Aptus Capital Advisors LLC Buys 2,472 Shares of Union Pacific Co.
| MSHLX Fund | USD 45.50 0.38 0.84% |
Slightly above 52% of Growth Portfolio's investors are presently thinking to get in. The analysis of overall sentiment of trading Growth Portfolio Class mutual fund suggests that some investors are interested at this time. Growth Portfolio's investing sentiment can be driven by a variety of factors including economic data, Growth Portfolio's earnings reports, geopolitical events, and overall market trends.
Growth |
Aptus Capital Advisors LLC lifted its stake in shares of Union Pacific Co. by 44.7 percent in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,005 shares of the railroad operators stock after acquiring an additional 2,472 shares during the
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Growth Portfolio Fundamental Analysis
We analyze Growth Portfolio's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Growth Portfolio using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Growth Portfolio 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
Growth Portfolio 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.
Growth Portfolio Class 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 Growth Portfolio mutual fund to make a market-neutral strategy. Peer analysis of Growth Portfolio could also be used in its relative valuation, which is a method of valuing Growth Portfolio by comparing valuation metrics with similar companies.
Peers
Growth Portfolio Related Equities
| PGKCX | Pgim Jennison | 1.03 | ||||
| USTCX | Science Technology | 0.84 | ||||
| USSCX | Science Technology | 0.81 | ||||
| JAGTX | Janus Global | 0.80 | ||||
| GISTX | Goldman Sachs | 1.20 | ||||
| DRGTX | Allianzgi Technology | 1.47 |
Other Information on Investing in Growth Mutual Fund
Growth Portfolio financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Portfolio security.
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