2033 17 percent CAGR 878 2
| JBAFX Fund | USD 29.69 0.05 0.17% |
Slightly above 55% of Balanced Fund's investor base is interested to short. The analysis of overall sentiment of trading Balanced Fund Class 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 |
2033 17 percent CAGR 878 2
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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.
Year To Date Return
Year To Date Return Comparative Analysis
Balanced Fund is currently under evaluation in year to date return among similar funds. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Balanced Fund Class 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
| MFTFX | Arrow Managed | 1.58 | ||||
| ACWDX | Aston/crosswind Small | 0.05 | ||||
| MSSGX | Small Pany | 1.07 |
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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