Disposition of 100 shares by Jeff Howie of Williams Sonoma at 178.75 subject to Rule 16b-3
| IMIDX Fund | USD 27.22 0.20 0.74% |
Slightly above 51% of Congress Mid's investor base is interested to short. The analysis of overall sentiment of trading Congress Mid Cap mutual fund suggests that many investors are impartial at this time. Congress Mid's investing sentiment can be driven by a variety of factors including economic data, Congress Mid's earnings reports, geopolitical events, and overall market trends.
Congress |
Filed transaction by Williams Sonoma Officer: Evp Chief Financial Officer. Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
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Congress Mid Fundamental Analysis
We analyze Congress Mid's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Congress Mid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Congress Mid 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.
Year To Date Return
Year To Date Return Comparative Analysis
Congress Mid is currently under evaluation in year to date return among similar funds. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Congress Mid Cap 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 Congress Mid mutual fund to make a market-neutral strategy. Peer analysis of Congress Mid could also be used in its relative valuation, which is a method of valuing Congress Mid by comparing valuation metrics with similar companies.
Peers
Congress Mid Related Equities
| CMIDX | Congress Mid | 0.73 | ||||
| WFAIX | Wells Fargo | 0.43 | ||||
| POLIX | Polen Growth | 0.16 | ||||
| SBHAX | Segall Bryant | 0.25 | ||||
| DHLTX | Diamond Hill | 0.94 |
Other Information on Investing in Congress Mutual Fund
Congress Mid financial ratios help investors to determine whether Congress 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 Congress with respect to the benefits of owning Congress Mid security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |