Boston Partners Longshort Fund Analysis
| BPLEX Fund | USD 10.89 0.07 0.65% |
Boston Partners' financial leverage is the degree to which the firm utilizes its fixed-income securities and uses equity to finance projects. Companies with high leverage are usually considered to be at financial risk. Boston Partners' financial risk is the risk to Boston Partners stockholders that is caused by an increase in debt. In other words, with a high degree of financial leverage come high-interest payments, which usually reduce Earnings Per Share (EPS).
Given that Boston Partners' debt-to-equity ratio measures a Mutual Fund's obligations relative to the value of its net assets, it is usually used by traders to estimate the extent to which Boston Partners is acquiring new debt as a mechanism of leveraging its assets. A high debt-to-equity ratio is generally associated with increased risk, implying that it has been aggressive in financing its growth with debt. Another way to look at debt-to-equity ratios is to compare the overall debt load of Boston Partners to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, Boston Partners is said to be less leveraged. If creditors hold a majority of Boston Partners' assets, the Mutual Fund is said to be highly leveraged.
Boston Partners Longshort is fairly valued with Real Value of 10.85 and Hype Value of 10.87. The main objective of Boston Partners fund analysis is to determine its intrinsic value, which is an estimate of what Boston Partners Longshort is worth, separate from its market price. There are two main types of Boston Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Boston Partners Longshort. On the other hand, technical analysis, focuses on the price and volume data of Boston Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Boston Partners mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Boston |
Boston Mutual Fund Analysis Notes
The fund generated five year return of 20.0%. Boston Partners Longshort holds about 29.31% of assets under management (AUM) in cash. Large For more info on Boston Partners Longshort please contact the company at 888-261-4073.Boston Partners Longshort Investment Alerts
| Latest headline from news.google.com: 2 Boston Partners Mutual Funds for Solid Returns - TradingView | |
| The fund holds about 29.31% of its assets under management (AUM) in cash |
Top Boston Partners Longshort Mutual Fund Constituents
| C | Citigroup | Stock | |
| LRN | Stride Inc | Stock | |
| JNJ | Johnson Johnson | Stock | |
| VXX | iPath Series B | Etf | |
| NVS | Novartis AG ADR | Stock | |
| BAC | Bank of America | Stock | |
| SF | Stifel Financial | Stock | |
| MET | MetLife | Stock | |
| PFE | Pfizer Inc | Stock | |
| CMCSA | Comcast Corp | Stock | |
| MS | Morgan Stanley | Stock | |
| CVX | Chevron Corp | Stock | |
| FOX | Fox Corp Class | Stock | |
| CI | Cigna Corp | Stock | |
| BABA | Alibaba Group Holding | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| MSFT | Microsoft | Stock | |
| CVNA | Carvana Co | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| HCA | HCA Holdings | Etf | |
| EQT | EQT Corporation | Stock | |
| APPN | Appian Corp | Stock | |
| SLB | Schlumberger NV | Stock | |
| TSLA | Tesla Inc | Stock | |
| NFLX | Netflix | Etf | |
| TLT | iShares 20 Year | Etf |
Boston Partners Outstanding Bonds
Boston Partners issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Boston Partners Longshort uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Boston bonds can be classified according to their maturity, which is the date when Boston Partners Longshort has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Boston Partners Predictive Daily Indicators
Boston Partners intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Boston Partners mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 10.89 | |||
| Day Typical Price | 10.89 | |||
| Price Action Indicator | 0.035 | |||
| Period Momentum Indicator | 0.07 |
Boston Partners Forecast Models
Boston Partners' time-series forecasting models are one of many Boston Partners' mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Boston Partners' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Boston Partners Assets Financed by Debt
Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Boston Partners' operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Boston Partners, which in turn will lower the firm's financial flexibility.Boston Partners Corporate Bonds Issued
About Boston Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Boston Partners prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Boston shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Boston Partners. By using and applying Boston Mutual Fund analysis, traders can create a robust methodology for identifying Boston entry and exit points for their positions.
The fund invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. The Advisor intends, under normal circumstances, to invest at least 80 percent of its net assets in equity securities. Under normal circumstances, the Adviser expects that the funds long positions will not exceed approximately 125 percent of the funds net assets.
Be your own money manager
As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Boston Partners to your portfolios without increasing risk or reducing expected return.Did you try this?
Run Bonds Directory Now
Bonds DirectoryFind actively traded corporate debentures issued by US companies |
| All Next | Launch Module |
Other Information on Investing in Boston Mutual Fund
Boston Partners financial ratios help investors to determine whether Boston 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 Boston with respect to the benefits of owning Boston Partners security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |