Franklin Corefolio Allocation Fund Q3 2024 Commentary - Seeking Alpha
| SHLMX Fund | USD 8.11 0.02 0.25% |
Slightly above 55% of Stone Harbor's investor base is interested to short. The analysis of overall sentiment of trading Stone Harbor Local mutual fund suggests that many investors are impartial at this time. Stone Harbor's investing sentiment can be driven by a variety of factors including economic data, Stone Harbor's earnings reports, geopolitical events, and overall market trends.
Stone |
Franklin Corefolio Allocation Fund Q3 2024 Commentary Seeking Alpha
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Stone Harbor Fundamental Analysis
We analyze Stone Harbor's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Stone Harbor using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Stone Harbor 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
Stone Harbor is rated below average 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.
Stone Harbor Local 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 Stone Harbor mutual fund to make a market-neutral strategy. Peer analysis of Stone Harbor could also be used in its relative valuation, which is a method of valuing Stone Harbor by comparing valuation metrics with similar companies.
Peers
Stone Harbor Related Equities
| FMSGX | Frontier Mfg | 0.52 | ||||
| SRORX | Calamos Antetokounmpo | 0.46 | ||||
| AMGOX | Alger Mid | 0.37 | ||||
| PRCCX | Putnam Convertible | 0.31 | ||||
| SHLMX | Stone Harbor | 0.25 | ||||
| LBHIX | Thrivent High | 0.24 | ||||
| MUTHX | Franklin Mutual | 0.17 | ||||
| RYRUX | Russell 2000 | 0.17 | ||||
| SHMDX | Stone Harbor | 0.13 | ||||
| SHCDX | Stone Harbor | 0.12 |
Other Information on Investing in Stone Mutual Fund
Stone Harbor financial ratios help investors to determine whether Stone 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 Stone with respect to the benefits of owning Stone Harbor security.
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