Disposition of 20 shares by Lori Beer of JPMorgan Chase at 182.7438 subject to Rule 16b-3
| CNPAX Fund | USD 65.99 0.42 0.63% |
Slightly above 62% of New Perspective's investor base is looking to short. The analysis of overall sentiment of trading New Perspective Fund mutual fund suggests that many investors are alarmed at this time. New Perspective's investing sentiment can be driven by a variety of factors including economic data, New Perspective's earnings reports, geopolitical events, and overall market trends.
New |
Filed transaction by JPMorgan Chase Co Officer: Chief Information Officer. Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
Read at thelincolnianonline.com
 |
New Perspective Fundamental Analysis
We analyze New Perspective's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of New Perspective using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of New Perspective 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.
Ten Year Return
Ten Year Return Comparative Analysis
New Perspective is currently under evaluation in ten year return among similar funds. Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
New Perspective 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 New Perspective mutual fund to make a market-neutral strategy. Peer analysis of New Perspective could also be used in its relative valuation, which is a method of valuing New Perspective by comparing valuation metrics with similar companies.
Peers
New Perspective Related Equities
| MSTPX | Morningstar Municipal | 0.1 | ||||
| TMNIX | Counterpoint Tactical | 0.09 | ||||
| PRINX | T Rowe | 0.09 | ||||
| FYMNX | Nuveen Minnesota | 0.09 | ||||
| OKMUX | Oklahoma Municipal | 0.09 | ||||
| PRFHX | T Rowe | 0.18 |
Other Information on Investing in New Mutual Fund
New Perspective financial ratios help investors to determine whether New 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 New with respect to the benefits of owning New Perspective security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |