Stock Dividend Financials
| SDIVX Fund | USD 27.96 0.04 0.14% |
Stock |
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.
Stock Dividend Fund Summary
Stock Dividend competes with Franklin Lifesmart, Franklin Lifesmart, Dimensional Retirement, Target Retirement, and Blackrock Moderate. The fund invests primarily in dividend paying common stocks that generally have investment grade credit ratings on outstanding debt, a long history of dividend payments , minimum ratios of expected earnings to dividend strength, and expectation by the Advisor that the dividend may be increased in the future. It will invest at least 80 percent of its net assets in larger capitalization dividend paying common stocks of U.S. issuers and the advisor intends to be as fully invested as possible at all times. The fund is non-diversified.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Stock Dividend Fund, |
| Mutual Fund Family | Adam Asset Funds |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 704 6072 |
| Currency | USD - US Dollar |
Stock Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Stock Dividend's current stock value. Our valuation model uses many indicators to compare Stock Dividend value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Stock Dividend competition to find correlations between indicators driving Stock Dividend's intrinsic value. More Info.Stock Dividend Fd is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Stock Dividend Fd is roughly 9.81 . 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 Stock Dividend's earnings, one of the primary drivers of an investment's value.Stock Dividend Fd Systematic Risk
Stock Dividend's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Stock Dividend 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 Stock Dividend Fd correlated with the market. If Beta is less than 0 Stock Dividend generally moves in the opposite direction as compared to the market. If Stock Dividend Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Stock Dividend Fd is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Stock Dividend is generally in the same direction as the market. If Beta > 1 Stock Dividend moves generally in the same direction as, but more than the movement of the benchmark.
Stock Dividend November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Stock Dividend help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Stock Dividend Fd. We use our internally-developed statistical techniques to arrive at the intrinsic value of Stock Dividend Fd based on widely used predictive technical indicators. In general, we focus on analyzing Stock Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Stock Dividend's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6163 | |||
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 2.57 | |||
| Value At Risk | (0.96) | |||
| Potential Upside | 1.0 |
Other Information on Investing in Stock Mutual Fund
Stock Dividend financial ratios help investors to determine whether Stock 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 Stock with respect to the benefits of owning Stock Dividend security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |