Dreyfus Balanced Opportunity Fund Total Asset
THPBX Fund | USD 25.40 0.03 0.12% |
Dreyfus Balanced Opportunity fundamentals help investors to digest information that contributes to Dreyfus Balanced's financial success or failures. It also enables traders to predict the movement of Dreyfus Mutual Fund. The fundamental analysis module provides a way to measure Dreyfus Balanced's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Dreyfus Balanced mutual fund.
Dreyfus |
Dreyfus Balanced Opportunity Mutual Fund Total Asset Analysis
Dreyfus Balanced's Total Asset is everything that a business owns. It is the sum of current and long-term assets owned by a firm at a given time. These assets are listed on a balance sheet and typically valued based on their purchasing prices, not the current market value.
Current Dreyfus Balanced Total Asset | 11.52 M |
Most of Dreyfus Balanced's fundamental indicators, such as Total Asset, 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, Dreyfus Balanced Opportunity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Total Asset is typically divided on the balance sheet on current asset and long-term asset. Long-term is the value of company property and other capital assets that are expected to be useable for more than one year. Long term assets are reported net of depreciation. On the other hand current assets are assets that are expected to be sold or converted to cash as part of normal business operation.
Competition |
Based on the latest financial disclosure, Dreyfus Balanced Opportunity has a Total Asset of 11.52 M. This is much higher than that of the BNY Mellon family and significantly higher than that of the Allocation--50% to 70% Equity category. The total asset for all United States funds is notably lower than that of the firm.
Dreyfus Total Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dreyfus Balanced's direct or indirect competition against its Total Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Dreyfus Balanced could also be used in its relative valuation, which is a method of valuing Dreyfus Balanced by comparing valuation metrics of similar companies.Dreyfus Balanced is currently under evaluation in total asset among similar funds.
Fund Asset Allocation for Dreyfus Balanced
The fund invests 58.76% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (2.48%) , cash (3.0%) and various exotic instruments.Asset allocation divides Dreyfus Balanced's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Dreyfus Fundamentals
Price To Earning | 17.59 X | ||||
Price To Book | 1.90 X | ||||
Price To Sales | 1.61 X | ||||
Total Asset | 11.52 M | ||||
Annual Yield | 0.01 % | ||||
Year To Date Return | 13.39 % | ||||
One Year Return | 19.82 % | ||||
Three Year Return | 3.78 % | ||||
Five Year Return | 7.99 % | ||||
Ten Year Return | 8.13 % | ||||
Net Asset | 279.9 M | ||||
Cash Position Weight | 3.00 % | ||||
Equity Positions Weight | 58.76 % | ||||
Bond Positions Weight | 2.48 % |
About Dreyfus Balanced Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dreyfus Balanced Opportunity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dreyfus Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dreyfus Balanced Opportunity 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.
Please read more on our fundamental analysis page.
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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 Dreyfus Mutual Fund
Dreyfus Balanced financial ratios help investors to determine whether Dreyfus 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 Dreyfus with respect to the benefits of owning Dreyfus Balanced security.
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