Dreyfus Balanced Financials
THPBX Fund | USD 25.67 0.11 0.43% |
Dreyfus |
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.
Dreyfus Balanced Fund Summary
Dreyfus Balanced competes with T Rowe, Aam Select, Bbh Partner, and Iaadx. To pursue its goal, the fund invests in a diversified mix of stocks and fixed-income securities. The managers select securities that, in the portfolio managers judgment, will result in the highest total return consistent with preservation of principal. The mix of stocks and bonds varies from time to time, but normally the fund allocates between 25 percent and 50 percent of its assets to fixed-income securities and between 75 percent to 50 percent of its assets to equities.Specialization | Allocation--50% to 70% Equity, Large Blend |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Business Address | Dreyfus Manager Funds |
Mutual Fund Family | BNY Mellon |
Mutual Fund Category | Allocation--50% to 70% Equity |
Benchmark | Dow Jones Industrial |
Phone | 800 373 9387 |
Currency | USD - US Dollar |
Dreyfus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dreyfus Balanced's current stock value. Our valuation model uses many indicators to compare Dreyfus Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dreyfus Balanced competition to find correlations between indicators driving Dreyfus Balanced's intrinsic value. More Info.Dreyfus Balanced Opportunity is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dreyfus Balanced Opportunity is roughly 9.26 . 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 Dreyfus Balanced's earnings, one of the primary drivers of an investment's value.Dreyfus Balanced Opp Systematic Risk
Dreyfus Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dreyfus 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 output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Dreyfus Balanced Opp correlated with the market. If Beta is less than 0 Dreyfus Balanced generally moves in the opposite direction as compared to the market. If Dreyfus Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dreyfus Balanced Opp is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dreyfus Balanced is generally in the same direction as the market. If Beta > 1 Dreyfus Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Dreyfus Balanced November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dreyfus Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dreyfus Balanced Opportunity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dreyfus Balanced Opportunity based on widely used predictive technical indicators. In general, we focus on analyzing Dreyfus Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dreyfus Balanced's daily price indicators and compare them against related drivers.
Downside Deviation | 0.589 | |||
Information Ratio | (0.12) | |||
Maximum Drawdown | 2.2 | |||
Value At Risk | (0.87) | |||
Potential Upside | 0.7134 |
Other Information on Investing in Dreyfus Mutual Fund
Dreyfus Balanced financial ratios help investors to determine whether Dreyfus 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 Dreyfus with respect to the benefits of owning Dreyfus Balanced security.
Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
Bonds Directory Find actively traded corporate debentures issued by US companies | |
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins |