
  

USD 8.67  0.03  0.35%   

Optimum Fixed Income fundamentals help investors to digest information that contributes to Optimum Fixed's financial success or failures. It also enables traders to predict the movement of Optimum Mutual Fund. The fundamental analysis module provides a way to measure Optimum Fixed'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 Optimum Fixed mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Optimum Price to Book Analysis

Optimum Fixed's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
P/B 
 = 
MV Per Share 
BV Per Share 
More About Price to Book | All Equity Analysis

Current Optimum Fixed Price to Book

    
  1.14 X  
Most of Optimum Fixed's fundamental indicators, such as Price to Book, 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, Optimum Fixed Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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Optimum Fixed Price to Book Component Assessment

Based on the latest financial disclosure, the price to book indicator of Optimum Fixed Income is roughly 1.14 times. This is 61.87% lower than that of the Category family and significantly higher than that of the Family category. The price to book for all United States funds is notably lower than that of the firm.

Optimum Fixed Income Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Optimum Fixed's current stock value. Our valuation model uses many indicators to compare Optimum Fixed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Optimum Fixed competition to find correlations between indicators driving Optimum Fixed's intrinsic value. More Info.
Optimum Fixed Income is number one fund in minimum initial investment among similar funds. It is regarded second largest fund in three year return among similar funds . The ratio of Minimum Initial Investment to Three Year Return for Optimum Fixed Income is about  287.36 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Optimum Fixed by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Optimum Fixed's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Optimum Fixed's earnings, one of the primary drivers of an investment's value.

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Fund Asset Allocation for Optimum Fixed

The fund consists of 91.48% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.
   Value   
       Instrument Type  

Optimum Fundamentals

About Optimum Fixed Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Optimum Fixed Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Optimum Fixed using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Optimum Fixed Income 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 investment seeks a high level of income and may also seek growth of capital. Optimum Fixed is traded on NASDAQ Exchange in the United States.

Optimum Fixed Investors Sentiment

The influence of Optimum Fixed's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Optimum. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Optimum Fixed in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Optimum Fixed's short interest history, or implied volatility extrapolated from Optimum Fixed options trading.

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Optimum Fixed Income using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Please check Optimum Fixed Piotroski F Score and Optimum Fixed Altman Z Score analysis. Note that the Optimum Fixed Income information on this page should be used as a complementary analysis to other Optimum Fixed's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Content Syndication module to quickly integrate customizable finance content to your own investment portal.

Complementary Tools for Optimum Mutual Fund analysis

When running Optimum Fixed Income price analysis, check to measure Optimum Fixed's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Optimum Fixed is operating at the current time. Most of Optimum Fixed's value examination focuses on studying past and present price action to predict the probability of Optimum Fixed's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Optimum Fixed's price. Additionally, you may evaluate how the addition of Optimum Fixed to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Optimum Fixed's value and its price as these two are different measures arrived at by different means. Investors typically determine Optimum Fixed value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Optimum Fixed's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.