Bridge Builder Smallmid Fund Bond Positions Weight
| BBVSX Fund | USD 14.02 0.13 0.92% |
Bridge Builder Smallmid fundamentals help investors to digest information that contributes to Bridge Builder's financial success or failures. It also enables traders to predict the movement of Bridge Mutual Fund. The fundamental analysis module provides a way to measure Bridge Builder'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 Bridge Builder mutual fund.
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Bridge Builder Smallmid Mutual Fund Bond Positions Weight Analysis
Bridge Builder's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Bridge Builder Smallmid has a Bond Positions Weight of 0.0%. This indicator is about the same for the Bridge Builder average (which is currently at 0.0) family and about the same as Mid-Cap Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Bridge Bond Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Bridge Builder's direct or indirect competition against its Bond Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Bridge Builder could also be used in its relative valuation, which is a method of valuing Bridge Builder by comparing valuation metrics of similar companies.Bridge Builder is currently under evaluation in bond positions weight among similar funds.
Fund Asset Allocation for Bridge Builder
The fund consists of 98.62% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Bridge Builder'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.
Bridge Fundamentals
| Total Asset | 7.44 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 3.28 % | ||||
| One Year Return | 18.34 % | ||||
| Three Year Return | 5.14 % | ||||
| Five Year Return | 9.47 % | ||||
| Net Asset | 4.63 B | ||||
| Last Dividend Paid | 0.15 | ||||
| Cash Position Weight | 1.38 % | ||||
| Equity Positions Weight | 98.62 % |
About Bridge Builder Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Bridge Builder Smallmid's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Bridge Builder using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Bridge Builder Smallmid 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 Bridge Builder 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, Bridge Builder's short interest history, or implied volatility extrapolated from Bridge Builder options trading.
Pair Trading with Bridge Builder
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Bridge Builder position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Bridge Builder will appreciate offsetting losses from the drop in the long position's value.Moving together with Bridge Mutual Fund
| 0.89 | BBGLX | Bridge Builder Large | PairCorr |
| 0.94 | BBGSX | Bridge Builder Smallmid | PairCorr |
| 0.97 | BBIEX | Bridge Builder Inter | PairCorr |
The ability to find closely correlated positions to Bridge Builder could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Bridge Builder when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Bridge Builder - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Bridge Builder Smallmid to buy it.
The correlation of Bridge Builder is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Bridge Builder moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bridge Builder Smallmid moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Bridge Builder can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bridge Builder Smallmid. 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 state. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.