Balanced Fund Bond Positions Weight vs. Price To Book
| WBALX Fund | USD 17.12 0.66 3.71% |
For Balanced Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Balanced Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Balanced Fund Balanced utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Balanced Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Balanced Fund Balanced over time as well as its relative position and ranking within its peers.
Balanced |
Balanced Fund Balanced Price To Book vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Balanced Fund's current stock value. Our valuation model uses many indicators to compare Balanced Fund value to that of its competitors to determine the firm's financial worth. Balanced Fund Balanced is presently regarded as number one fund in bond positions weight among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 16.13 of Price To Book per Bond Positions Weight. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Balanced Fund's earnings, one of the primary drivers of an investment's value.Balanced Price To Book vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Balanced Fund |
| = | 0.15 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Balanced Fund |
| = | 2.42 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Balanced Price To Book Comparison
Balanced Fund is currently under evaluation in price to book among similar funds.
Balanced Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Balanced Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Balanced Fund will eventually generate negative long term returns. The profitability progress is the general direction of Balanced Fund's change in net profit over the period of time. It can combine multiple indicators of Balanced Fund, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests primarily in a portfolio of equity and debt securities. It normally invests at least 25 percent of its total assets in equity securities, such as common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. The fund will invest at least 25 percent of its total assets in investment-grade debt securities such as U.S. government securities, corporate debt securities, other mortgage-backed securities and asset-backed securities.
Balanced Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Balanced Fund. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Balanced Fund position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Balanced Fund's important profitability drivers and their relationship over time.
Use Balanced Fund in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Balanced Fund position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Balanced Fund will appreciate offsetting losses from the drop in the long position's value.Balanced Fund Pair Trading
Balanced Fund Balanced Pair Trading Analysis
The ability to find closely correlated positions to Balanced Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Balanced Fund when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Balanced Fund - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Balanced Fund Balanced to buy it.
The correlation of Balanced Fund is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Balanced Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Balanced Fund Balanced moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Balanced Fund can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Balanced Fund position
In addition to having Balanced Fund in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Aircraft Thematic Idea Now
Aircraft
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Aircraft theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Aircraft Theme or any other thematic opportunities.
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Other Information on Investing in Balanced Mutual Fund
To fully project Balanced Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Balanced Fund Balanced at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Balanced Fund's income statement, its balance sheet, and the statement of cash flows.
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