Conservative Balanced Financials
| LUNAX Fund | USD 11.10 0.02 0.18% |
Conservative |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Conservative Balanced Fund Summary
Conservative Balanced competes with International Investors, Vy Goldman, Fidelity Advisor, First Eagle, and Gabelli Gold. The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.Specialization | Allocation--30% to 50% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Saratoga Advantage Trust |
| Mutual Fund Family | Saratoga |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 807 3863 |
| Currency | USD - US Dollar |
Conservative Balanced Key Financial Ratios
Conservative Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Conservative Balanced's current stock value. Our valuation model uses many indicators to compare Conservative Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Conservative Balanced competition to find correlations between indicators driving Conservative Balanced's intrinsic value. More Info.Conservative Balanced Allocation is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 30.94 of Year To Date Return per Annual Yield. 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 Conservative Balanced's earnings, one of the primary drivers of an investment's value.Conservative Balanced Systematic Risk
Conservative Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Conservative Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Conservative Balanced correlated with the market. If Beta is less than 0 Conservative Balanced generally moves in the opposite direction as compared to the market. If Conservative Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Conservative Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Conservative Balanced is generally in the same direction as the market. If Beta > 1 Conservative Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Conservative Balanced Thematic Clasifications
Conservative Balanced Allocation is part of Conservative Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with low risk and low expected return. Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation
This theme covers Funds with low risk and low expected return. Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. Get More Thematic Ideas
Conservative Balanced Allocation is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--30% to 50% Equity category is currently estimated at about 4.93 Billion. Conservative Balanced adds roughly 2.2 Million in net asset claiming only tiny portion of funds in Allocation--30% to 50% Equity category.| Conservative Funds | View |
Conservative Balanced January 10, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Conservative Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Conservative Balanced Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Conservative Balanced Allocation based on widely used predictive technical indicators. In general, we focus on analyzing Conservative Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Conservative Balanced's daily price indicators and compare them against related drivers.
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 2.4 | |||
| Value At Risk | (0.62) | |||
| Potential Upside | 0.7048 |
Other Information on Investing in Conservative Mutual Fund
Conservative Balanced financial ratios help investors to determine whether Conservative 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 Conservative with respect to the benefits of owning Conservative Balanced security.
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