Invst LLC Grows Stock Holdings in Valvoline Inc.
| LRSRX Fund | USD 12.47 0.26 2.04% |
Slightly above 62% of Small-cap Value's investor base is looking to short. The analysis of overall sentiment of trading Small Cap Value Series mutual fund suggests that many investors are alarmed 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 |
Invst LLC boosted its holdings in Valvoline Inc. by 3.7 percent in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 15,931 shares of the basic materials companys stock after buying an additional 563 shares during the period. Invst LLCs holdings in Valvoline were worth
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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.
Price To Book
Price To Book Comparative Analysis
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
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
| ANBIX | Ab Bond | 0.57 | ||||
| DBLFX | Doubleline Core | 0.54 | ||||
| TAADX | Transamerica Bond | 0.50 | ||||
| CBOEX | Intermediate Bond | 0.40 | ||||
| MSTBX | Morningstar Defensive | 0.20 | ||||
| PRVBX | Versatile Bond | 0.09 |
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.
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