Planning Capital Management Corp Has 5.17 Million Position in Walmart Inc.
| FOBPX Fund | USD 19.59 0.24 1.24% |
Slightly above 51% of Balanced Fund's investors are presently thinking to get in. The analysis of overall sentiment of trading Balanced Fund Institutional mutual fund suggests that some investors are interested 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 |
Planning Capital Management Corp lowered its position in shares of Walmart Inc. by 13.3 percent during the third quarter, according to its most recent filing with the Securities Exchange Commission. The fund owned 63,957 shares of the retailers stock after selling 9,775 shares during the period. Walmart comprises about 3.4 percent of
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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.
Bond Positions Weight
Bond Positions Weight Comparative Analysis
Balanced Fund is rated below average in bond positions weight among similar funds. Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
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
| FOSBX | Small Pany | 2.73 | ||||
| FOSCX | Small Company | 2.71 | ||||
| FOBAX | Balanced Fund | 1.27 | ||||
| FOBPX | Balanced Fund | 1.24 | ||||
| FONPX | Tributary Nebraska | 0.22 | ||||
| FOIPX | Income Fund | 0.11 | ||||
| FOSIX | Short-intermediate | 0.11 | ||||
| FOINX | Income Fund | 0.11 | ||||
| FSMBX | Tributary Small/mid | 1.04 | ||||
| FSMCX | Tributary Small/mid | 1.10 |
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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