Federated Total Return Fund Bond Positions Weight
| FTRGX Fund | USD 9.44 0.01 0.11% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Federated Total's long-term financial health and intrinsic value.
Federated |
Federated Total Return Mutual Fund Bond Positions Weight Analysis
Federated Total's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Federated Total Bond Positions Weight | 95.03 % |
Most of Federated Total'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, Federated Total Return 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.
| Competition |
In accordance with the recently published financial statements, Federated Total Return has a Bond Positions Weight of 95%. This is 90.06% higher than that of the Federated family and significantly higher than that of the Intermediate Government category. The bond positions weight for all United States funds is notably lower than that of the firm.
Federated Bond Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Federated Total's direct or indirect competition against its Bond 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 Federated Total could also be used in its relative valuation, which is a method of valuing Federated Total by comparing valuation metrics of similar companies.Federated Total is currently under evaluation in bond positions weight among similar funds.
Fund Asset Allocation for Federated Total
The fund consists of 95.03% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Federated Total'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.
Federated Fundamentals
| Total Asset | 112.13 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 2.93 % | ||||
| One Year Return | 3.16 % | ||||
| Three Year Return | 0.50 % | ||||
| Five Year Return | (1.86) % | ||||
| Ten Year Return | 3.29 % | ||||
| Net Asset | 178.25 M | ||||
| Minimum Initial Investment | 1000 K | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 4.97 % | ||||
| Bond Positions Weight | 95.03 % |
About Federated Total Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Federated Total Return's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Federated Total using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Federated Total Return 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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Federated Total financial ratios help investors to determine whether Federated 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 Federated with respect to the benefits of owning Federated Total security.
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