Sit Balanced Fund Analysis
Sit Balanced Fund is overvalued with Real Value of 35.1 and Hype Value of 37.08. The main objective of Sit Balanced fund analysis is to determine its intrinsic value, which is an estimate of what Sit Balanced Fund is worth, separate from its market price. There are two main types of Sit Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Sit Balanced Fund. On the other hand, technical analysis, focuses on the price and volume data of Sit Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Sit Balanced mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
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Sit Mutual Fund Analysis Notes
The fund maintains about 34.91% of assets in bonds. Sit Balanced last dividend was 0.07 per share. Large Blend To find out more about Sit Balanced Fund contact the company at 800-332-5580.Sit Balanced Investment Alerts
| Sit Balanced is not yet fully synchronised with the market data | |
| Sit Balanced has some characteristics of a very speculative penny stock | |
| The fund maintains about 34.91% of its assets in bonds |
Sit 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 Sit Balanced's market, we take the total number of its shares issued and multiply it by Sit Balanced'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.Sit Balanced Outstanding Bonds
Sit Balanced issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Sit Balanced uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Sit bonds can be classified according to their maturity, which is the date when Sit Balanced Fund has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Sit Balanced Technical and Predictive Indicators
| Risk Adjusted Performance | 0.3156 | |||
| Market Risk Adjusted Performance | 0.5101 | |||
| Mean Deviation | 0.4251 | |||
| Downside Deviation | 0.5017 | |||
| Coefficient Of Variation | 290.05 | |||
| Standard Deviation | 0.5946 | |||
| Variance | 0.3536 | |||
| Information Ratio | 0.0993 | |||
| Jensen Alpha | 0.142 | |||
| Total Risk Alpha | 0.1083 | |||
| Sortino Ratio | 0.1177 | |||
| Treynor Ratio | 0.5001 | |||
| Maximum Drawdown | 3.42 | |||
| Value At Risk | (0.62) | |||
| Potential Upside | 1.13 | |||
| Downside Variance | 0.2517 | |||
| Semi Variance | (0.04) | |||
| Expected Short fall | (0.51) | |||
| Skewness | 0.7469 | |||
| Kurtosis | 2.35 |
| Risk Adjusted Performance | 0.3156 | |||
| Market Risk Adjusted Performance | 0.5101 | |||
| Mean Deviation | 0.4251 | |||
| Downside Deviation | 0.5017 | |||
| Coefficient Of Variation | 290.05 | |||
| Standard Deviation | 0.5946 | |||
| Variance | 0.3536 | |||
| Information Ratio | 0.0993 | |||
| Jensen Alpha | 0.142 | |||
| Total Risk Alpha | 0.1083 | |||
| Sortino Ratio | 0.1177 | |||
| Treynor Ratio | 0.5001 | |||
| Maximum Drawdown | 3.42 | |||
| Value At Risk | (0.62) | |||
| Potential Upside | 1.13 | |||
| Downside Variance | 0.2517 | |||
| Semi Variance | (0.04) | |||
| Expected Short fall | (0.51) | |||
| Skewness | 0.7469 | |||
| Kurtosis | 2.35 |
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Other Information on Investing in Sit Mutual Fund
Sit Balanced financial ratios help investors to determine whether Sit 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 Sit with respect to the benefits of owning Sit Balanced security.
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