Consumer Discretionary Portfolio Fund Analysis

Consumer Mutual Fund Analysis Notes

The fund generated five year return of 11.0%. Consumer Discretionary retains 99.88% of assets under management (AUM) in equities. Large Blend To learn more about Consumer Discretionary Portfolio call the company at 800-544-8544.

Consumer Discretionary Investment Alerts

Consumer Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Consumer Discretionary's market, we take the total number of its shares issued and multiply it by Consumer Discretionary's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Consumer Discretionary Portfolio Mutual Fund Constituents

Technical Drivers

As of the 21st of July, Consumer Discretionary shows the Mean Deviation of 1.02, downside deviation of 1.11, and Risk Adjusted Performance of 0.2518. Consumer Discretionary technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.

Consumer Discretionary Price Movement Analysis

Consumer Discretionary Outstanding Bonds

Consumer Discretionary Predictive Daily Indicators

Consumer Discretionary Forecast Models

Consumer Discretionary's time-series forecasting models are one of many Consumer Discretionary's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Consumer Discretionary's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Consumer Discretionary prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Consumer shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Consumer Discretionary. By using and applying Consumer Mutual Fund analysis, traders can create a robust methodology for identifying Consumer entry and exit points for their positions.

Consumer Discretionary financial ratios help investors to determine whether Consumer 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 Consumer with respect to the benefits of owning Consumer Discretionary security.