Wellington Shields All Cap Fund Analysis

Wellington Mutual Fund Analysis Notes

The fund generated five year return of 11.0%. Wellington Shields All keeps 97.95% of net assets in stocks. Large Blend For more information please call the company at 888-626-3863.

Wellington Shields All Investment Alerts

Top Wellington Shields All Cap Mutual Fund Constituents

Technical Drivers

As of the 3rd of December, Wellington Shields maintains the Mean Deviation of 0.6379, downside deviation of 0.8899, and Market Risk Adjusted Performance of 0.1784. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wellington Shields All Cap, as well as the relationship between them.

Wellington Shields All Price Movement Analysis

Wellington Shields Predictive Daily Indicators

Wellington Shields Forecast Models

Wellington Shields' time-series forecasting models are one of many Wellington Shields' mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Wellington Shields' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Wellington Shields prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Wellington shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Wellington Shields. By using and applying Wellington Mutual Fund analysis, traders can create a robust methodology for identifying Wellington entry and exit points for their positions.

Wellington Shields financial ratios help investors to determine whether Wellington 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 Wellington with respect to the benefits of owning Wellington Shields security.