iA Global Asset Management Inc. Cuts Stock Position in UnitedHealth Group Incorporated
| RPFCX Fund | USD 64.12 0.43 0.67% |
Slightly above 61% of Davis Appreciation's investor base is looking to short. The analysis of overall sentiment of trading Davis Appreciation Income mutual fund suggests that many investors are alarmed at this time. Davis Appreciation's investing sentiment can be driven by a variety of factors including economic data, Davis Appreciation's earnings reports, geopolitical events, and overall market trends.
Davis |
iA Global Asset Management Inc. decreased its holdings in UnitedHealth Group Incorporated by 64.6 percent in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 170,448 shares of the healthcare conglomerates stock after selling 310,518 shares during the period. UnitedHealth Group makes up about
Read at thelincolnianonline.com
 |
Davis Appreciation Fundamental Analysis
We analyze Davis Appreciation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Davis Appreciation using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Davis Appreciation 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
Davis Appreciation is rated below average 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.
Davis Appreciation Income 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 Davis Appreciation mutual fund to make a market-neutral strategy. Peer analysis of Davis Appreciation could also be used in its relative valuation, which is a method of valuing Davis Appreciation by comparing valuation metrics with similar companies.
Peers
Davis Appreciation Related Equities
| RPFRX | Davis Real | 0.02 |
| ||
| DILCX | Davis International | 0.08 |
| ||
| RFBAX | Davis Government | 0.20 |
| ||
| DNVYX | Davis New | 0.41 |
| ||
| DREYX | Davis Real | 0.53 |
| ||
| DILAX | Davis International | 0.57 |
| ||
| DILYX | Davis International | 0.57 |
| ||
| RPFGX | Davis Financial | 0.65 |
| ||
| RPFCX | Davis Appreciation | 0.67 |
| ||
| RPEAX | Davis Opportunity | 0.97 |
|
Other Information on Investing in Davis Mutual Fund
Davis Appreciation financial ratios help investors to determine whether Davis 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 Davis with respect to the benefits of owning Davis Appreciation security.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |