FWG Holdings LLC Cuts Stake in Duke Energy Co.
SVALX Fund | USD 6.41 0.01 0.16% |
Slightly above 55% of Federated Strategic's investor base is interested to short. The analysis of overall sentiment of trading Federated Strategic Value mutual fund suggests that many investors are impartial at this time. Federated Strategic's investing sentiment can be driven by a variety of factors including economic data, Federated Strategic's earnings reports, geopolitical events, and overall market trends.
Federated |
FWG Holdings LLC lessened its holdings in shares of Duke Energy Co. by 11.6 percent in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,695 shares of the utilities providers stock after selling 355 shares during the period.
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Federated Strategic Fundamental Analysis
We analyze Federated Strategic's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Federated Strategic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Federated Strategic 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
Federated Strategic 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.
Federated Strategic Value 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 Federated Strategic mutual fund to make a market-neutral strategy. Peer analysis of Federated Strategic could also be used in its relative valuation, which is a method of valuing Federated Strategic by comparing valuation metrics with similar companies.
Peers
Federated Strategic Related Equities
SBFIX | Federated Global | 0.53 | ||||
QKACX | Federated Mdt | 0.38 | ||||
QKBGX | Federated Mdt | 0.33 | ||||
STILX | Federated Strategic | 0.24 | ||||
STIAX | Federated Strategic | 0.24 | ||||
STFSX | Federated Strategic | 0.24 | ||||
EMDIX | Federated Emerging | 0.13 | ||||
STISX | Federated Strategic | 0.12 | ||||
FRSAX | Federated Floating | 0.12 | ||||
FRIEX | Federated Hermes | 0.45 |
Other Information on Investing in Federated Mutual Fund
Federated Strategic financial ratios help investors to determine whether Federated 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 Federated with respect to the benefits of owning Federated Strategic security.
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