Dividend Assets Capital LLC Has 2.58 Million Stock Holdings in Exxon Mobil Co.
| AVLIX Fund | USD 8.18 0.08 0.99% |
Slightly above 50% of Value Fund's investors are presently thinking to get in. The analysis of overall sentiment of trading Value Fund I mutual fund suggests that some investors are interested at this time. Value Fund's investing sentiment can be driven by a variety of factors including economic data, Value Fund's earnings reports, geopolitical events, and overall market trends.
Value |
Dividend Assets Capital LLC decreased its holdings in shares of Exxon Mobil Co. by 0.7 percent in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission . The fund owned 21,676 shares of the oil and gas companys stock after selling 158 shares during the
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Value Fund Fundamental Analysis
We analyze Value Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Value Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Value Fund 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
Value Fund 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.
Value Fund I 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 Value Fund mutual fund to make a market-neutral strategy. Peer analysis of Value Fund could also be used in its relative valuation, which is a method of valuing Value Fund by comparing valuation metrics with similar companies.
Peers
Value Fund Related Equities
| LMLRX | Qs Defensive | 0.67 | ||||
| TMSRX | T Rowe | 0.11 | ||||
| MHEFX | Mh Elite | 0.55 | ||||
| HIGCX | Eagle Growth | 0.94 | ||||
| FGTZX | Ftfa Franklin | 0.95 | ||||
| OWLSX | Old Westbury | 0.97 | ||||
| RHSAX | Rational Strategic | 3.08 |
Other Information on Investing in Value Mutual Fund
Value Fund financial ratios help investors to determine whether Value 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 Value with respect to the benefits of owning Value Fund security.
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