For the 14th year in a row, the SP 500 did better than the majority of actively managed U.S. large-cap stock funds - Morningstar
USA Fund | USD 7.30 0.01 0.14% |
About 55% of Liberty All's investor base is interested to short. The analysis of overall sentiment of trading Liberty All Star fund suggests that many investors are impartial at this time. The current market sentiment, together with Liberty All's historical and current headlines, can help investors time the market. In addition, many technical investors use Liberty All Star fund news signals to limit their universe of possible portfolio assets.
Liberty |
For the 14th year in a row, the SP 500 did better than the majority of actively managed U.S. large-cap stock funds Morningstar
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Liberty All Fundamental Analysis
We analyze Liberty All's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Liberty All using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Liberty All based on its fundamental data. In general, a quantitative approach, as applied to this 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.
Current Valuation
Current Valuation Comparative Analysis
Liberty All is currently under evaluation in current valuation among similar funds. Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Liberty All Star 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 Liberty All fund to make a market-neutral strategy. Peer analysis of Liberty All could also be used in its relative valuation, which is a method of valuing Liberty All by comparing valuation metrics with similar companies.
Peers
Liberty All Related Equities
AIO | Virtus Allianzgi | 0.90 | ||||
RVT | Royce Value | 0.84 | ||||
BST | BlackRock Science | 0.46 | ||||
NBXG | Neuberger Berman | 0.45 | ||||
HTGC | Hercules Capital | 0.32 | ||||
RNP | Cohen Steers | 0.26 | ||||
DSL | Doubleline Income | 0.08 | ||||
ADX | Adams Diversified | 0.1 | ||||
DLY | Doubleline Yield | 0.18 | ||||
TSLX | Sixth Street | 0.19 | ||||
BSTZ | BlackRock Science | 0.19 | ||||
UTF | Cohen | 0.69 | ||||
TRIN | Trinity Capital | 0.69 | ||||
CGBD | Carlyle Secured | 0.75 | ||||
UTG | Reaves Utility | 0.77 | ||||
HGLB | Highland Global | 0.78 | ||||
TCPC | BlackRock TCP | 1.18 | ||||
RFI | Cohen Steers | 1.44 |
Other Information on Investing in Liberty Fund
Liberty All financial ratios help investors to determine whether Liberty 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 Liberty with respect to the benefits of owning Liberty All security.
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