| By Rifka Kats | | Macroaxis Story | |
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This list of potential positions covers Funds investing in financial sector. Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using
Portfolio Positions Ratings and
Equity Ratings tools to further calibrate your research.
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Shelton Bdc Income (LOAIX)
Shelton Bdc Income [LOAIX] is traded in USA and was established 4th of May 2024. The fund is listed under Financial category and is part of
Shelton Capital Management family. Shelton Bdc Income now has accumulated 3.94
M in
assets with minimum initial investment of 500
K. , while the total return for the last 3 years was -3.06%.
Shelton Bdc Income (LOANX)
Shelton Bdc Income [LOANX] is traded in USA and was established 4th of May 2024. The fund is listed under Financial category and is part of
Shelton Capital Management family. Shelton Bdc Income now has accumulated 4.05
M in
assets with minimum initial investment of 1
K. , while the total return for the last 3 years was -3.29%.
Invesco DWA Financial (PFI)
Invesco DWA Financial [PFI] is traded in USA and was established 2006-10-12. The fund is classified under
Financial category within
Invesco family. The entity is thematically classified as
Sector ETFs. Invesco DWA Financial at this time have 58.05
M in assets. , while the total return for the last 3 years was -0.4%. At this time, the entity appears to be
fairly valued.
Invesco DWA Financial retains a regular
Real Value of $47.84 per share. The prevalent price of the entity is $47.86. Our model calculates the value of
Invesco DWA Financial from evaluating the entity
fundamentals such as Return On Asset of 1.29,
price to earning of
23.74 X, and Return On Equity of 1.0E-4 as well as inspecting its
technical indicators and
probability of bankruptcy. In general, most investors encourage purchasing undervalued assets and trading away overvalued assets since, at some point, asset prices and their ongoing
real values will come together.
iShares Broker Dealers Securities (IAI)
iShares Broker Dealers Securities [IAI] is traded in USA and was established 2006-05-01. The fund is classified under
Financial category within
iShares family. The entity is thematically classified as
Sector ETFs. iShares Broker Dealers currently have 469.35
M in assets under management (AUM). , while the total return for the last 3 years was 7.4%.
Current Money Funds Recommendations
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Shelton Bdc Income (LOAIX)
Shelton Bdc Income [LOAIX] is traded in USA and was established 4th of May 2024. The fund is listed under Financial category and is part of
Shelton Capital Management family. Shelton Bdc Income now has accumulated 3.94
M in
assets with minimum initial investment of 500
K. , while the total return for the last 3 years was -3.06%.
Shelton Bdc Income (LOANX)
Shelton Bdc Income [LOANX] is traded in USA and was established 4th of May 2024. The fund is listed under Financial category and is part of
Shelton Capital Management family. Shelton Bdc Income now has accumulated 4.05
M in
assets with minimum initial investment of 1
K. , while the total return for the last 3 years was -3.29%.
Invesco DWA Financial (PFI)
Invesco DWA Financial [PFI] is traded in USA and was established 2006-10-12. The fund is classified under
Financial category within
Invesco family. The entity is thematically classified as
Sector ETFs. Invesco DWA Financial at this time have 58.05
M in assets. , while the total return for the last 3 years was -0.4%. At this time, the entity appears to be
fairly valued.
Invesco DWA Financial retains a regular
Real Value of $47.84 per share. The prevalent price of the entity is $47.86. Our model calculates the value of
Invesco DWA Financial from evaluating the entity
fundamentals such as Return On Asset of 1.29,
price to earning of
23.74 X, and Return On Equity of 1.0E-4 as well as inspecting its
technical indicators and
probability of bankruptcy. In general, most investors encourage purchasing undervalued assets and trading away overvalued assets since, at some point, asset prices and their ongoing
real values will come together.
iShares Broker Dealers Securities (IAI)
iShares Broker Dealers Securities [IAI] is traded in USA and was established 2006-05-01. The fund is classified under
Financial category within
iShares family. The entity is thematically classified as
Sector ETFs. iShares Broker Dealers currently have 469.35
M in assets under management (AUM). , while the total return for the last 3 years was 7.4%.
Current Money Funds Recommendations
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Rifka Kats is a Member of Macroaxis Editorial Board. Rifka writes about retail product and service companies from the perspective of a regular consumer and sophisticated investor at the same time. She is passionate about corporate ethics and equality in the workforce.
View Profile This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Please refer to our
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