Fidelity aims to convert 13.2bn in mutual funds to ETFs - Financial Times
LRSFX Fund | USD 16.07 0.26 1.64% |
Slightly above 53% of Small-cap Value's investors are presently thinking to get in. The analysis of overall sentiment of trading Small Cap Value Series mutual fund suggests that some investors are interested at this time. Small-cap Value's investing sentiment can be driven by a variety of factors including economic data, Small-cap Value's earnings reports, geopolitical events, and overall market trends.
Small-cap |
Fidelity aims to convert 13.2bn in mutual funds to ETFs Financial Times
Read at news.google.com
Small-cap Value Fundamental Analysis
We analyze Small-cap Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Small-cap Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Small-cap Value 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
Small Cap 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.
Small Cap Value 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 Small-cap Value mutual fund to make a market-neutral strategy. Peer analysis of Small-cap Value could also be used in its relative valuation, which is a method of valuing Small-cap Value by comparing valuation metrics with similar companies.
Peers
Small-cap Value Related Equities
LFSFX | Lord Abbett | 1.64 | ||||
ELMCX | Lord Abbett | 0.78 | ||||
ELMFX | Lord Abbett | 0.77 | ||||
LOMGX | Lord Abbett | 0.55 | ||||
LOLDX | Lord Abbett | 0.26 | ||||
LFRAX | Floating Rate | 0.12 | ||||
LFRFX | Floating Rate | 0.12 | ||||
LFRRX | Lord Abbett | 0.00 | ||||
LFRIX | Floating Rate | 0.00 |
Other Information on Investing in Small-cap Mutual Fund
Small-cap Value financial ratios help investors to determine whether Small-cap 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 Small-cap with respect to the benefits of owning Small-cap Value security.
Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |