Managed Account Series Fund Quote
| MSUMX Fund | USD 8.67 0.01 0.12% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Managed Account is trading at 8.67 as of the 27th of April 2024; that is 0.12 percent increase since the beginning of the trading day. The fund's open price was 8.66. Managed Account has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Managed Account Series are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of March 2024 and ending today, the 27th of April 2024. Click here to learn more.
The fund invests primarily in mortgage-backed and other mortgage-related securities. Under normal circumstances, it invests at least 80 percent of its assets in mortgage-backed securities and other mortgage-related securities that are issued by issuers located in the United States. More on Managed Account Series
Moving together with Managed Mutual Fund
| 0.73 | MKCMX | Blackrock California | PairCorr |
Managed Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Managed Account's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Managed Account or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | BlackRock Funds, Large Funds, Multisector Bond Funds, Multisector Bond, BlackRock (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 26th of August 2022 |
| Fiscal Year End | April |
Managed Account Series [MSUMX] is traded in USA and was established 27th of April 2024. Managed Account is listed under BlackRock category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of BlackRock family. This fund now has accumulated 279.9 M in assets with minimum initial investment of 2 M. Managed Account Series is currently producing year-to-date (YTD) return of 0.52% with the current yeild of 0.0%, while the total return for the last 3 years was -2.34%.
Check Managed Account Probability Of Bankruptcy
Instrument Allocation
Managed Account Target Price Odds Analysis
Based on a normal probability distribution, the odds of Managed Account jumping above the current price in 90 days from now is over 95.69%. The Managed Account Series probability density function shows the probability of Managed Account mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Managed Account has a beta of 0.231. This indicates as returns on the market go up, Managed Account average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Managed Account Series will be expected to be much smaller as well. Additionally, managed Account Series has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Managed Account to move above the current price in 90 days from now is over 95.69 (This Managed Account Series probability density function shows the probability of Managed Mutual Fund to fall within a particular range of prices over 90 days) .
Managed Account Top Holders
| SFHYX | Hundredfold Select Alternative | Mutual Fund | Tactical Allocation |
| HFSAX | Hundredfold Select Alternative | Mutual Fund | Tactical Allocation |
Managed Account Series Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Managed Account market risk premium is the additional return an investor will receive from holding Managed Account long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Managed Account. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Managed Account's alpha and beta are two of the key measurements used to evaluate Managed Account's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.2535 | |||
| Standard Deviation | 0.3358 | |||
| Variance | 0.1128 | |||
| Risk Adjusted Performance | (0.03) |
Managed Account Against Markets
Picking the right benchmark for Managed Account mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Managed Account mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Managed Account is critical whether you are bullish or bearish towards Managed Account Series at a given time. Please also check how Managed Account's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Managed Account 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.Did you try this?
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| All Next | Launch Module |
How to buy Managed Mutual Fund?
Before investing in Managed Account, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Managed Account. To buy Managed Account fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Managed Account. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Managed Account fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Managed Account Series fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Managed Account Series fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Managed Account Series, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Managed Account Series?
The danger of trading Managed Account Series is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Managed Account is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Managed Account. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Managed Account Series is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Managed Account Series. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.