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| WMBFX Fund | USD 10.27 0.04 0.39% |
Slightly above 54% of Wealthbuilder Moderate's investor base is interested to short. The analysis of overall sentiment of trading Wealthbuilder Moderate Balanced mutual fund suggests that many investors are impartial at this time. Wealthbuilder Moderate's investing sentiment can be driven by a variety of factors including economic data, Wealthbuilder Moderate's earnings reports, geopolitical events, and overall market trends.
Wealthbuilder |
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Wealthbuilder Moderate Fundamental Analysis
We analyze Wealthbuilder Moderate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wealthbuilder Moderate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wealthbuilder Moderate 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
Wealthbuilder Moderate 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.
Wealthbuilder Moderate 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 Wealthbuilder Moderate mutual fund to make a market-neutral strategy. Peer analysis of Wealthbuilder Moderate could also be used in its relative valuation, which is a method of valuing Wealthbuilder Moderate by comparing valuation metrics with similar companies.
Peers
Wealthbuilder Moderate Related Equities
| 444859BR2 | HUMANA | 2.08 | ||||
| VIASP | Via Renewables | 0.65 | ||||
| LBHIX | Thrivent High | 0.24 | ||||
| ABHYX | High-yield Municipal | 0.23 | ||||
| MSTSX | Morningstar Unconstrained | 0.19 | ||||
| HBLIX | The Hartford | 0.35 | ||||
| VWIAX | Vanguard Wellesley | 0.36 | ||||
| BRRAY | Barloworld | 14.19 |
Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Moderate financial ratios help investors to determine whether Wealthbuilder 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 Wealthbuilder with respect to the benefits of owning Wealthbuilder Moderate security.
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| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |