Dana Small Financials
| DSCIX Fund | USD 14.36 0.16 1.10% |
Dana |
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.
Dana Small Fund Summary
Dana Small competes with Transamerica Cleartrack, Calvert Moderate, Voya Retirement, Jp Morgan, and Tiaa-cref Lifestyle. The fund seeks to achieve its investment objective through investment in publicly-traded equity securities using a disciplined, risk-controlled investment process. Under normal circumstances, the fund will invest at least 80 percent of its net assets in a diversified portfolio of equity securities of small capitalization companies, with an emphasis on equity securities of U.S. issuers. The manager considers small capitalization companies to be companies within the range of those companies included in the Russell 2000 Index at the time of purchase.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Valued Advisers Trust |
| Mutual Fund Family | Dana Investment |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 855 280 9648 |
| Currency | USD - US Dollar |
Dana Small Key Financial Ratios
Dana Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dana Small's current stock value. Our valuation model uses many indicators to compare Dana Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dana Small competition to find correlations between indicators driving Dana Small's intrinsic value. More Info.Dana Small Cap is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dana Small Cap is roughly 7.62 . 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 Dana Small's earnings, one of the primary drivers of an investment's value.Dana Small Cap Systematic Risk
Dana Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dana Small 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Dana Small Cap correlated with the market. If Beta is less than 0 Dana Small generally moves in the opposite direction as compared to the market. If Dana Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dana Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dana Small is generally in the same direction as the market. If Beta > 1 Dana Small moves generally in the same direction as, but more than the movement of the benchmark.
Dana Small February 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dana Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dana Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dana Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Dana Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dana Small's daily price indicators and compare them against related drivers.
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 11.02 | |||
| Value At Risk | (2.06) | |||
| Potential Upside | 1.94 |
Other Information on Investing in Dana Mutual Fund
Dana Small financial ratios help investors to determine whether Dana 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 Dana with respect to the benefits of owning Dana Small security.
| Stocks Directory Find actively traded stocks across global markets | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |