Sanctuary Advisors LLC Has 35.36 Million Stock Position in The Southern Company
| JHEIX Fund | USD 21.05 0.09 0.43% |
Slightly above 61% of Equity Income's investor base is looking to short. The analysis of overall sentiment of trading Equity Income Fund mutual fund suggests that many investors are alarmed at this time. Equity Income's investing sentiment can be driven by a variety of factors including economic data, Equity Income's earnings reports, geopolitical events, and overall market trends.
Equity |
Sanctuary Advisors LLC boosted its stake in The Southern Company by 7.7 percent in the third quarter, according to the company in its most recent disclosure with the Securities Exchange Commission. The institutional investor owned 403,684 shares of the utilities providers stock after purchasing an additional 28,889 shares during the quarter.
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Equity Income Fundamental Analysis
We analyze Equity Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Equity Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Equity Income 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.
Minimum Initial Investment
Minimum Initial Investment Comparative Analysis
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Equity Income 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 Equity Income mutual fund to make a market-neutral strategy. Peer analysis of Equity Income could also be used in its relative valuation, which is a method of valuing Equity Income by comparing valuation metrics with similar companies.
Peers
Equity Income Related Equities
| AGGWX | Global Gold | 2.85 | ||||
| VGSBX | Vy Goldman | 0.43 | ||||
| FGDIX | Fidelity Advisor | 2.93 | ||||
| EPGFX | Europac Gold | 3.56 | ||||
| OGMCX | Oppenheimer Gold | 3.63 |
Other Information on Investing in Equity Mutual Fund
Equity Income financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Income security.
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