Oppenheimer Co. Inc. Trims Stock Position in Kimberly-Clark Co.
| CFVLX Fund | USD 32.20 0.21 0.66% |
Slightly above 53% of The Value's investor base is interested to short. The analysis of overall sentiment of trading The Value Fund mutual fund suggests that many investors are impartial at this time. The Value's investing sentiment can be driven by a variety of factors including economic data, The Value's earnings reports, geopolitical events, and overall market trends.
The |
Oppenheimer Co. Inc. trimmed its holdings in Kimberly-Clark Co. by 1.5 percent in the 3rd quarter, HoldingsChannel reports. The fund owned 18,941 shares of the companys stock after selling 290 shares during the quarter. Oppenheimer Co. Inc.s holdings in Kimberly-Clark were worth 2,695,000 at the end of the most recent
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The Value Fundamental Analysis
We analyze The Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of The Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of The Value 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.
Five Year Return
Five Year Return Comparative Analysis
Value Fund is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Value Fund 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 The Value mutual fund to make a market-neutral strategy. Peer analysis of The Value could also be used in its relative valuation, which is a method of valuing The Value by comparing valuation metrics with similar companies.
Peers
The Value Related Equities
| GLFOX | Lazard Global | 1.03 | ||||
| CFAGX | Midcap Growth | 0.89 | ||||
| CFGRX | The Growth | 0.55 | ||||
| CHDEX | Cullen High | 0.52 | ||||
| CFBNX | Bond Fund | 0.06 |
Other Information on Investing in The Mutual Fund
The Value financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Value security.
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