Balanced Fund Financial Statements From 2010 to 2024
| FOBAX Fund | USD 21.29 0.07 0.33% |
Check Balanced Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Balanced Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Balanced financial statements analysis is a perfect complement when working with Balanced Fund Valuation or Volatility modules.
Balanced |
Balanced Fund Institutional Mutual Fund Price To Sales Analysis
Balanced Fund's Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.
Current Balanced Fund Price To Sales | 2.17 X |
Most of Balanced Fund's fundamental indicators, such as Price To Sales, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Balanced Fund Institutional is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
| Competition |
Based on the latest financial disclosure, Balanced Fund Institutional has a Price To Sales of 2.17 times. This is much higher than that of the Tributary Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The price to sales for all United States funds is notably lower than that of the firm.
Balanced Fund Instit Fundamental Drivers Relationships
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. You can analyze the relationship between different fundamental ratios across Balanced Fund competition to find correlations between indicators driving Balanced Fund's intrinsic value. More Info.Balanced Fund Institutional is one of the top funds in price to earning among similar funds. It is rated # 2 fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Balanced Fund Institutional is roughly 6.57 . 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.About Balanced Fund Financial Statements
Balanced Fund investors use historical fundamental indicators, such as Balanced Fund's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Balanced Fund. Please read more on our technical analysis and fundamental analysis pages.
The funds Sub-Adviser will allocate its assets among stocks, fixed income securities, and cash equivalents. The fund will normally invest 25 percent to 75 percent of its assets in stocks and convertible securities and at least 25 percent of its total assets in fixed income securities. The fund may also invest in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalizations.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Fund security.
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