Disposition of 2100 shares by Mary Erdoes of JPMorgan Chase subject to Rule 16b-3
| FOBPX Fund | USD 20.90 0.03 0.14% |
Slightly above 62% of Balanced Fund's investor base is looking to short. The analysis of overall sentiment of trading Balanced Fund Institutional mutual fund suggests that many investors are alarmed at this time. Balanced Fund's investing sentiment can be driven by a variety of factors including economic data, Balanced Fund's earnings reports, geopolitical events, and overall market trends.
BALANCED |
Filed transaction by JPMorgan Chase Co Officer: Ceo Asset & Wealth Management. Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
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Balanced Fund Fundamental Analysis
We analyze Balanced Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Balanced Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Balanced 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.
Five Year Return
Five Year Return Comparative Analysis
Balanced 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.
Balanced Fund Instit 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 Balanced Fund mutual fund to make a market-neutral strategy. Peer analysis of Balanced Fund could also be used in its relative valuation, which is a method of valuing Balanced Fund by comparing valuation metrics with similar companies.
Peers
Balanced Fund Related Equities
| USERX | Gold And | 1.05 | ||||
| FGDAX | Gold Portfolio | 0.61 | ||||
| VGSBX | Vy Goldman | 0.43 | ||||
| UIPMX | Precious Metals | 0.38 | ||||
| SPPIX | Short Precious | 0.20 | ||||
| GLRBX | James Balanced: | 0.09 | ||||
| AGGWX | Global Gold | 2.97 |
Other Information on Investing in BALANCED Mutual Fund
Balanced Fund financial ratios help investors to determine whether BALANCED 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 BALANCED with respect to the benefits of owning Balanced Fund security.
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