Qs Defensive Growth Fund Filter Stocks by Fundamentals
| SBCLX Fund | USD 13.23 0.01 0.08% |
Qs Defensive Growth fundamentals help investors to digest information that contributes to Qs Defensive's financial success or failures. It also enables traders to predict the movement of SBCLX Mutual Fund. The fundamental analysis module provides a way to measure Qs Defensive's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Qs Defensive mutual fund.
SBCLX |
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Fundamental AnalysisView fundamental data based on most recent published financial statements |
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Fund Asset Allocation for Qs Defensive
The fund invests 34.91% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (13.21%) , cash (6.91%) and various exotic instruments.Asset allocation divides Qs Defensive's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
SBCLX Fundamentals
| Price To Earning | 16.53 X | |||
| Price To Book | 2.09 X | |||
| Price To Sales | 1.23 X | |||
| Total Asset | 114.11 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 0.15 % | |||
| One Year Return | 5.53 % | |||
| Three Year Return | (0.99) % | |||
| Five Year Return | 2.51 % | |||
| Ten Year Return | 5.13 % | |||
| Net Asset | 127.3 M | |||
| Last Dividend Paid | 0.03 | |||
| Cash Position Weight | 6.91 % | |||
| Equity Positions Weight | 34.91 % | |||
| Bond Positions Weight | 13.21 % |
About Qs Defensive Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Qs Defensive Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Qs Defensive using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Qs Defensive Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Qs Defensive in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Qs Defensive's short interest history, or implied volatility extrapolated from Qs Defensive options trading.
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Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Qs Defensive Growth. 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 bureau of economic analysis. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.