Icon Wealth Advisors LLC Invests 258,000 in Schlumberger Limited
| TWADX Fund | USD 8.86 0.04 0.45% |
Slightly above 62% of Value Fund's investor base is looking to short. The analysis of overall sentiment of trading Value Fund A mutual fund suggests that many investors are alarmed at this time. Value Fund's investing sentiment can be driven by a variety of factors including economic data, Value Fund's earnings reports, geopolitical events, and overall market trends.
Value |
Icon Wealth Advisors LLC bought a new stake in shares of Schlumberger Limited during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 6,160 shares of the oil and gas companys stock, valued at approximately 258,000. Other large investors
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Value Fund Fundamental Analysis
We analyze Value Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Value Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Value Fund 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.
Net Asset
Net Asset Comparative Analysis
Value Fund is currently under evaluation in net asset among similar funds. Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Value Fund A 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 Value Fund mutual fund to make a market-neutral strategy. Peer analysis of Value Fund could also be used in its relative valuation, which is a method of valuing Value Fund by comparing valuation metrics with similar companies.
Peers
Value Fund Related Equities
| AQMIX | Aqr Managed | 0.92 | ||||
| GPMFX | Guidepath(r) Managed | 0.77 | ||||
| MFTFX | Arrow Managed | 0.35 | ||||
| LIFAX | Lord Abbett | 0.26 | ||||
| TRLDX | T Rowe | 0.22 | ||||
| ANBIX | Ab Bond | 0.1 | ||||
| QMHIX | Aqr Managed | 1.33 |
Other Information on Investing in Value Mutual Fund
Value Fund financial ratios help investors to determine whether Value 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 Value with respect to the benefits of owning Value Fund security.
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