Df Dent Financials
| DFMGX Fund | USD 39.82 0.04 0.10% |
DFMGX |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Df Dent Fund Summary
Df Dent competes with Df Dent, Df Dent, Df Dent, Df Dent, and Df Dent. Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of medium-sized companies . It typically invests in U.S.-listed equity securities, consisting of common stocks, preferred stocks, securities convertible into U.S. common stocks, real estate investment trusts , American Depositary Receipts , and exchange-traded funds .Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Forum Funds |
| Mutual Fund Family | DF Dent Funds |
| Mutual Fund Category | Mid-Cap Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 866 233 3368 |
| Currency | USD - US Dollar |
DFMGX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Df Dent's current stock value. Our valuation model uses many indicators to compare Df Dent value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Df Dent competition to find correlations between indicators driving Df Dent's intrinsic value. More Info.Df Dent Midcap is rated # 4 fund in year to date return among similar funds. It also is rated # 4 fund in one year return among similar funds reporting about 1.73 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Df Dent's earnings, one of the primary drivers of an investment's value.Df Dent Midcap Systematic Risk
Df Dent's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Df Dent volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Df Dent Midcap correlated with the market. If Beta is less than 0 Df Dent generally moves in the opposite direction as compared to the market. If Df Dent Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Df Dent Midcap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Df Dent is generally in the same direction as the market. If Beta > 1 Df Dent moves generally in the same direction as, but more than the movement of the benchmark.
Df Dent November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Df Dent help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Df Dent Midcap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Df Dent Midcap based on widely used predictive technical indicators. In general, we focus on analyzing DFMGX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Df Dent's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.07 | |||
| Information Ratio | 0.0157 | |||
| Maximum Drawdown | 4.45 | |||
| Value At Risk | (1.56) | |||
| Potential Upside | 1.58 |
Other Information on Investing in DFMGX Mutual Fund
Df Dent financial ratios help investors to determine whether DFMGX 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 DFMGX with respect to the benefits of owning Df Dent security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal |