Logan Capital Management Inc. Decreases Stock Position in Merck Co., Inc.
| JABLX Fund | USD 50.76 0.67 1.30% |
Slightly above 61% of Balanced Portfolio's investor base is looking to short. The analysis of overall sentiment of trading Balanced Portfolio Institutional mutual fund suggests that many investors are alarmed at this time. Balanced Portfolio's investing sentiment can be driven by a variety of factors including economic data, Balanced Portfolio's earnings reports, geopolitical events, and overall market trends.
Balanced |
Logan Capital Management Inc. trimmed its position in shares of Merck Co., Inc. by 0.2 percent in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 163,928 shares of the companys stock after selling 308 shares during the quarter. Logan Capital Management Inc.s holdings
Read at thelincolnianonline.com
 |
Balanced Portfolio Fundamental Analysis
We analyze Balanced Portfolio's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Balanced Portfolio using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Balanced Portfolio 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.
Cash Position Weight
Cash Position Weight Comparative Analysis
Balanced Portfolio is currently under evaluation in cash position weight among similar funds. Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Balanced Portfolio 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 Portfolio mutual fund to make a market-neutral strategy. Peer analysis of Balanced Portfolio could also be used in its relative valuation, which is a method of valuing Balanced Portfolio by comparing valuation metrics with similar companies.
Peers
Balanced Portfolio Related Equities
| FNPIX | Financials Ultrasector | 0.43 | ||||
| FIKBX | Fidelity Advisor | 0.11 | ||||
| IAAEX | Transamerica Financial | 0.47 | ||||
| RMBLX | Rmb Mendon | 0.48 | ||||
| BXSL | Blackstone Secured | 1.10 | ||||
| ICFAX | Icon Financial | 2.10 | ||||
| PSSRX | Prudential Financial | 2.57 | ||||
| FIDAX | Financial Industries | 2.86 |
Other Information on Investing in Balanced Mutual Fund
Balanced Portfolio 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 Portfolio security.
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. |