Balanced Fund Competition

Mutual Funds . USA . 
Fund . Balanced Fund Retail
FLDFX Fund  USD 13.52  0.01  0.07%   
Balanced Fund Retail competes with Ep Emerging, Knife River, SEI Investments, Koppers Holdings, and Techtronic Industries; as well as few others. The fund is listed under Tactical Allocation category and is part of Meeder Funds family. The entity is thematically classified as Consumer Funds. Analyzing Balanced Fund competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Balanced Fund to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Balanced Fund Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Balanced Fund competition on your existing holdings.
  
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Balanced Fund's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
12.9513.5214.09
Details
Intrinsic
Valuation
LowRealHigh
12.9013.4714.04
Details
Naive
Forecast
LowNextHigh
12.6313.2013.77
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.0613.4513.83
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Balanced Fund. Your research has to be compared to or analyzed against Balanced Fund's peers to derive any actionable benefits. When done correctly, Balanced Fund's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Balanced Fund Retail.

Balanced Fund Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Balanced Fund and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Balanced and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Balanced Fund Retail does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
SEED
+ 0.82
EPASX
AZEK
+ 0.81
SEIC
KMT
+ 0.73
SEED
UIPMX
+ 0.72
TTNDY
SEED
+ 0.67
UIPMX
KMT
+ 0.6
EPASX
  
High negative correlations   
SEED
- 0.79
KOP
KOP
- 0.73
EPASX
KMT
- 0.7
KOP
UIPMX
- 0.58
KOP
AZEK
- 0.5
UIPMX
KMT
- 0.5
KNF

Risk-Adjusted Indicators

There is a big difference between Balanced Mutual Fund performing well and Balanced Fund Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Balanced Fund's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Balanced Fund Competitive Analysis

The better you understand Balanced Fund competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Balanced Fund's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Balanced Fund's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
FLDFX EPASX KNF SEIC KOP TTNDY UIPMX SEED KMT AZEK
 0.07 
 13.52 
Balanced
 1.11 
 9.78 
EPASX
 0.31 
 70.63 
Knife
 0.56 
 66.97 
SEI
 2.25 
 43.22 
Koppers
 0.15 
 61.39 
Techtronic
 0.26 
 19.38 
Precious
 2.23 
 5.04 
Origin
 3.12 
 25.45 
Kennametal
 1.39 
 47.36 
Azek
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Risky
Very steady
Very steady
Market Performance
(90 Days Performance)
Insignificant
Insignificant
Very Weak
Very Weak
Very Weak
Modest
Solid
Good
Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Under Valued
Over Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Strong Buy
Hold
Strong Buy
Not Available
Not Available
Not Available
Hold
Strong Buy
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Hold
Strong Hold
Strong Hold
Strong Sell
Strong Hold
Strong Buy
Strong Hold
Strong Hold
Strong Hold
Current Ratio
N/A
N/A
N/A
4.43
2.12
1.41
N/A
0.13
2.03
2.96
Net Asset
353.07 M
88.29 M
2.6 B
2.52 B
1.84 B
13.01 B
457.31 M
238.51 M
2.55 B
2.37 B
Profit Margin
N/A
N/A
0.0619
0.25
0.0359
0.0833
N/A
0.48
0.0529
0.0857
EBITDA
N/A
N/A
420.2 M
424.52 M
249.5 M
1.65 B
N/A
71.54 M
204.85 M
263.72 M
Price To Book
2.56
3.63
3.64
4.16
2.34
4.49
0.96
4.86
1.45
5.07
Operating Margin
N/A
N/A
-0.16
0.25
0.0695
0.0895
N/A
0.0463
0.0822
0.0607
Current Valuation
N/A
N/A
4.54 B
7.94 B
1.8 B
25.37 B
N/A
2.53 M
2.55 B
7.22 B
Five Year Return
6.98
3.81
N/A
1.18
N/A
1.42
11.46
N/A
2.43
N/A
Retained Earnings
N/A
N/A
665.8 M
762.59 M
444 M
1.73 B
N/A
(601.57 M)
1.12 B
(45.05 M)
Current Asset
N/A
N/A
N/A
1 B
445 M
3.21 B
N/A
478.1 M
637.38 M
N/A
One Year Return
16.42
4.32
N/A
N/A
N/A
N/A
12.95
N/A
N/A
N/A
Beta
N/A
N/A
N/A
1.03
1.86
1.44
N/A
1.33
1.76
1.93
Cash Position Weight
60.45
8.98
N/A
N/A
N/A
N/A
0.76
N/A
N/A
N/A
Equity Positions Weight
28.04
91.72
N/A
N/A
N/A
N/A
99.24
N/A
N/A
N/A
Number Of Employees
1
1
4.39 K
5.06 K
2.2 K
47.57 K
1
63
8.7 K
2.24 K
Shares Outstanding
N/A
N/A
56.61 M
131.39 M
21.2 M
366.94 M
N/A
6.32 M
78.67 M
145.83 M
Three Year Return
3.75
-8.42
N/A
N/A
N/A
N/A
-4.25
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
319 M
447.03 M
146.1 M
(100.94 M)
N/A
(5.46 M)
257.94 M
362.54 M
Annual Yield
0.0147
0.012
N/A
0.0135
0.0065
0.0184
0.0253
N/A
0.0324
N/A
Total Debt
N/A
N/A
726.4 M
25.35 M
930.7 M
1.03 B
N/A
241 K
595.86 M
586.26 M
Return On Equity
N/A
N/A
0.16
0.23
0.16
0.25
N/A
-3.72
0.0863
0.0862
Bond Positions Weight
0.89
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
15.4
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
0.0782
0.12
0.0615
0.0601
N/A
-0.0297
0.045
0.0465
Number Of Shares Shorted
N/A
N/A
1.13 M
1.84 M
214.5 K
N/A
N/A
50.3 K
4.94 M
4.13 M
Book Value Per Share
N/A
N/A
21.53
17.2
23.87
13.76
N/A
-8.85
16.08
9.32
Current Liabilities
N/A
N/A
N/A
224.48 M
283.8 M
2.24 B
N/A
614.5 M
262.1 M
N/A
Total Asset
7.1 M
77.08 M
2.6 B
2.52 B
1.84 B
13.01 B
425.1 M
238.51 M
2.55 B
2.37 B
Short Ratio
N/A
N/A
3.73
3.33
1.3
N/A
N/A
0.75
6.65
2.38
Target Price
N/A
N/A
83.2
73.0
64.67
112.4
N/A
5.0
25.57
53.39
Debt To Equity
N/A
N/A
N/A
0.015
2.43
0.78
N/A
180.2
0.55
0.46
Last Dividend Paid
N/A
N/A
N/A
0.89
0.25
0.25
0.04
N/A
0.8
N/A
Shares Owned By Institutions
N/A
N/A
81.54
74.06
96.72
0.09
N/A
1.25
98.98
98.29
Market Capitalization
N/A
N/A
4 B
8.79 B
889.14 M
25.26 B
N/A
33.12 M
2 B
6.81 B
Price To Earning
17.17
21.68
N/A
19.7
5.11
25.69
20.05
N/A
13.35
31.47
Price To Earnings To Growth
N/A
N/A
0.92
1.43
0.35
N/A
N/A
N/A
0.56
3.54
Price To Sales
1.44
2.32
1.63
4.62
0.54
1.57
2.09
0.22
0.9
4.95
Net Income
N/A
N/A
182.9 M
462.26 M
89.2 M
1.1 B
N/A
62.67 M
123.37 M
67.95 M
Earnings Per Share
N/A
N/A
3.12
3.59
3.46
3.14
N/A
1.21
1.39
0.79
Shares Owned By Insiders
N/A
N/A
0.6
23.69
4.14
N/A
N/A
13.26
1.02
1.71
Year To Date Return
6.86
2.49
N/A
N/A
N/A
N/A
11.35
N/A
N/A
N/A
Revenue
N/A
N/A
2.83 B
1.92 B
2.15 B
13.2 B
N/A
93.31 M
2.08 B
1.37 B
Ten Year Return
5.57
N/A
N/A
N/A
N/A
N/A
-3.21
N/A
N/A
N/A
Working Capital
N/A
N/A
566.27 M
1.13 B
373.1 M
978 M
N/A
(171.68 M)
592.81 M
387.73 M
Cash And Equivalents
N/A
N/A
10.09 M
791.44 M
45.5 M
1.67 B
N/A
6.51 M
106.02 M
159.62 M
Cash Per Share
N/A
N/A
N/A
5.87
1.82
4.56
N/A
1.13
0.79
1.05
Gross Profit
N/A
N/A
N/A
1.58 B
344.6 M
5.12 B
N/A
16.19 M
653.48 M
437.79 M
Day Typical Price
13.52
9.78
70.63
66.81
43.22
61.29
19.38
5.04
25.21
47.31
Accumulation Distribution
N/A
N/A
N/A
29509.25
N/A
286.03
N/A
3696.72
22330.89
28327.78
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
9.2 T
0.2846
9.2 T
0.1837
9.2 T
0.2619
1.054795
0.6132
Period Momentum Indicator
0.01
(0.11)
0.22
0.37
0.95
0.09
0.05
0.11
0.77
0.65
Rate Of Daily Change
1.0
0.99
1.0
1.01
1.02
1.0
1.0
1.02
1.03
1.01
Day Median Price
13.52
9.78
70.63
66.73
43.22
61.25
19.38
5.04
25.1
47.28
Price Action Indicator
0.005
(0.06)
0.11
0.43
0.47
0.19
0.025
0.055
0.74
0.4
Coefficient Of Variation
1225.15
1483.95
(9,334)
(17,492)
(1,080)
1091.41
382.57
711.64
2365.19
(37,476)
Mean Deviation
0.4509
0.4892
1.3
0.6259
1.57
1.82
1.3
4.6
1.19
1.29
Jensen Alpha
0.0248
0.0305
(0.05)
(0.03)
(0.27)
0.2005
0.4183
0.8869
0.0354
(0.04)
Total Risk Alpha
0.0234
0.0186
(0.06)
(0.03)
(0.34)
0.1602
0.3973
0.7645
0.0211
(0.05)
Sortino Ratio
0.0406
0.0293
N/A
N/A
N/A
0.0827
0.243
0.1748
0.0256
N/A
Downside Variance
0.3035
0.4328
N/A
N/A
N/A
5.94
3.01
26.35
2.75
N/A
Standard Deviation
0.5626
0.6355
1.64
0.8445
2.84
2.46
1.7
6.55
1.56
1.67
Kurtosis
(0.50)
0.2968
0.2731
1.08
18.54
1.34
0.4516
3.06
0.2294
1.11
Potential Upside
0.9217
1.1
2.47
1.34
2.91
3.83
3.09
13.21
2.7
2.26
Treynor Ratio
0.0436
0.188
(0.02)
(0.01)
(2.29)
0.199
0.344
0.5135
0.0367
(0.01)
Maximum Drawdown
2.19
3.1
8.13
4.74
24.53
13.03
8.68
38.65
6.82
8.8
Variance
0.3165
0.4038
2.7
0.7131
8.04
6.04
2.9
42.95
2.43
2.79
Market Risk Adjusted Performance
0.0536
0.198
(0.01)
(0)
(2.28)
0.209
0.354
0.5235
0.0467
0.002
Risk Adjusted Performance
0.0487
0.0413
(0.0002)
(0.0006)
(0.05)
0.063
0.1647
0.0942
0.0317
0.0048
Skewness
(0.11)
(0.14)
(0.39)
(0.39)
(3.00)
0.4975
(0.35)
1.16
(0.26)
0.3529
Semi Deviation
0.4781
0.5685
N/A
N/A
N/A
2.14
1.29
4.44
1.58
N/A
Information Ratio
0.0398
0.0304
(0.03)
(0.03)
(0.10)
0.082
0.2476
0.1369
0.0272
(0.02)
Value At Risk
(0.83)
(1.05)
(2.91)
(1.56)
(3.74)
(3.45)
(2.23)
(7.34)
(2.96)
(2.73)
Expected Short fall
(0.51)
(0.55)
N/A
N/A
N/A
(1.85)
(1.53)
(5.30)
(1.19)
N/A
Downside Deviation
0.5509
0.6579
N/A
N/A
N/A
2.44
1.74
5.13
1.66
N/A
Semi Variance
0.2286
0.3231
N/A
N/A
N/A
4.6
1.67
19.75
2.5
N/A

Balanced Fund Competition Performance Charts

Five steps to successful analysis of Balanced Fund Competition

Balanced Fund's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Balanced Fund Retail in relation to its competition. Balanced Fund's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Balanced Fund in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Balanced Fund's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Balanced Fund Retail, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Balanced Fund position

In addition to having Balanced Fund in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Corona Opportunity Thematic Idea Now

Corona Opportunity
Corona Opportunity Theme
Firms that are involved in some capacity in making products or providing services to the public to buttle the virus directly or indirectly. This also includes some defencive and contrarian stocks and ETFs that are managing to avoid the big market correction coused by coronavirus. The Corona Opportunity theme has 46 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Corona Opportunity Theme or any other thematic opportunities.
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Check out Balanced Fund Correlation with its peers.
Note that the Balanced Fund Retail information on this page should be used as a complementary analysis to other Balanced Fund's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between Balanced Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if Balanced Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Balanced Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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