Cleartrack 2020 Class Fund Holdings Turnover
| TCSUXDelisted Fund | USD 0.43 0.00 0.00% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Cleartrack 2020's long-term financial health and intrinsic value.
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Cleartrack 2020 Class Mutual Fund Holdings Turnover Analysis
Cleartrack 2020's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
CompetitionAccording to the company disclosure, Cleartrack 2020 Class has a Holdings Turnover of 0.0%. This is 100.0% lower than that of the Transamerica family and about the same as Target-Date 2020 (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Cleartrack 2020
The fund invests 39.08% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (8.95%) , cash (4.67%) and various exotic instruments.Asset allocation divides Cleartrack 2020'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.
Cleartrack Fundamentals
| Total Asset | 29.35 M | |||
| Annual Yield | 19.23 % | |||
| Year To Date Return | 12.79 % | |||
| One Year Return | 12.79 % | |||
| Three Year Return | 2.63 % | |||
| Five Year Return | 2.28 % | |||
| Net Asset | 64.51 M | |||
| Cash Position Weight | 4.67 % | |||
| Equity Positions Weight | 39.08 % | |||
| Bond Positions Weight | 8.95 % |
About Cleartrack 2020 Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Cleartrack 2020 Class's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Cleartrack 2020 using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Cleartrack 2020 Class 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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Other Consideration for investing in Cleartrack Mutual Fund
If you are still planning to invest in Cleartrack 2020 Class 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 Cleartrack 2020's history and understand the potential risks before investing.
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