Chevron Co. Position Boosted by Wealth Alliance Advisory Group LLC
| RYENX Fund | USD 229.36 0.71 0.31% |
Slightly above 54% of Energy Fund's investor base is interested to short. The analysis of overall sentiment of trading Energy Fund Class mutual fund suggests that many investors are impartial at this time. Energy Fund's investing sentiment can be driven by a variety of factors including economic data, Energy Fund's earnings reports, geopolitical events, and overall market trends.
Energy |
Wealth Alliance Advisory Group LLC boosted its holdings in Chevron Co. by 1.7 percent during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission . The firm owned 21,689 shares of the oil and gas companys stock after acquiring an additional 358 shares
Read at thelincolnianonline.com
 |
Energy Fund Fundamental Analysis
We analyze Energy Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Energy Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Energy 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.
Ten Year Return
Ten Year Return Comparative Analysis
Energy Fund is currently under evaluation in ten year return among similar funds. Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Energy Fund Class 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 Energy Fund mutual fund to make a market-neutral strategy. Peer analysis of Energy Fund could also be used in its relative valuation, which is a method of valuing Energy Fund by comparing valuation metrics with similar companies.
Peers
Energy Fund Related Equities
| LCIAX | Siit Large | 0.95 | ||||
| FCLKX | Fidelity Large | 0.87 | ||||
| DLQIX | Dreyfus Large | 0.60 | ||||
| GMLVX | Guidemark Large | 0.24 | ||||
| JHJAX | John Hancock | 0.30 | ||||
| LGILX | Laudus Us | 0.54 |
Other Information on Investing in Energy Mutual Fund
Energy Fund financial ratios help investors to determine whether Energy 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 Energy with respect to the benefits of owning Energy Fund security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |