Linde Hansen Trarian Fund Quote

LIVAX Fund  USD 22.69  0.19  0.84%   

Performance

14 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 34

 
100  
 
Zero
Below Average
Linde Hansen is trading at 22.69 as of the 28th of March 2024; that is 0.84% increase since the beginning of the trading day. The fund's open price was 22.5. Linde Hansen has about a 34 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Linde Hansen Trarian are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund allocates and reallocates its assets among a combination of equity and bond index funds and money market funds in proportions based on its own comprehensive investment strategy. It will invest, under normal circumstances, at least 80 percent of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in its custom benchmark index, the LifePath Index 2055 Fund Custom Benchmark.. More on Linde Hansen Trarian

Moving together with Linde Mutual Fund

  0.99STFGX State Farm GrowthPairCorr
  0.83BHSRX Blackrock Health SciencesPairCorr
  0.94BHYRX Blackrock High YieldPairCorr
  0.95BHYSX Blackrock Hi YldPairCorr
  0.89BHYIX Blackrock High YieldPairCorr

Moving against Linde Mutual Fund

  0.46BIACX Blackrock Impact BondPairCorr

Linde Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Linde Hansen's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Linde Hansen or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationBlackRock Funds, Large Blend Funds, Target-Date 2055 Funds, Target-Date 2055, BlackRock, Large Blend, Target-Date 2055 (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Linde Hansen Trarian [LIVAX] is traded in USA and was established 28th of March 2024. Linde Hansen is listed under BlackRock category by Fama And French industry classification. The fund is listed under Target-Date 2055 category and is part of BlackRock family. This fund now has accumulated 4.15 B in assets with minimum initial investment of 1 K. Linde Hansen Trarian is currently producing year-to-date (YTD) return of 6.43% with the current yeild of 0.02%, while the total return for the last 3 years was 5.66%.
Check Linde Hansen Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Linde Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Linde Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Linde Hansen Trarian Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Linde Hansen Trarian Mutual Fund Constituents

BKRDXBlackrock Developed RealMutual FundGlobal Real Estate
BMOAXBlackrock Bond IndexMutual FundIntermediate Core Bond
BRGAXBlckrck Fdsiii RssllMutual FundLarge Blend
IXUSIShares Core MSCIEtfForeign Large Blend
MDSKXBlackrock Sm CapMutual FundSmall Blend
TIPIShares TIPS BondEtfInflation-Protected Bond
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Linde Hansen Target Price Odds Analysis

Based on a normal probability distribution, the odds of Linde Hansen jumping above the current price in 90 days from now is under 4%. The Linde Hansen Trarian probability density function shows the probability of Linde Hansen mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0358. This indicates Linde Hansen Trarian market returns are sensitive to returns on the market. As the market goes up or down, Linde Hansen is expected to follow. Additionally, linde Hansen Trarian has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 22.69HorizonTargetOdds Above 22.69
96.67%90 days
 22.69 
3.25%
Based on a normal probability distribution, the odds of Linde Hansen to move above the current price in 90 days from now is under 4 (This Linde Hansen Trarian probability density function shows the probability of Linde Mutual Fund to fall within a particular range of prices over 90 days) .

Linde Hansen Trarian Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Linde Hansen market risk premium is the additional return an investor will receive from holding Linde Hansen long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Linde Hansen. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Linde Hansen's alpha and beta are two of the key measurements used to evaluate Linde Hansen's performance over the market, the standard measures of volatility play an important role as well.

Linde Hansen Against Markets

Picking the right benchmark for Linde Hansen mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Linde Hansen mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Linde Hansen is critical whether you are bullish or bearish towards Linde Hansen Trarian at a given time. Please also check how Linde Hansen's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Linde Hansen without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Linde Mutual Fund?

Before investing in Linde Hansen, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Linde Hansen. To buy Linde Hansen fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Linde Hansen. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Linde Hansen fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Linde Hansen Trarian fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Linde Hansen Trarian fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Linde Hansen Trarian, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Linde Hansen Trarian?

The danger of trading Linde Hansen Trarian is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Linde Hansen is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Linde Hansen. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Linde Hansen Trarian is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Linde Hansen Trarian. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the Linde Hansen Trarian information on this page should be used as a complementary analysis to other Linde Hansen's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

Complementary Tools for Linde Mutual Fund analysis

When running Linde Hansen's price analysis, check to measure Linde Hansen's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Linde Hansen is operating at the current time. Most of Linde Hansen's value examination focuses on studying past and present price action to predict the probability of Linde Hansen's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Linde Hansen's price. Additionally, you may evaluate how the addition of Linde Hansen to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Linde Hansen's value and its price as these two are different measures arrived at by different means. Investors typically determine if Linde Hansen is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Linde Hansen's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.