Disposition of 1682 shares by Douglas Petno of JPMorgan Chase subject to Rule 16b-3
| AVUGX Fund | USD 8.10 0.05 0.61% |
Slightly above 62% of Value Fund's investor base is looking to short. The analysis of overall sentiment of trading Value Fund R5 mutual fund suggests that many investors are alarmed 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 |
Filed transaction by JPMorgan Chase Co Officer: Co-ceo Cib. Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
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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.
Equity Positions Weight
Equity Positions Weight Comparative Analysis
Value Fund is currently under evaluation in equity positions weight among similar funds. Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Value Fund R5 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
| MFIRX | Ms Global | 0.56 | ||||
| MSTGX | Morningstar Global | 0.20 | ||||
| RGELX | Rbc Global | 0.00 | ||||
| BXFIX | Barings Global | 0.12 | ||||
| TINCX | Templeton Global | 0.37 | ||||
| JGECX | Jhancock Global | 0.63 | ||||
| MGKAX | Morgan Stanley | 1.00 | ||||
| CVLOX | Calamos Global | 1.41 |
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.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |