Visa Inc. is Tenere Capital LLCs 6th Largest Position
| RNPEX Fund | USD 66.63 0.77 1.17% |
Slightly above 54% of New Perspective's investors are presently thinking to get in. The analysis of overall sentiment of trading New Perspective Fund mutual fund suggests that some investors are interested at this time. New Perspective's investing sentiment can be driven by a variety of factors including economic data, New Perspective's earnings reports, geopolitical events, and overall market trends.
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Tenere Capital LLC increased its stake in Visa Inc. by 5.5 percent in the 3rd quarter, Holdings Channel.com reports. The fund owned 71,303 shares of the credit-card processors stock after acquiring an additional 3,688 shares during the quarter. Visa comprises approximately 5.2 percent of Tenere Capital LLCs investment portfolio, making the stock its
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New Perspective Fundamental Analysis
We analyze New Perspective's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of New Perspective using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of New Perspective 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.
Equity Positions Weight
Equity Positions Weight Comparative Analysis
New Perspective is currently under evaluation in equity positions weight among similar funds. Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
New Perspective 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 New Perspective mutual fund to make a market-neutral strategy. Peer analysis of New Perspective could also be used in its relative valuation, which is a method of valuing New Perspective by comparing valuation metrics with similar companies.
Peers
New Perspective Related Equities
| LMISX | Qs Large | 1.08 | ||||
| DLCIX | Dana Large | 0.74 | ||||
| VAAGX | Virtus Nfj | 0.17 | ||||
| LGPIX | Large Cap | 0.24 | ||||
| DOXGX | Dodge Cox | 0.25 | ||||
| DALVX | Dunham Large | 0.53 | ||||
| JDVNX | Jhancock Disciplined | 0.67 | ||||
| SBQAX | Americafirst Large | 1.38 |
Other Information on Investing in New Mutual Fund
New Perspective financial ratios help investors to determine whether New 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 New with respect to the benefits of owning New Perspective security.
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