Alger Balanced Financial Statements From 2010 to 2025
| ABLOX Fund | USD 21.79 0.13 0.60% |
Check Alger Balanced financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Alger Balanced's main balance sheet or income statement drivers, such as , as well as many indicators such as . Alger financial statements analysis is a perfect complement when working with Alger Balanced Valuation or Volatility modules.
Alger |
Alger Balanced Portfolio Mutual Fund One Year Return Analysis
Alger Balanced's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Alger Balanced One Year Return | 9.43 % |
Most of Alger Balanced's fundamental indicators, such as One Year Return, 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, Alger Balanced Portfolio is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Alger Balanced Portfolio has an One Year Return of 9.4278%. This is much higher than that of the Alger family and significantly higher than that of the Allocation--50% to 70% Equity category. The one year return for all United States funds is notably lower than that of the firm.
Alger Balanced Portfolio Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Alger Balanced's current stock value. Our valuation model uses many indicators to compare Alger Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Alger Balanced competition to find correlations between indicators driving Alger Balanced's intrinsic value. More Info.Alger Balanced Portfolio is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.26 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Alger Balanced Portfolio is roughly 3.81 . 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 Alger Balanced's earnings, one of the primary drivers of an investment's value.About Alger Balanced Financial Statements
Alger Balanced investors use historical fundamental indicators, such as Alger Balanced's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Alger Balanced. Please read more on our technical analysis and fundamental analysis pages.
The manager focuses on stocks of companies that the advisor believes demonstrate growth potential and on fixed-income securities, with emphasis on income-producing securities that appear to have potential for capital appreciation. It normally will invest at least 25 percent of its net assets in fixed-income securities and at least 25 percent of its net assets in equity securities. The fund also may invest up to 10 percent of its net assets in lower-rated securities, rated B or better by any one of those rating agencies.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Alger Mutual Fund
Alger Balanced financial ratios help investors to determine whether Alger 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 Alger with respect to the benefits of owning Alger Balanced security.
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