Neuberger Berman Price To Book vs. Equity Positions Weight
| NLSIX Fund | USD 18.66 0.07 0.38% |
For Neuberger Berman profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Neuberger Berman to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Neuberger Berman Long utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Neuberger Berman's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Neuberger Berman Long over time as well as its relative position and ranking within its peers.
Neuberger |
Neuberger Berman Long Equity Positions Weight vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Neuberger Berman's current stock value. Our valuation model uses many indicators to compare Neuberger Berman value to that of its competitors to determine the firm's financial worth. Neuberger Berman Long is number one fund in price to book among similar funds. It also is number one fund in equity positions weight among similar funds making about 21.81 of Equity Positions Weight per Price To Book. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Neuberger Berman's earnings, one of the primary drivers of an investment's value.Neuberger Equity Positions Weight vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Neuberger Berman |
| = | 2.55 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Neuberger Berman |
| = | 55.61 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Neuberger Equity Positions Weight Comparison
Neuberger Berman is currently under evaluation in equity positions weight among similar funds.
Neuberger Berman Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Neuberger Berman, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Neuberger Berman will eventually generate negative long term returns. The profitability progress is the general direction of Neuberger Berman's change in net profit over the period of time. It can combine multiple indicators of Neuberger Berman, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund seeks to achieve its goal primarily by taking long and short positions in the global securities markets. It uses long or short positions in common and preferred equity securities, exchange traded funds , fixed income securities and restricted securities. The fund may invest in securities of, and derivative contracts on, U.S. and non-U.S. companies. Futures, swaps, forwards or options may be used in an attempt to increase returns andor reduce risks.
Neuberger Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Neuberger Berman. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Neuberger Berman position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Neuberger Berman's important profitability drivers and their relationship over time.
Use Neuberger Berman in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Neuberger Berman position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Neuberger Berman will appreciate offsetting losses from the drop in the long position's value.Neuberger Berman Pair Trading
Neuberger Berman Long Pair Trading Analysis
The ability to find closely correlated positions to Neuberger Berman could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Neuberger Berman when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Neuberger Berman - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Neuberger Berman Long to buy it.
The correlation of Neuberger Berman is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Neuberger Berman moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Neuberger Berman Long moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Neuberger Berman can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Neuberger Berman position
In addition to having Neuberger Berman in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Insurance Thematic Idea Now
Insurance
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Insurance theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Insurance Theme or any other thematic opportunities.
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Other Information on Investing in Neuberger Mutual Fund
To fully project Neuberger Berman's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Neuberger Berman Long at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Neuberger Berman's income statement, its balance sheet, and the statement of cash flows.
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| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |