Driehaus Smallmid Cap Fund Fundamentals
| DSMDX Fund | USD 20.01 0.44 2.15% |
Driehaus Smallmid Cap fundamentals help investors to digest information that contributes to Driehaus Small/mid's financial success or failures. It also enables traders to predict the movement of Driehaus Mutual Fund. The fundamental analysis module provides a way to measure Driehaus Small/mid'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 Driehaus Small/mid mutual fund.
Driehaus |
Driehaus Smallmid Cap Mutual Fund Equity Positions Weight Analysis
Driehaus Small/mid's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Driehaus Small/mid Equity Positions Weight | 99.34 % |
Most of Driehaus Small/mid's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Driehaus Smallmid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Driehaus Smallmid Cap has an Equity Positions Weight of 99%. This is much higher than that of the Driehaus family and significantly higher than that of the Mid-Cap Growth category. The equity positions weight for all United States funds is notably lower than that of the firm.
Driehaus Smallmid Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Driehaus Small/mid's current stock value. Our valuation model uses many indicators to compare Driehaus Small/mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Driehaus Small/mid competition to find correlations between indicators driving Driehaus Small/mid's intrinsic value. More Info.Driehaus Smallmid Cap is one of the top funds in net asset among similar funds. It also is one of the top funds in minimum initial investment among similar funds . The ratio of Net Asset to Minimum Initial Investment for Driehaus Smallmid Cap is about 1,457 . 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 Driehaus Small/mid's earnings, one of the primary drivers of an investment's value.Driehaus Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Driehaus Small/mid's direct or indirect competition against its Equity Positions 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 Driehaus Small/mid could also be used in its relative valuation, which is a method of valuing Driehaus Small/mid by comparing valuation metrics of similar companies.Driehaus Smallmid is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Driehaus Small/mid
The fund invests 99.34% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.66%) .Asset allocation divides Driehaus Small/mid'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.
Driehaus Fundamentals
| Total Asset | 23.17 M | ||||
| Net Asset | 14.57 M | ||||
| Minimum Initial Investment | 10 K | ||||
| Cash Position Weight | 0.66 % | ||||
| Equity Positions Weight | 99.34 % |
About Driehaus Small/mid Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Driehaus Smallmid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Driehaus Small/mid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Driehaus Smallmid 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.Under normal market conditions, the fund invests at least 80 percent of its net assets in the equity securities of U.S. small-capitalized and U.S. medium-capitalized companies. In addition, while it will invest primarily in the equity securities of U.S. SmallMid cap companies, the fund may also from time to time invest up to a maximum of 20 percent of its assets in the equity securities of non-U.S. companies that trade in the U.S. or in securities of companies above the capitalization range of the Russell 2500 Growth Index.
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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.Other Information on Investing in Driehaus Mutual Fund
Driehaus Small/mid financial ratios help investors to determine whether Driehaus 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 Driehaus with respect to the benefits of owning Driehaus Small/mid security.
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