Atlas Financial Advisors Inc. Boosts Stock Position in VanEck Floating Rate ETF

MSTBX Fund  USD 9.72  0.01  0.10%   
Slightly above 55% of Morningstar Defensive's investor base is interested to short. The analysis of overall sentiment of trading Morningstar Defensive Bond mutual fund suggests that many investors are impartial at this time. Morningstar Defensive's investing sentiment can be driven by a variety of factors including economic data, Morningstar Defensive's earnings reports, geopolitical events, and overall market trends.
  
Atlas Financial Advisors Inc. increased its position in shares of VanEck Floating Rate ETF by 43.7 percent during the 3rd quarter, Holdings Channel reports. The firm owned 60,053 shares of the companys stock after purchasing an additional 18,271 shares during the quarter. VanEck Floating Rate ETF makes up approximately 2.4 percent of Atlas

Read at thelincolnianonline.com
news
  

Morningstar Defensive Fundamental Analysis

We analyze Morningstar Defensive's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Morningstar Defensive using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Morningstar Defensive 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.

Five Year Return

Five Year Return Comparative Analysis

100%
Morningstar Defensive is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Morningstar Defensive 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 Morningstar Defensive mutual fund to make a market-neutral strategy. Peer analysis of Morningstar Defensive could also be used in its relative valuation, which is a method of valuing Morningstar Defensive by comparing valuation metrics with similar companies.

Other Information on Investing in Morningstar Mutual Fund

Morningstar Defensive financial ratios help investors to determine whether Morningstar 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 Morningstar with respect to the benefits of owning Morningstar Defensive security.
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
News Freq…Investor S…