Moderate Balanced Allocation Fund Analysis
SMPAX Fund | USD 12.63 0.01 0.08% |
Moderate Balanced Allocation is undervalued with Real Value of 13.59 and Hype Value of 12.63. The main objective of Moderate Balanced fund analysis is to determine its intrinsic value, which is an estimate of what Moderate Balanced Allocation is worth, separate from its market price. There are two main types of Moderate Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Moderate Balanced Allocation. On the other hand, technical analysis, focuses on the price and volume data of Moderate Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Moderate Balanced mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Moderate |
Moderate Mutual Fund Analysis Notes
The fund maintains about 17.0% of assets in cash. Moderate Balanced last dividend was 0.05 per share. Large To find out more about Moderate Balanced Allocation contact the company at 800-807-3863.Moderate Balanced Investment Alerts
The fund maintains about 17.0% of its assets in cash |
Top Moderate Balanced Allocation Mutual Fund Constituents
SCHA | Schwab Small Cap ETF | Etf | |
AGG | iShares Core Aggregate | Etf | |
SLCVX | Large Cap Value | Mutual Fund | |
VVIAX | Vanguard Value Index | Mutual Fund | |
VUSFX | Vanguard Ultra Short Term Bond | Mutual Fund | |
VTIAX | Vanguard Total International | Mutual Fund | |
VSMAX | Vanguard Small Cap Index | Mutual Fund | |
VFAIX | Vanguard Financials Index | Mutual Fund | |
VBTLX | Vanguard Total Bond | Mutual Fund | |
STPIX | Technology Munications Portfolio | Mutual Fund | |
SMIPX | Mid Capitalization Portfolio | Mutual Fund | |
SLCGX | Large Capitalization Growth | Mutual Fund | |
SBHIX | Health Biotchnology Portfolio | Mutual Fund | |
EIGMX | Eaton Vance Global | Mutual Fund | |
SCHF | Schwab International Equity | Etf | |
IGHG | ProShares Investment GradeInterest | Etf | |
SCHV | Schwab Large Cap Value | Etf | |
VFH | Vanguard Financials Index | Etf |
Technical Drivers
As of the 22nd of July, Moderate Balanced secures the Mean Deviation of 0.3555, coefficient of variation of 293.29, and Risk Adjusted Performance of 0.3092. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Moderate Balanced, as well as the relationship between them.Moderate Balanced Price Movement Analysis
The output start index for this execution was twenty-nine with a total number of output elements of thirty-two. The Simple Moving Average indicator is calculated by adding the closing price of Moderate Balanced for a given number of time periods and then dividing this total by the number of time periods. It is used to smooth out Moderate Balanced short-term fluctuations and highlight longer-term trends or cycles.
Moderate Balanced Outstanding Bonds
Moderate Balanced issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Moderate Balanced uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Moderate bonds can be classified according to their maturity, which is the date when Moderate Balanced Allocation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
MPLX LP 4125 Corp BondUS55336VAK61 | View | |
BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
Valero Energy Partners Corp BondUS91914JAA07 | View |
Moderate Balanced Predictive Daily Indicators
Moderate Balanced intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Moderate Balanced mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Daily Balance Of Power | 9.2 T | |||
Rate Of Daily Change | 1.0 | |||
Day Median Price | 12.63 | |||
Day Typical Price | 12.63 | |||
Price Action Indicator | 0.005 | |||
Period Momentum Indicator | 0.01 |
Moderate Balanced Forecast Models
Moderate Balanced's time-series forecasting models are one of many Moderate Balanced's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Moderate Balanced's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Moderate Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Moderate Balanced prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Moderate shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Moderate Balanced. By using and applying Moderate Mutual Fund analysis, traders can create a robust methodology for identifying Moderate entry and exit points for their positions.
The investment seeks total return consisting of capital appreciation and income. Moderate Balanced is traded on NASDAQ Exchange in the United States.
Be your own money manager
As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Moderate Balanced to your portfolios without increasing risk or reducing expected return.Did you try this?
Run Positions Ratings Now
Positions RatingsDetermine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |
All Next | Launch Module |
Other Information on Investing in Moderate Mutual Fund
Moderate Balanced financial ratios help investors to determine whether Moderate 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 Moderate with respect to the benefits of owning Moderate Balanced security.
Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |