Axxcess Wealth Management LLC Trims Position in Altria Group, Inc.
| FIJCX Fund | USD 96.65 0.91 0.95% |
Slightly above 51% of Consumer Staples' investor base is interested to short. The analysis of overall sentiment of trading Consumer Staples Portfolio mutual fund suggests that many investors are impartial at this time. Consumer Staples' investing sentiment can be driven by a variety of factors including economic data, Consumer Staples' earnings reports, geopolitical events, and overall market trends.
Consumer |
Axxcess Wealth Management LLC reduced its holdings in Altria Group, Inc. by 16.4 percent during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission . The fund owned 52,701 shares of the companys stock after selling 10,309 shares during the period. Axxcess Wealth Management LLCs holdings
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Consumer Staples Fundamental Analysis
We analyze Consumer Staples' financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Consumer Staples using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Consumer Staples 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
Consumer Staples 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.
Consumer Staples Por 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 Consumer Staples mutual fund to make a market-neutral strategy. Peer analysis of Consumer Staples could also be used in its relative valuation, which is a method of valuing Consumer Staples by comparing valuation metrics with similar companies.
Peers
Consumer Staples Related Equities
| DAHYX | Dunham High | 0.23 | ||||
| JHYZX | Jpmorgan High | 0.15 | ||||
| NMHYX | Multi Manager | 0.12 | ||||
| ARTFX | Artisan High | 0.11 | ||||
| PKHIX | Ppm High | 0.11 |
Other Information on Investing in Consumer Mutual Fund
Consumer Staples financial ratios help investors to determine whether Consumer 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 Consumer with respect to the benefits of owning Consumer Staples security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |