Conservative Balanced Allocation Fund Analysis
| LUNAX Fund | USD 11.31 0.03 0.26% |
Conservative Balanced's 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. Conservative Balanced's financial risk is the risk to Conservative Balanced 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 Conservative Balanced's 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 Conservative Balanced 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 Conservative Balanced to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, Conservative Balanced is said to be less leveraged. If creditors hold a majority of Conservative Balanced's assets, the Mutual Fund is said to be highly leveraged.
Conservative Balanced Allocation is fairly valued with Real Value of 11.2 and Hype Value of 11.31. The main objective of Conservative Balanced fund analysis is to determine its intrinsic value, which is an estimate of what Conservative Balanced Allocation is worth, separate from its market price. There are two main types of Conservative Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Conservative Balanced Allocation. On the other hand, technical analysis, focuses on the price and volume data of Conservative Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Conservative Balanced 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.
Conservative |
Conservative Mutual Fund Analysis Notes
The fund maintains about 22.68% of assets in cash. Conservative Balanced last dividend was 0.05 per share. Large To find out more about Conservative Balanced Allocation contact the company at 800-807-3863.Conservative Balanced Investment Alerts
| The fund maintains about 22.68% of its assets in cash |
Top Conservative Balanced Allocation Mutual Fund Constituents
| AGG | iShares Core Aggregate | Etf | |
| SCHF | Schwab International Equity | Etf | |
| SCHV | Schwab Large Cap Value | Etf | |
| EIGMX | Eaton Vance Global | Mutual Fund | |
| SCHA | Schwab Small Cap ETF | Etf | |
| SLCGX | Large Capitalization Growth | Mutual Fund | |
| SLCVX | Large Cap Value | Mutual Fund | |
| VBTLX | Vanguard Total Bond | Mutual Fund | |
| VSMAX | Vanguard Small Cap Index | Mutual Fund | |
| VTIAX | Vanguard Total International | Mutual Fund | |
| VUSFX | Vanguard Ultra Short Term Bond | Mutual Fund | |
| VVIAX | Vanguard Value Index | Mutual Fund | |
| IGHG | ProShares Investment GradeInterest | Etf |
Conservative Balanced Outstanding Bonds
Conservative Balanced 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. Conservative Balanced 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 Conservative bonds can be classified according to their maturity, which is the date when Conservative Balanced Allocation 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.
Conservative Balanced Predictive Daily Indicators
Conservative Balanced 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 Conservative Balanced 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.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 11.31 | |||
| Day Typical Price | 11.31 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.03) | |||
| Relative Strength Index | 58.71 |
Conservative Balanced Forecast Models
Conservative Balanced's time-series forecasting models are one of many Conservative Balanced's 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 Conservative Balanced's 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.Conservative Balanced 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 Conservative Balanced's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Conservative Balanced, which in turn will lower the firm's financial flexibility.Conservative Balanced Corporate Bonds Issued
About Conservative Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Conservative Balanced 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 Conservative 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 Conservative Balanced. By using and applying Conservative Mutual Fund analysis, traders can create a robust methodology for identifying Conservative entry and exit points for their positions.
The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . Conservative Balanced is traded on NASDAQ Exchange in the United States.
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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 Conservative Balanced to your portfolios without increasing risk or reducing expected return.Did you try this?
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Other Information on Investing in Conservative Mutual Fund
Conservative Balanced financial ratios help investors to determine whether Conservative 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 Conservative with respect to the benefits of owning Conservative Balanced security.
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