Stock Dividend Fd Fund Quote
| SDIVX Fund | USD 27.87 0.05 0.18% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Stock Dividend is trading at 27.87 as of the 26th of November 2024; that is 0.18 percent increase since the beginning of the trading day. The fund's open price was 27.82. Stock Dividend has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Stock Dividend Fd are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
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. More on Stock Dividend Fd
Moving together with Stock Mutual Fund
Stock Mutual Fund Highlights
| Fund Concentration | Adam Asset Funds, Large Value Funds, Large Value, Adam Asset Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Stock Dividend Fd [SDIVX] is traded in USA and was established 26th of November 2024. Stock Dividend is listed under Adam Asset Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Adam Asset Funds family. This fund at this time has accumulated 33.63 M in assets with minimum initial investment of 100 K. Stock Dividend Fd is currently producing year-to-date (YTD) return of 18.03% with the current yeild of 0.04%, while the total return for the last 3 years was 11.37%.
Check Stock Dividend 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 Stock 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 Stock 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 Stock Dividend Fd 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 Stock Dividend Fd Mutual Fund Constituents
| COP | ConocoPhillips | Stock | Energy | |
| AEO | American Eagle Outfitters | Stock | Consumer Discretionary | |
| SJM | JM Smucker | Stock | Consumer Staples | |
| HPE | Hewlett Packard Enterprise | Stock | Information Technology | |
| GPS | Gap Inc | Stock | Consumer Discretionary | |
| IBM | International Business Machines | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials |
Stock Dividend Fd Risk Profiles
| Mean Deviation | 0.4982 | |||
| Semi Deviation | 0.4983 | |||
| Standard Deviation | 0.6184 | |||
| Variance | 0.3824 |
Stock Dividend Against Markets
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.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities |