Disposition of 17544 shares by Van Wagener Brian of Veeva Systems at 185.74 subject to Rule 16b-3
ATHAX Fund | USD 21.03 0.28 1.35% |
Slightly above 51% of Heritage Fund's investors are presently thinking to get in. The analysis of overall sentiment of trading Heritage Fund A mutual fund suggests that some investors are interested at this time. Heritage Fund's investing sentiment can be driven by a variety of factors including economic data, Heritage Fund's earnings reports, geopolitical events, and overall market trends.
Heritage |
Filed transaction by Veeva Systems Class Officer: Chief Financial Officer. Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
Read at finance.yahoo.com
Heritage Fund Fundamental Analysis
We analyze Heritage Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Heritage Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Heritage Fund 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.
Net Asset
Net Asset Comparative Analysis
Heritage Fund is currently under evaluation in net asset among similar funds. Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Heritage Fund A 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 Heritage Fund mutual fund to make a market-neutral strategy. Peer analysis of Heritage Fund could also be used in its relative valuation, which is a method of valuing Heritage Fund by comparing valuation metrics with similar companies.
Peers
Heritage Fund Related Equities
AMKIX | Emerging Markets | 1.40 | ||||
AMGIX | Income Growth | 0.74 | ||||
ADVYX | Diversified Bond | 0.22 | ||||
ADRVX | Diversified Bond | 0.22 | ||||
ADSIX | Disciplined Growth | 0.13 | ||||
ADVRX | Diversified Bond | 0.11 | ||||
ADRRX | Disciplined Growth | 0.1 | ||||
AMDVX | Mid Cap | 0.37 | ||||
AMEIX | Equity Growth | 0.49 |
Other Information on Investing in Heritage Mutual Fund
Heritage Fund financial ratios help investors to determine whether Heritage 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 Heritage with respect to the benefits of owning Heritage Fund security.
Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |