Umpqua Bank Acquires 20,800 Shares of iShares Core U.S. Aggregate Bond ETF
| PAXIX Fund | USD 27.35 0.10 0.37% |
Slightly above 54% of Pax Balanced's investor base is interested to short. The analysis of overall sentiment of trading Pax Balanced Fund mutual fund suggests that many investors are impartial at this time. Pax Balanced's investing sentiment can be driven by a variety of factors including economic data, Pax Balanced's earnings reports, geopolitical events, and overall market trends.
Pax |
Umpqua Bank boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 754.4 percent during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 23,557 shares of the companys stock after buying an additional 20,800 shares during the quarter.
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Pax Balanced Fundamental Analysis
We analyze Pax Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pax Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pax Balanced 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.
One Year Return
One Year Return Comparative Analysis
Pax Balanced is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Pax Balanced 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 Pax Balanced mutual fund to make a market-neutral strategy. Peer analysis of Pax Balanced could also be used in its relative valuation, which is a method of valuing Pax Balanced by comparing valuation metrics with similar companies.
Peers
Pax Balanced Related Equities
| MDSKX | Blackrock | 1.82 | ||||
| USCAX | Small Cap | 1.75 | ||||
| AUERX | Auer Growth | 1.54 | ||||
| LMUSX | Qs Us | 0.63 | ||||
| RFXIX | Rational Special | 0.11 | ||||
| DTICX | Delaware Limited | 0.13 | ||||
| SMPIX | Semiconductor Ultrasector | 2.75 |
Other Information on Investing in Pax Mutual Fund
Pax Balanced financial ratios help investors to determine whether Pax 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 Pax with respect to the benefits of owning Pax Balanced security.
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