Financial Counselors Inc. Purchases 145 Shares of CME Group Inc.
| CNPAX Fund | USD 65.58 0.39 0.60% |
Slightly above 52% of New Perspective's investor base is interested to short. The analysis of overall sentiment of trading New Perspective Fund mutual fund suggests that many investors are impartial 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 |
Financial Counselors Inc. grew its position in shares of CME Group Inc. by 3.3 percent during the third quarter, according to its most recent filing with the Securities and Exchange Commission . The fund owned 4,597 shares of the financial services providers stock after buying an additional 145 shares during the period.
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
| NPFFX | New Perspective | 0.61 | ||||
| NWFFX | New World | 0.56 | ||||
| AICFX | Investment | 0.30 | ||||
| SCWFX | Smallcap World | 0.17 | ||||
| WSHFX | Washington Mutual | 0.00 |
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.
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |