Chubb Limited Shares Purchased by LPL Financial LLC
| CBAIX Fund | USD 48.25 0.20 0.42% |
Slightly above 53% of Calvert Balanced's investor base is interested to short. The analysis of overall sentiment of trading Calvert Balanced Portfolio mutual fund suggests that many investors are impartial at this time. Calvert Balanced's investing sentiment can be driven by a variety of factors including economic data, Calvert Balanced's earnings reports, geopolitical events, and overall market trends.
Calvert |
LPL Financial LLC boosted its stake in shares of Chubb Limited by 5.4 percent during the third quarter, HoldingsChannel.com reports. The institutional investor owned 348,679 shares of the financial services providers stock after purchasing an additional 17,934 shares during the quarter. LPL Financial LLCs holdings in Chubb were worth 100,556,000 at the
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Calvert Balanced Fundamental Analysis
We analyze Calvert Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calvert Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calvert 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.
One Year Return
One Year Return Comparative Analysis
Calvert Balanced is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Calvert Balanced Por 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 Calvert Balanced mutual fund to make a market-neutral strategy. Peer analysis of Calvert Balanced could also be used in its relative valuation, which is a method of valuing Calvert Balanced by comparing valuation metrics with similar companies.
Peers
Calvert Balanced Related Equities
| CISIX | Calvert Us | 0.51 | ||||
| CSGCX | Calvert Balanced | 0.40 | ||||
| CSVIX | Calvert Small | 0.30 | ||||
| CBDIX | Calvert Bond | 0.27 | ||||
| CEYIX | Calvert Equity | 0.11 |
Other Information on Investing in Calvert Mutual Fund
Calvert Balanced financial ratios help investors to determine whether Calvert 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 Calvert with respect to the benefits of owning Calvert Balanced security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
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