Linscomb Wealth Inc. Acquires 5,674 Shares of iShares Core U.S. Aggregate Bond ETF
| PAXWX Fund | USD 26.72 0.10 0.38% |
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 |
Linscomb Wealth Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.7 percent in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 64,037 shares of the companys stock after buying an additional 5,674 shares during
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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.
Year To Date Return
Year To Date Return Comparative Analysis
Pax Balanced 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.
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
| PXWGX | Pax Esg | 0.62 | ||||
| DSEFX | Domini Impact | 0.48 | ||||
| PAXHX | Pax High | 0.17 | ||||
| PORTX | Portfolio | 0.18 | ||||
| NBSRX | Neuberger Berman | 0.53 |
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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