Stocksplus Total Return Fund Analysis
PTOAX Fund | USD 13.06 0.06 0.46% |
Stocksplus Total Return is fairly valued with Real Value of 12.9 and Hype Value of 13.06. The main objective of Stocksplus Total fund analysis is to determine its intrinsic value, which is an estimate of what Stocksplus Total Return is worth, separate from its market price. There are two main types of Stocksplus Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Stocksplus Total Return. On the other hand, technical analysis, focuses on the price and volume data of Stocksplus Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Stocksplus Total 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.
Stocksplus |
Stocksplus Mutual Fund Analysis Notes
The fund generated five year return of 14.0%. Stocksplus Total Return maintains about 15.6% of assets in bonds. This fund last dividend was 0.31 per share. Large Growth To find out more about Stocksplus Total Return contact the company at 888-877-4626.Stocksplus Total Return Investment Alerts
The fund maintains about 15.6% of its assets in bonds |
Stocksplus Market Capitalization
The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Stocksplus Total's market, we take the total number of its shares issued and multiply it by Stocksplus Total's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Technical Drivers
As of the 27th of November, Stocksplus Total has the Risk Adjusted Performance of 0.1, semi deviation of 0.6863, and Coefficient Of Variation of 768.57. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Stocksplus Total Return, as well as the relationship between them.Stocksplus Total Return Price Movement Analysis
The output start index for this execution was three with a total number of output elements of fifty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Stocksplus Total middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Stocksplus Total Return. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Stocksplus Total Outstanding Bonds
Stocksplus Total 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. Stocksplus Total Return 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 Stocksplus bonds can be classified according to their maturity, which is the date when Stocksplus Total Return 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.
Boeing Co 2196 Corp BondUS097023DG73 | View | |
HSBC Holdings PLC Corp BondUS404280DR76 | View | |
MPLX LP 52 Corp BondUS55336VAL45 | View | |
Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Stocksplus Total Predictive Daily Indicators
Stocksplus Total 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 Stocksplus Total 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 | 1.0 | |||
Day Median Price | 13.06 | |||
Day Typical Price | 13.06 | |||
Price Action Indicator | 0.03 | |||
Period Momentum Indicator | 0.06 | |||
Relative Strength Index | 35.4 |
Stocksplus Total Forecast Models
Stocksplus Total's time-series forecasting models are one of many Stocksplus Total'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 Stocksplus Total'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.About Stocksplus Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Stocksplus Total 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 Stocksplus 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 Stocksplus Total. By using and applying Stocksplus Mutual Fund analysis, traders can create a robust methodology for identifying Stocksplus entry and exit points for their positions.
The fund seeks to exceed the total return of the SP 500 Index by investing under normal circumstances in SP 500 Index derivatives, backed by a portfolio of fixed income instruments. Fixed income instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. The fund will normally limit its foreign currency exposure to 35 percent of its total 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 Stocksplus Total to your portfolios without increasing risk or reducing expected return.Did you try this?
Run Portfolio Rebalancing Now
Portfolio RebalancingAnalyze risk-adjusted returns against different time horizons to find asset-allocation targets |
All Next | Launch Module |
Other Information on Investing in Stocksplus Mutual Fund
Stocksplus Total financial ratios help investors to determine whether Stocksplus 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 Stocksplus with respect to the benefits of owning Stocksplus Total security.
Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
CEOs Directory Screen CEOs from public companies around the world | |
Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |