Sigma Investment Counselors Inc. Has 3.13 Million Stock Position in iShares TIPS Bond ETF
| AVGRX Fund | USD 14.60 0.06 0.41% |
Slightly above 53% of Dynamic Total's investor base is interested to short. The analysis of overall sentiment of trading Dynamic Total Return mutual fund suggests that many investors are impartial at this time. Dynamic Total's investing sentiment can be driven by a variety of factors including economic data, Dynamic Total's earnings reports, geopolitical events, and overall market trends.
Dynamic |
Sigma Investment Counselors Inc. lowered its position in shares of iShares TIPS Bond ETF by 20.6 percent in the first quarter, according to the company in its most recent 13F filing with the Securities Exchange Commission. The fund owned 28,203 shares of the exchange traded funds stock after selling 7,335 shares
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Dynamic Total Fundamental Analysis
We analyze Dynamic Total's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dynamic Total using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dynamic Total 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.
Cash Position Weight
Cash Position Weight Comparative Analysis
Dynamic Total is currently under evaluation in cash position weight among similar funds. Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Dynamic Total Return 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 Dynamic Total mutual fund to make a market-neutral strategy. Peer analysis of Dynamic Total could also be used in its relative valuation, which is a method of valuing Dynamic Total by comparing valuation metrics with similar companies.
Peers
Dynamic Total Related Equities
| JLIIX | Retirement Living | 1.23 | ||||
| JTMIX | Multimanager Lifestyle | 0.08 | ||||
| RRTBX | Trowe Price | 0.16 | ||||
| TDIFX | Dimensional Retirement | 0.42 | ||||
| RRPPX | American Funds | 0.74 |
Other Information on Investing in Dynamic Mutual Fund
Dynamic Total financial ratios help investors to determine whether Dynamic 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 Dynamic with respect to the benefits of owning Dynamic Total security.
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