Optimum Bond Positions Weight

OCFIX
 Fund
  

USD 8.12  0.05  0.61%   

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 Bond Positions Weight Analysis

Optimum Fixed's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
More About Bond Positions Weight | All Equity Analysis

Current Optimum Fixed Bond Positions Weight

    
  91.48 %  
Most of Optimum Fixed's fundamental indicators, such as Bond 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, Optimum Fixed Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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Optimum Fixed Bond Positions Weight Component Assessment

In accordance with the recently published financial statements, Optimum Fixed Income has a Bond Positions Weight of 91%. This is much higher than that of the Category family and significantly higher than that of the Family category. The bond positions weight for all United States funds is notably lower than that of the firm.

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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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Optimum Fixed without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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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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By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check Optimum Fixed Piotroski F Score and Optimum Fixed Altman Z Score analysis. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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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.