Encompass Wealth Advisors LLC Raises Stock Position in iShares Core SP Small-Cap ETF
| MBXFX Fund | USD 38.36 0.25 0.65% |
Slightly above 62% of Catalyst/millburn's investor base is looking to short. The analysis of overall sentiment of trading Catalystmillburn Hedge Strategy mutual fund suggests that many investors are alarmed at this time. Catalyst/millburn's investing sentiment can be driven by a variety of factors including economic data, Catalyst/millburn's earnings reports, geopolitical events, and overall market trends.
Catalyst/millburn |
Encompass Wealth Advisors LLC grew its holdings in iShares Core SP Small-Cap ETF by 1.5 percent in the 3rd quarter, according to its most recent disclosure with the Securities Exchange Commission. The institutional investor owned 126,981 shares of the exchange traded funds stock after acquiring an additional 1,847 shares during the
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Catalyst/millburn Fundamental Analysis
We analyze Catalyst/millburn's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Catalyst/millburn using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Catalyst/millburn 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.
Total Asset
Total Asset Comparative Analysis
Catalystmillburn is currently under evaluation in total asset among similar funds. Total Asset is everything that a business owns. It is the sum of current and long-term assets owned by a firm at a given time. These assets are listed on a balance sheet and typically valued based on their purchasing prices, not the current market value.
Catalystmillburn Hedge 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 Catalyst/millburn mutual fund to make a market-neutral strategy. Peer analysis of Catalyst/millburn could also be used in its relative valuation, which is a method of valuing Catalyst/millburn by comparing valuation metrics with similar companies.
Peers
Catalyst/millburn Related Equities
| LHYOX | Lord Abbett | 0.15 | ||||
| BHYRX | Blackrock High | 0.14 | ||||
| ARTFX | Artisan High | 0.11 | ||||
| SIHSX | Guggenheim High | 0.1 | ||||
| FAGIX | Fidelity Capital | 0.1 | ||||
| PHYZX | Prudential High | 0.21 |
Other Information on Investing in Catalyst/millburn Mutual Fund
Catalyst/millburn financial ratios help investors to determine whether Catalyst/millburn 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 Catalyst/millburn with respect to the benefits of owning Catalyst/millburn security.
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |