SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Holdings Lowered by L.M. Kohn Company
FIVUX Fund | USD 39.93 0.31 0.77% |
Slightly above 62% of First Investors' investor base is looking to short. The analysis of overall sentiment of trading First Investors Opportunity mutual fund suggests that many investors are alarmed at this time. First Investors' investing sentiment can be driven by a variety of factors including economic data, First Investors' earnings reports, geopolitical events, and overall market trends.
First |
L.M. Kohn Company trimmed its holdings in SPDR Bloomberg Barclays 1-3 Month T-Bill ETF by 27.9 percent in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 74,232 shares of the companys stock after selling 28,767 shares during the quarter. SPDR Bloomberg
Read at thelincolnianonline.com
First Investors Fundamental Analysis
We analyze First Investors' financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of First Investors using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of First Investors 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.
Three Year Return
Three Year Return Comparative Analysis
First Investors is currently under evaluation in three year return among similar funds. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
First Investors Oppo 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 First Investors mutual fund to make a market-neutral strategy. Peer analysis of First Investors could also be used in its relative valuation, which is a method of valuing First Investors by comparing valuation metrics with similar companies.
Peers
First Investors Related Equities
ARTFX | Artisan High | 0.11 | ||||
DHGCX | Dreyfusstandish Global | 0.05 | ||||
PRINX | T Rowe | 0.09 | ||||
TTRBX | Ambrus Core | 0.1 | ||||
PATFX | T Rowe | 0.18 | ||||
FHYIX | Franklin High | 0.21 | ||||
TPYYX | Touchstone Premium | 1.30 |
Other Information on Investing in First Mutual Fund
First Investors financial ratios help investors to determine whether First 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 First with respect to the benefits of owning First Investors security.
Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
Commodity Channel Use Commodity Channel Index to analyze current equity momentum |