Heres Why Parnassus Mid Cap Growth Fund Added Autodesk to its Portfolio
| OEGYX Fund | USD 34.18 0.55 1.64% |
Slightly above 53% of Oppenhmr Discovery's investors are presently thinking to get in. The analysis of overall sentiment of trading Oppenhmr Discovery Mid mutual fund suggests that some investors are interested at this time. Oppenhmr Discovery's investing sentiment can be driven by a variety of factors including economic data, Oppenhmr Discovery's earnings reports, geopolitical events, and overall market trends.
Oppenhmr |
Parnassus Investments, an investment management company, released the Parnassus Mid Cap Fund third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Read at insidermonkey.com
 |
Oppenhmr Discovery Fundamental Analysis
We analyze Oppenhmr Discovery's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oppenhmr Discovery using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oppenhmr Discovery 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.
Five Year Return
Five Year Return Comparative Analysis
Oppenhmr Discovery is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Oppenhmr Discovery Mid 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 Oppenhmr Discovery mutual fund to make a market-neutral strategy. Peer analysis of Oppenhmr Discovery could also be used in its relative valuation, which is a method of valuing Oppenhmr Discovery by comparing valuation metrics with similar companies.
Peers
Oppenhmr Discovery Related Equities
| CGEOX | Calamos Global | 0.31 | ||||
| FLDFX | Balanced Fund | 0.08 | ||||
| HULEX | Huber Capital | 0.09 | ||||
| SRFMX | Sarofim Equity | 0.24 | ||||
| GMADX | Gmo Global | 0.24 |
Other Information on Investing in Oppenhmr Mutual Fund
Oppenhmr Discovery financial ratios help investors to determine whether Oppenhmr 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 Oppenhmr with respect to the benefits of owning Oppenhmr Discovery security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |