Conservative Mutual Fund Quote

LUNAX
 Fund
  

USD 10.67  0.07  0.66%   

Market Performance
3 of 100
Odds Of Distress
Less than 1
Conservative Balanced is trading at 10.67 as of the 15th of August 2022; that is 0.66 percent up since the beginning of the trading day. The fund's open price was 10.6. Conservative Balanced has a very small chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for Conservative Balanced Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of August 2020 and ending today, the 15th of August 2022. Click here to learn more.
The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . Conservative Balanced is traded on NASDAQ Exchange in the United States. More on Conservative Balanced Allocation

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Conservative Balanced Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Conservative Balanced's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Conservative Balanced or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Conservative Balanced is unlikely to experience financial distress in the next 2 years
The fund maintains about 22.68% of its assets in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Conservative Balanced's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyFairly Valued
Beta In Three Year0.78
Startdate29th of December 2017
Conservative Balanced Allocation [LUNAX] is traded in USA and was established 15th of August 2022. The fund is listed under Allocation--30% to 50% Equity category and is part of Saratoga family. Conservative Balanced now has accumulated 2.82 M in assets with minimum initial investment of 2.5 K. , while the total return for the last year was 4.96%.
Check Conservative Balanced Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Conservative Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Conservative Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Conservative Balanced Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Conservative Balanced Allocation Constituents

Conservative Balanced Target Price Odds Analysis

What are Conservative Balanced's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Conservative Balanced jumping above the current price in 90 days from now is under 4%. The Conservative Balanced Allocation probability density function shows the probability of Conservative Balanced mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Conservative Balanced has a beta of 0.4227. This indicates as returns on the market go up, Conservative Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Conservative Balanced Allocation will be expected to be much smaller as well. Additionally, the company has an alpha of 0.01, implying that it can generate a 0.01 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 10.67HorizonTargetOdds Above 10.67
96.55%90 days
 10.67 
3.34%
Based on a normal probability distribution, the odds of Conservative Balanced to move above the current price in 90 days from now is under 4 (This Conservative Balanced Allocation probability density function shows the probability of Conservative Mutual Fund to fall within a particular range of prices over 90 days) .

Conservative Balanced Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Conservative Balanced market risk premium is the additional return an investor will receive from holding Conservative Balanced long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Conservative Balanced. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Conservative Balanced's alpha and beta are two of the key measurements used to evaluate Conservative Balanced's performance over the market, the standard measures of volatility play an important role as well.

Conservative Balanced Against Markets

Picking the right benchmark for Conservative Balanced mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Conservative Balanced mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Conservative Balanced is critical whether you are bullish or bearish towards Conservative Balanced Allocation at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Conservative Balanced without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Conservative Balanced Allocation?

You need to understand the risk of investing before taking a position in Conservative Balanced. The danger of trading Conservative Balanced Allocation is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Conservative Balanced is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Conservative Balanced. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Conservative Balanced is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, see Stocks Correlation. Note that the Conservative Balanced information on this page should be used as a complementary analysis to other Conservative Balanced'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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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When running Conservative Balanced price analysis, check to measure Conservative Balanced's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Conservative Balanced is operating at the current time. Most of Conservative Balanced's value examination focuses on studying past and present price action to predict the probability of Conservative Balanced's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Conservative Balanced's price. Additionally, you may evaluate how the addition of Conservative Balanced to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Conservative Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine Conservative Balanced value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Conservative Balanced'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.