Balanced Fund Class Fund Fundamentals
| SVBAX Fund | USD 30.24 0.19 0.63% |
Balanced Fund Class fundamentals help investors to digest information that contributes to Balanced Fund's financial success or failures. It also enables traders to predict the movement of Balanced Mutual Fund. The fundamental analysis module provides a way to measure Balanced Fund's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Balanced Fund mutual fund.
Balanced |
Balanced Fund Class Mutual Fund Price To Earning Analysis
Balanced Fund's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Current Balanced Fund Price To Earning | 4.91 X |
Most of Balanced Fund's fundamental indicators, such as Price To Earning, 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, Balanced Fund Class is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Balanced Fund Class has a Price To Earning of 4.91 times. This is 54.45% lower than that of the John Hancock family and significantly higher than that of the Allocation--50% to 70% Equity category. The price to earning for all United States funds is notably lower than that of the firm.
Balanced Fund Class Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Balanced Fund's current stock value. Our valuation model uses many indicators to compare Balanced Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Balanced Fund competition to find correlations between indicators driving Balanced Fund's intrinsic value. More Info.Balanced Fund Class is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.50 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Balanced Fund Class is roughly 2.00 . 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 Balanced Fund's earnings, one of the primary drivers of an investment's value.Balanced Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Balanced Fund's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Balanced Fund could also be used in its relative valuation, which is a method of valuing Balanced Fund by comparing valuation metrics of similar companies.Balanced Fund is currently under evaluation in price to earning among similar funds.
Fund Asset Allocation for Balanced Fund
The fund invests 57.85% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (3.23%) , cash (2.89%) and various exotic instruments.Asset allocation divides Balanced Fund'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.
Balanced Fundamentals
| Price To Earning | 4.91 X | ||||
| Price To Book | 2.46 X | ||||
| Price To Sales | 1.69 X | ||||
| Total Asset | 2.7 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 15.65 % | ||||
| One Year Return | 20.03 % | ||||
| Three Year Return | 5.39 % | ||||
| Five Year Return | 9.24 % | ||||
| Ten Year Return | 8.41 % | ||||
| Net Asset | 4.36 B | ||||
| Last Dividend Paid | 0.06 | ||||
| Cash Position Weight | 2.89 % | ||||
| Equity Positions Weight | 57.85 % | ||||
| Bond Positions Weight | 3.23 % |
About Balanced Fund Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Balanced Fund Class's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Balanced Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Balanced Fund 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.Under normal market conditions, the fund invests at least 25 percent of assets in equity securities and at least 25 percent of assets in senior debt securities. The fund allocates its investments among a diversified mix of debt and equity securities, including securities of other investment companies that invest in debt and equity securities.
Also Currently Popular
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 Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Fund security.
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