Delaware Smid Cap Fund Cash Position Weight
| DFCIXDelisted Fund | USD 16.08 0.00 0.00% |
Delaware Smid Cap fundamentals help investors to digest information that contributes to Delaware Smid's financial success or failures. It also enables traders to predict the movement of Delaware Mutual Fund. The fundamental analysis module provides a way to measure Delaware Smid's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Delaware Smid mutual fund.
Delaware |
Delaware Smid Cap Mutual Fund Cash Position Weight Analysis
Delaware Smid's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Delaware Smid Cap has 0.0% in Cash Position Weight. This indicator is about the same for the Delaware Funds by Macquarie average (which is currently at 0.0) family and about the same as Mid-Cap Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Delaware Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Delaware Smid's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Delaware Smid could also be used in its relative valuation, which is a method of valuing Delaware Smid by comparing valuation metrics of similar companies.Delaware Smid is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Delaware Smid
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Delaware Smid's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Delaware Fundamentals
| Price To Earning | 25.16 X | |||
| Price To Book | 4.36 X | |||
| Price To Sales | 2.67 X | |||
| Total Asset | 747.58 M | |||
| Year To Date Return | 1.26 % | |||
| One Year Return | 8.58 % | |||
| Three Year Return | (14.05) % | |||
| Five Year Return | 4.79 % | |||
| Ten Year Return | 16.96 % | |||
| Net Asset | 1.51 B | |||
| Equity Positions Weight | 100.00 % |
About Delaware Smid Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Delaware Smid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Delaware Smid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Delaware Smid Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Consideration for investing in Delaware Mutual Fund
If you are still planning to invest in Delaware Smid Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Delaware Smid's history and understand the potential risks before investing.
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