Venturi Wealth Management LLC Raises Position in Dollar Tree, Inc.
| IOLZX Fund | USD 31.13 0.39 1.27% |
Slightly above 52% of Icon Long/short's investors are presently thinking to get in. The analysis of overall sentiment of trading Icon Longshort Fund mutual fund suggests that some investors are interested at this time. Icon Long/short's investing sentiment can be driven by a variety of factors including economic data, Icon Long/short's earnings reports, geopolitical events, and overall market trends.
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Venturi Wealth Management LLC grew its position in shares of Dollar Tree, Inc. by 82.0 percent during the third quarter, according to the company in its most recent disclosure with the Securities Exchange Commission. The fund owned 4,721 shares of the companys stock after buying an additional 2,127 shares during the
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Icon Long/short Fundamental Analysis
We analyze Icon Long/short's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Icon Long/short using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Icon Long/short 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.
Year To Date Return
Year To Date Return Comparative Analysis
Icon Longshort is currently under evaluation in year to date return among similar funds. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Icon Long/short 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 Icon Long/short mutual fund to make a market-neutral strategy. Peer analysis of Icon Long/short could also be used in its relative valuation, which is a method of valuing Icon Long/short by comparing valuation metrics with similar companies.
Peers
Icon Long/short Related Equities
| PRNHX | T Rowe | 1.80 | ||||
| FRAAX | Franklin Growth | 0.37 | ||||
| MMDEX | Praxis Growth | 0.08 | ||||
| HSUAX | Rational Defensive | 0.41 | ||||
| CHASX | Chase Growth | 0.74 | ||||
| PQUAX | Pace Smallmedium | 2.02 |
Other Information on Investing in Icon Mutual Fund
Icon Long/short financial ratios help investors to determine whether Icon 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 Icon with respect to the benefits of owning Icon Long/short security.
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