JPMorgan BetaBuilders U.S. Aggregate Bond ETF Stake Lessened by Raymond James ... - Defense World
| WCAFX Fund | USD 9.02 0.02 0.22% |
Slightly above 62% of Wealthbuilder Conservative's investor base is looking to short. The analysis of overall sentiment of trading Wealthbuilder Conservative Allocation mutual fund suggests that many investors are alarmed at this time. Wealthbuilder Conservative's investing sentiment can be driven by a variety of factors including economic data, Wealthbuilder Conservative's earnings reports, geopolitical events, and overall market trends.
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JPMorgan BetaBuilders U.S. Aggregate Bond ETF Stake Lessened by Raymond James ... Defense World
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Wealthbuilder Conservative Fundamental Analysis
We analyze Wealthbuilder Conservative's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wealthbuilder Conservative using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wealthbuilder Conservative 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.
Five Year Return
Five Year Return Comparative Analysis
Wealthbuilder Conservative is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Wealthbuilder Conservative Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Wealthbuilder Conservative mutual fund to make a market-neutral strategy. Peer analysis of Wealthbuilder Conservative could also be used in its relative valuation, which is a method of valuing Wealthbuilder Conservative by comparing valuation metrics with similar companies.
Peers
Wealthbuilder Conservative Related Equities
| EMGYX | Wells Fargo | 1.28 | ||||
| EMGAX | Wells Fargo | 1.28 | ||||
| EMGCX | Wells Fargo | 1.27 | ||||
| EMGNX | Wells Fargo | 1.23 | ||||
| SSHIX | Wells Fargo | 0.12 | ||||
| VMPYX | Wells Fargo | 0.11 | ||||
| SADIX | Wells Fargo | 0.11 | ||||
| SADAX | Wells Fargo | 0.11 | ||||
| DHICX | Wells Fargo | 0.11 | ||||
| VMPAX | Wells Fargo | 0.11 |
Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Conservative financial ratios help investors to determine whether Wealthbuilder 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 Wealthbuilder with respect to the benefits of owning Wealthbuilder Conservative security.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |