Ingersoll Rand Exploring Valuation After Recent Share Price Recovery
| SFSNX Fund | USD 18.30 0.06 0.33% |
Slightly above 61% of Schwab Fundamental's investor base is looking to short. The analysis of overall sentiment of trading Schwab Fundamental Small mutual fund suggests that many investors are alarmed at this time. Schwab Fundamental's investing sentiment can be driven by a variety of factors including economic data, Schwab Fundamental's earnings reports, geopolitical events, and overall market trends.
SCHWAB |
Ingersoll Rand stock drew interest after recent trading data revealed a nearly 1.5 percent gain for the day. This comes after a period of subdued returns over the past month and quarter. See our latest analysis for Ingersoll Rand. After a strong surge over the past three years, with a total shareholder return of nearly 65, Ingersoll Rands momentum has slowed. Recently, the share price has retreated to 77.24. Recent short-term declines may reflect shifting sentiment or a reassessment of...
Read at simplywall.st
 |
Schwab Fundamental Fundamental Analysis
We analyze Schwab Fundamental's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Schwab Fundamental using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Schwab Fundamental 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.
Three Year Return
Three Year Return Comparative Analysis
Schwab Fundamental is currently under evaluation in three year return among similar funds. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Schwab Fundamental Small 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 Schwab Fundamental mutual fund to make a market-neutral strategy. Peer analysis of Schwab Fundamental could also be used in its relative valuation, which is a method of valuing Schwab Fundamental by comparing valuation metrics with similar companies.
Peers
Schwab Fundamental Related Equities
| FSENX | Fidelity Select | 1.61 | ||||
| TADAX | Transamerica | 0.18 | ||||
| TDEIX | Transamerica | 0.17 | ||||
| ARYIX | One Choice | 0.17 | ||||
| SWMCX | Schwab Mid | 0.28 | ||||
| PENNX | Royce Pennsylvania | 0.32 | ||||
| DSCGX | Dfa - | 0.41 | ||||
| TWMIX | Emerging Markets | 0.54 | ||||
| LISOX | Lazard International | 0.73 | ||||
| CEMDX | Cullen Emerging | 0.75 |
Other Information on Investing in SCHWAB Mutual Fund
Schwab Fundamental financial ratios help investors to determine whether SCHWAB 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 SCHWAB with respect to the benefits of owning Schwab Fundamental security.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| AI Portfolio Prophet Use AI to generate optimal portfolios and find profitable investment opportunities |