SCH Financial Advisors Inc. Buys 36,209 Shares of Avantis U.S. Equity ETF
| AACRX Fund | USD 5.47 0.04 0.74% |
Slightly above 52% of Strategic Allocation's investor base is interested to short. The analysis of overall sentiment of trading Strategic Allocation Servative mutual fund suggests that many investors are impartial at this time. Strategic Allocation's investing sentiment can be driven by a variety of factors including economic data, Strategic Allocation's earnings reports, geopolitical events, and overall market trends.
Strategic |
SCH Financial Advisors Inc. boosted its position in Avantis U.S. Equity ETF by 6.6 percent in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 587,129 shares of the companys stock after acquiring an additional 36,209 shares during the period. Avantis U.S. Equity ETF comprises approximately
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Strategic Allocation Fundamental Analysis
We analyze Strategic Allocation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Strategic Allocation using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Strategic Allocation 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.
Minimum Initial Investment
Minimum Initial Investment Comparative Analysis
Strategic Allocation is currently under evaluation in minimum initial investment among similar funds. Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Strategic Allocation Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Strategic Allocation mutual fund to make a market-neutral strategy. Peer analysis of Strategic Allocation could also be used in its relative valuation, which is a method of valuing Strategic Allocation by comparing valuation metrics with similar companies.
Peers
Strategic Allocation Related Equities
| TWCCX | Ultra Fund | 1.37 | ||||
| TWCAX | Select Fund | 1.13 | ||||
| TWCIX | Select Fund | 1.13 | ||||
| AMDVX | Mid Cap | 1.13 | ||||
| TWADX | Value Fund | 1.01 | ||||
| AMEIX | Equity Growth | 0.87 | ||||
| AMGIX | Income Growth | 0.51 | ||||
| AMKIX | Emerging Markets | 0.17 | ||||
| TWACX | Short-term Government | 0.11 | ||||
| CDBCX | Diversified Bond | 0.11 |
Other Information on Investing in Strategic Mutual Fund
Strategic Allocation financial ratios help investors to determine whether Strategic 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 Strategic with respect to the benefits of owning Strategic Allocation security.
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