Balanced Fund Financial Statements From 2010 to 2025
| BLNIX Fund | USD 13.24 0.04 0.30% |
Check Balanced Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Balanced Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Balanced financial statements analysis is a perfect complement when working with Balanced Fund Valuation or Volatility modules.
Balanced |
Balanced Fund Institutional Mutual Fund Three Year Return Analysis
Balanced Fund's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Balanced Fund Three Year Return | 9.97 % |
Most of Balanced Fund's fundamental indicators, such as Three Year Return, 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, Balanced Fund Institutional is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Balanced Fund Institutional has a Three Year Return of 9.971%. This is much higher than that of the Meeder Funds family and significantly higher than that of the Tactical Allocation category. The three year return for all United States funds is notably lower than that of the firm.
Balanced Fund Instit Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Balanced Fund's current stock value. Our valuation model uses many indicators to compare Balanced Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Balanced Fund competition to find correlations between indicators driving Balanced Fund's intrinsic value. More Info.Balanced Fund Institutional is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 332.31 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Balanced Fund's earnings, one of the primary drivers of an investment's value.About Balanced Fund Financial Statements
Balanced Fund investors use historical fundamental indicators, such as Balanced Fund's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Balanced Fund. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies , which include domestic and foreign mutual funds, as well as in exchange traded funds , closed-end funds and unit investment trusts. The fund will have a minimum of 30 percent and a maximum of 70 percent of its net assets invested in equity securities or underlying funds investing in equity securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Fund security.
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