iShares 3-7 Year Treasury Bond ETF Shares Bought by Napa Wealth Management
| FLDFX Fund | USD 12.70 0.08 0.63% |
Slightly above 54% of Balanced Fund's investor base is interested to short. The analysis of overall sentiment of trading Balanced Fund Retail mutual fund suggests that many investors are impartial at this time. Balanced Fund's investing sentiment can be driven by a variety of factors including economic data, Balanced Fund's earnings reports, geopolitical events, and overall market trends.
Balanced |
Napa Wealth Management increased its holdings in iShares 3-7 Year Treasury Bond ETF by 28.8 percent in the third quarter, HoldingsChannel.com reports. The institutional investor owned 10,043 shares of the companys stock after purchasing an additional 2,245 shares during the quarter. Napa Wealth Managements holdings in iShares 3-7 Year Treasury Bond ETF
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Balanced Fund Fundamental Analysis
We analyze Balanced Fund'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 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
Balanced Fund 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.
Balanced Fund Retail 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 Balanced Fund mutual fund to make a market-neutral strategy. 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 with similar companies.
Peers
Balanced Fund Related Equities
| FLMFX | Muirfield Fund | 0.86 | ||||
| FLCGX | Quantex Fund | 0.81 | ||||
| FLSPX | Spectrum Fund | 0.73 | ||||
| FLDGX | Dynamic Growth | 0.73 | ||||
| FLRUX | Infrastructure Fund | 0.26 |
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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