Wells Fargo cuts Blackstone Secured Lending stock to Equal Weight
| MSTBX Fund | USD 9.66 0.01 0.10% |
Slightly above 62% of Morningstar Defensive's investor base is looking to short. The analysis of overall sentiment of trading Morningstar Defensive Bond mutual fund suggests that many investors are alarmed at this time. Morningstar Defensive's investing sentiment can be driven by a variety of factors including economic data, Morningstar Defensive's earnings reports, geopolitical events, and overall market trends.
Morningstar |
Wells Fargo cuts Blackstone Secured Lending stock to Equal Weight
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Morningstar Defensive Fundamental Analysis
We analyze Morningstar Defensive's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Morningstar Defensive using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Morningstar Defensive 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.
One Year Return
One Year Return Comparative Analysis
Morningstar Defensive is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Morningstar Defensive 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 Morningstar Defensive mutual fund to make a market-neutral strategy. Peer analysis of Morningstar Defensive could also be used in its relative valuation, which is a method of valuing Morningstar Defensive by comparing valuation metrics with similar companies.
Peers
Morningstar Defensive Related Equities
| ITYYX | Invesco Technology | 2.36 | ||||
| FIKHX | Fidelity Advisor | 2.12 | ||||
| USSCX | Science Technology | 2.09 | ||||
| VITAX | Vanguard Information | 1.84 | ||||
| CMTFX | Columbia Global | 1.83 | ||||
| JGLTX | Global Technology | 1.65 | ||||
| JAGTX | Janus Global | 1.64 | ||||
| DTEYX | Dreyfus Technology | 1.57 |
Other Information on Investing in Morningstar Mutual Fund
Morningstar Defensive financial ratios help investors to determine whether Morningstar 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 Morningstar with respect to the benefits of owning Morningstar Defensive security.
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