iShares Core U.S. Aggregate Bond ETF Shares Acquired by Prospera Financial Services Inc
| 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 |
Prospera Financial Services Inc raised its stake in iShares Core U.S. Aggregate Bond ETF by 13.5 percent during the 3rd quarter, according to its most recent Form 13F filing with the Securities Exchange Commission. The fund owned 168,007 shares of the companys stock after purchasing an additional 20,022 shares during the
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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.
Year To Date Return
Year To Date Return Comparative Analysis
Wealthbuilder Moderate is currently under evaluation 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.
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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