First Citizens Bank Trust Co. Boosts Stock Position in Invesco Senior Loan ETF
| LFRFX Fund | USD 8.07 0.01 0.12% |
Slightly above 62% of Floating Rate's investor base is looking to short. The analysis of overall sentiment of trading Floating Rate Fund mutual fund suggests that many investors are alarmed at this time. Floating Rate's investing sentiment can be driven by a variety of factors including economic data, Floating Rate's earnings reports, geopolitical events, and overall market trends.
Floating |
First Citizens Bank Trust Co. grew its holdings in Invesco Senior Loan ETF by 2.4 percent in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission . The institutional investor owned 154,107 shares of the exchange traded funds stock after buying an additional 3,671 shares
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Floating Rate Fundamental Analysis
We analyze Floating Rate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Floating Rate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Floating Rate 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.
Year To Date Return
Year To Date Return Comparative Analysis
Floating Rate is currently under evaluation in year to date return among similar funds. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Floating Rate 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 Floating Rate mutual fund to make a market-neutral strategy. Peer analysis of Floating Rate could also be used in its relative valuation, which is a method of valuing Floating Rate by comparing valuation metrics with similar companies.
Peers
Floating Rate Related Equities
| LCIAX | Siit Large | 1.51 | ||||
| FLRAX | Nuveen Large | 1.38 | ||||
| BALGX | Bmo Large-cap | 0.40 | ||||
| CMIFX | Calvert Large | 0.10 | ||||
| FCLKX | Fidelity Large | 0.29 | ||||
| PTEZX | Prudential Qma | 0.34 | ||||
| LMISX | Qs Large | 0.35 | ||||
| DLQIX | Dreyfus Large | 0.43 |
Other Information on Investing in Floating Mutual Fund
Floating Rate financial ratios help investors to determine whether Floating 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 Floating with respect to the benefits of owning Floating Rate security.
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