Dana Large Cap Fund Manager Performance Evaluation
| DLCIX Fund | USD 21.93 0.14 0.63% |
The fund shows a Beta (market volatility) of 0.45, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dana Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dana Large is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dana Large Cap are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Dana Large showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.7500 |
Dana |
Dana Large Relative Risk vs. Return Landscape
If you would invest 1,782 in Dana Large Cap on November 3, 2025 and sell it today you would earn a total of 411.00 from holding Dana Large Cap or generate 23.06% return on investment over 90 days. Dana Large Cap is currently producing 0.3681% returns and takes up 2.7397% volatility of returns over 90 trading days. Put another way, 24% of traded mutual funds are less volatile than Dana, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dana Large Current Valuation
Undervalued
Today
Please note that Dana Large's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Dana Large Cap shows a prevailing Real Value of $23.21 per share. The current price of the fund is $21.93. We determine the value of Dana Large Cap from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Dana Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dana Mutual Fund. However, Dana Large's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 21.93 | Real 23.21 | Hype 21.93 |
The intrinsic value of Dana Large's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Dana Large's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Dana Large Cap helps investors to forecast how Dana mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Dana Large more accurately as focusing exclusively on Dana Large's fundamentals will not take into account other important factors: Dana Large Target Price Odds to finish over Current Price
The tendency of Dana Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 21.93 | 90 days | 21.93 | about 8.53 |
Based on a normal probability distribution, the odds of Dana Large to move above the current price in 90 days from now is about 8.53 (This Dana Large Cap probability density function shows the probability of Dana Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Dana Large has a beta of 0.45 suggesting as returns on the market go up, Dana Large average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Dana Large Cap will be expected to be much smaller as well. Additionally Dana Large Cap has an alpha of 0.3186, implying that it can generate a 0.32 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Dana Large Price Density |
| Price |
Predictive Modules for Dana Large
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Dana Large Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Dana Large Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Dana Large is not an exception. The market had few large corrections towards the Dana Large's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Dana Large Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Dana Large within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.32 | |
β | Beta against Dow Jones | 0.45 | |
σ | Overall volatility | 2.00 | |
Ir | Information ratio | 0.11 |
Dana Large Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Dana Large for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Dana Large Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 99.08% of its assets under management (AUM) in equities |
Dana Large Fundamentals Growth
Dana Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dana Large, and Dana Large fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dana Mutual Fund performance.
| Price To Earning | 18.24 X | ||||
| Price To Book | 2.76 X | ||||
| Price To Sales | 1.84 X | ||||
| Total Asset | 68.77 M | ||||
About Dana Large Performance
Evaluating Dana Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dana Large has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dana Large has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective through investment in publicly-traded equity securities using a disciplined, risk-controlled investment process. At least 80 percent of the funds net assets will be invested in large cap equity securities, which the Adviser defines as companies having a market capitalization of over 10 billion at the time of purchase. While the fund selects stocks from the 700 largest companies, it may also invest a portion of its assets in equity securities of companies of any size, including what are commonly referred to as small-cap and mid-cap companies.Things to note about Dana Large Cap performance evaluation
Checking the ongoing alerts about Dana Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dana Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.08% of its assets under management (AUM) in equities |
- Analyzing Dana Large's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Dana Large's stock is overvalued or undervalued compared to its peers.
- Examining Dana Large's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Dana Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dana Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dana Large's mutual fund. These opinions can provide insight into Dana Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dana Mutual Fund
Dana Large 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 Large security.
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