Sentinel Balanced Financials
| SBACX Fund | USD 28.56 0.06 0.21% |
Sentinel |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Sentinel Balanced Fund Summary
Sentinel Balanced competes with Sentinel Balanced, Sentinel Balanced, Fidelity Worldwide, Franklin Growth, and Guggenheim Total. The fund seeks to achieve its investment goal by investing primarily in a diversified portfolio of fixed-income and equity securities. The advisor expects to allocate 60 percent of its assets in Equity, and allocate 40 percent of its assets in Fixed-Income. It invests primarily in issuers having a market capitalization, at the time of purchase, above 5 billion. The fund will invest primarily in bonds, including mortgage-related securities, asset-backed securities, government securities , and corporate debt securities.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Touchstone Strategic Trust |
| Mutual Fund Family | Touchstone |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 543 0407 |
| Currency | USD - US Dollar |
Sentinel Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sentinel Balanced's current stock value. Our valuation model uses many indicators to compare Sentinel Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sentinel Balanced competition to find correlations between indicators driving Sentinel Balanced's intrinsic value. More Info.Sentinel Balanced Fund is rated fifth largest fund in price to earning among similar funds. It also is rated fifth largest fund in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Sentinel Balanced Fund is roughly 5.99 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Sentinel Balanced's earnings, one of the primary drivers of an investment's value.Sentinel Balanced Systematic Risk
Sentinel Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sentinel Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Sentinel Balanced correlated with the market. If Beta is less than 0 Sentinel Balanced generally moves in the opposite direction as compared to the market. If Sentinel Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sentinel Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sentinel Balanced is generally in the same direction as the market. If Beta > 1 Sentinel Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Sentinel Balanced December 18, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sentinel Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sentinel Balanced Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sentinel Balanced Fund based on widely used predictive technical indicators. In general, we focus on analyzing Sentinel Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sentinel Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4472 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 2.32 | |||
| Value At Risk | (0.64) | |||
| Potential Upside | 0.7546 |
Other Information on Investing in Sentinel Mutual Fund
Sentinel Balanced financial ratios help investors to determine whether Sentinel 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 Sentinel with respect to the benefits of owning Sentinel Balanced security.
| Stocks Directory Find actively traded stocks across global markets | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |