James Investment Research Inc. Trims Stock Holdings in Walmart Inc.
| PIBQX Fund | USD 18.64 0.02 0.11% |
Slightly above 56% of Prudential Balanced's investor base is looking to short. The analysis of overall sentiment of trading Prudential Balanced mutual fund suggests that many investors are alarmed at this time. Prudential Balanced's investing sentiment can be driven by a variety of factors including economic data, Prudential Balanced's earnings reports, geopolitical events, and overall market trends.
Prudential |
James Investment Research Inc. decreased its holdings in Walmart Inc. by 3.6 percent in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 187,932 shares of the retailers stock after selling 7,112 shares during the period. Walmart accounts for
Read at thelincolnianonline.com
 |
Prudential Balanced Fundamental Analysis
We analyze Prudential Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Prudential Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Prudential Balanced 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.
Bond Positions Weight
Bond Positions Weight Comparative Analysis
Prudential Balanced is currently under evaluation in bond positions weight among similar funds. Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Prudential Balanced 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 Prudential Balanced mutual fund to make a market-neutral strategy. Peer analysis of Prudential Balanced could also be used in its relative valuation, which is a method of valuing Prudential Balanced by comparing valuation metrics with similar companies.
Peers
Prudential Balanced Related Equities
| PYRLX | Payden High | 0.32 | ||||
| FPIOX | Strategic Advisers | 0.22 | ||||
| PBHAX | Prudential High | 0.21 | ||||
| LSYFX | Lord Abbett | 0.20 | ||||
| SEIYX | Simt High | 0.19 | ||||
| AGDYX | Ab High | 0.14 | ||||
| FAGIX | Fidelity Capital | 0.19 |
Other Information on Investing in Prudential Mutual Fund
Prudential Balanced financial ratios help investors to determine whether Prudential 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 Prudential with respect to the benefits of owning Prudential Balanced security.
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Global Correlations Find global opportunities by holding instruments from different markets |