Aflac Incorporated Shares Sold by Fidelis Capital Partners LLC
| ACIIX Fund | USD 8.81 0.02 0.23% |
Slightly above 62% of Equity Income's investor base is looking to short. The analysis of overall sentiment of trading Equity Income Fund mutual fund suggests that many investors are alarmed at this time. Equity Income's investing sentiment can be driven by a variety of factors including economic data, Equity Income's earnings reports, geopolitical events, and overall market trends.
Equity |
Fidelis Capital Partners LLC reduced its holdings in shares of Aflac Incorporated by .0 percent in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 9,232 shares of the financial services providers stock after selling 5,909 shares during the quarter. Fidelis
Read at thelincolnianonline.com
 |
Equity Income Fundamental Analysis
We analyze Equity Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Equity Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Equity Income 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.
One Year Return
One Year Return Comparative Analysis
Equity Income is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Equity Income 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 Equity Income mutual fund to make a market-neutral strategy. Peer analysis of Equity Income could also be used in its relative valuation, which is a method of valuing Equity Income by comparing valuation metrics with similar companies.
Peers
Equity Income Related Equities
| AGGWX | Global Gold | 4.85 | ||||
| SGDLX | Sprott Gold | 3.55 | ||||
| IIGCX | International Investors | 2.89 | ||||
| GLDAX | Gabelli Gold | 2.73 | ||||
| FGDIX | Fidelity Advisor | 2.53 | ||||
| SGDIX | Deutsche Gold | 2.06 | ||||
| MXKJX | Great West | 1.43 | ||||
| VGSBX | Vy Goldman | 0.22 |
Other Information on Investing in Equity Mutual Fund
Equity Income financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Income security.
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |