Shelton Bdc Income Fund Net Asset
Shelton Bdc Income fundamentals help investors to digest information that contributes to Shelton Bdc's financial success or failures. It also enables traders to predict the movement of Shelton Mutual Fund. The fundamental analysis module provides a way to measure Shelton Bdc'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 Shelton Bdc mutual fund.
Shelton |
Shelton Bdc Income Mutual Fund Net Asset Analysis
Shelton Bdc's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Shelton Bdc Net Asset | 4.05 M |
Most of Shelton Bdc's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Shelton Bdc Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
CompetitionBased on the recorded statements, Shelton Bdc Income has a Net Asset of 4.05 M. This is 91.94% lower than that of the Shelton Capital Management family and significantly higher than that of the Financial category. The net asset for all United States funds is notably lower than that of the firm.
Shelton Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Shelton Bdc's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Shelton Bdc could also be used in its relative valuation, which is a method of valuing Shelton Bdc by comparing valuation metrics of similar companies.Shelton Bdc is currently under evaluation in net asset among similar funds.
Fund Asset Allocation for Shelton Bdc
The fund consists of 97.78% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Shelton Bdc'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.
Shelton Fundamentals
| Total Asset | 4.05 M | |||
| One Year Return | (15.78) % | |||
| Three Year Return | (3.29) % | |||
| Five Year Return | (0.07) % | |||
| Net Asset | 4.05 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.24 | |||
| Cash Position Weight | 2.22 % | |||
| Equity Positions Weight | 97.78 % |
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 Shelton Bdc 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, Shelton Bdc's short interest history, or implied volatility extrapolated from Shelton Bdc options trading.
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The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios. 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 board of governors. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Other Consideration for investing in Shelton Mutual Fund
If you are still planning to invest in Shelton Bdc Me check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Shelton Bdc's history and understand the potential risks before investing.
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