Howe Rusling Inc. Has 12.31 Million Holdings in Union Pacific Co.
| MDFSX Fund | USD 7.90 0.01 0.13% |
Slightly above 62% of Disciplined Value's investor base is looking to short. The analysis of overall sentiment of trading Disciplined Value Series mutual fund suggests that many investors are alarmed at this time. Disciplined Value's investing sentiment can be driven by a variety of factors including economic data, Disciplined Value's earnings reports, geopolitical events, and overall market trends.
Disciplined |
Howe Rusling Inc. grew its holdings in Union Pacific Co. by 0.4 percent during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 49,924 shares of the railroad operators stock after purchasing an additional 213 shares during the quarter. Union Pacific makes
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Disciplined Value Fundamental Analysis
We analyze Disciplined Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Disciplined Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Disciplined Value 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.
Net Asset
Net Asset Comparative Analysis
Disciplined Value is currently under evaluation in net asset among similar funds. Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Disciplined Value Series 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 Disciplined Value mutual fund to make a market-neutral strategy. Peer analysis of Disciplined Value could also be used in its relative valuation, which is a method of valuing Disciplined Value by comparing valuation metrics with similar companies.
Peers
Disciplined Value Related Equities
| MDHCX | Mainstay Short | 0.10 | ||||
| MDBAX | Blackrock Basic | 0.05 | ||||
| MDSPX | Blackrock Value | 0.18 | ||||
| MDCPX | Blackrock Bal | 0.26 | ||||
| MDFGX | Blackrock Capital | 1.25 |
Other Information on Investing in Disciplined Mutual Fund
Disciplined Value financial ratios help investors to determine whether Disciplined 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 Disciplined with respect to the benefits of owning Disciplined Value security.
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