First National Bank of Omaha Lowers Holdings in Markel Group Inc.
DBALX Fund | USD 13.33 0.04 0.30% |
Slightly above 62% of Davenport Balanced's investor base is looking to short. The analysis of overall sentiment of trading Davenport Balanced Income mutual fund suggests that many investors are alarmed at this time. Davenport Balanced's investing sentiment can be driven by a variety of factors including economic data, Davenport Balanced's earnings reports, geopolitical events, and overall market trends.
Davenport |
First National Bank of Omaha lowered its stake in shares of Markel Group Inc. by 0.3 percent in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 8,370 shares of the insurance providers stock after selling 28 shares during the period. Markel Group comprises about
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Davenport Balanced Fundamental Analysis
We analyze Davenport Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Davenport Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Davenport Balanced 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.
Equity Positions Weight
Equity Positions Weight Comparative Analysis
Davenport Balanced is currently under evaluation in equity positions weight among similar funds. Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Davenport Balanced Income 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 Davenport Balanced mutual fund to make a market-neutral strategy. Peer analysis of Davenport Balanced could also be used in its relative valuation, which is a method of valuing Davenport Balanced by comparing valuation metrics with similar companies.
Peers
Davenport Balanced Related Equities
DAVPX | Davenport | 0.21 |
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DBUYX | Davenport Insider | 0.26 |
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DVIPX | Davenport Value | 0.36 |
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DSCPX | Davenport Small | 0.48 |
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DEOPX | Davenport Equity | 0.65 |
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Other Information on Investing in Davenport Mutual Fund
Davenport Balanced financial ratios help investors to determine whether Davenport 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 Davenport with respect to the benefits of owning Davenport Balanced security.
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