Dean Small Price To Book vs. Cash Position Weight
| DASCX Fund | USD 19.41 0.13 0.67% |
For Dean Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Dean Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Dean Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Dean Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Dean Small Cap over time as well as its relative position and ranking within its peers.
Dean |
Dean Small Cap Cash Position Weight vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Dean Small's current stock value. Our valuation model uses many indicators to compare Dean Small value to that of its competitors to determine the firm's financial worth. Dean Small Cap is one of the top funds in price to book among similar funds. It also is one of the top funds in cash position weight among similar funds creating about 2.72 of Cash Position Weight per Price To Book. 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 Dean Small's earnings, one of the primary drivers of an investment's value.Dean Cash Position Weight vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Dean Small |
| = | 1.69 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Dean Small |
| = | 4.59 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Dean Cash Position Weight Comparison
Dean Small is currently under evaluation in cash position weight among similar funds.
Dean Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Dean Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Dean Small will eventually generate negative long term returns. The profitability progress is the general direction of Dean Small's change in net profit over the period of time. It can combine multiple indicators of Dean Small, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund primarily invests in equity securities of small cap companies. It invests at least 80 percent of its net assets in equity securities of U.S. small cap companies. The fund may also invest in high grade government bonds. It may from time to time overweight its investments in certain market sectors. The fund may also invest in high grade government bonds.
Dean Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Dean Small. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Dean Small position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Dean Small's important profitability drivers and their relationship over time.
Use Dean Small in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Dean Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Dean Small will appreciate offsetting losses from the drop in the long position's value.Dean Small Pair Trading
Dean Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Dean Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dean Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Dean Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Dean Small Cap to buy it.
The correlation of Dean Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Dean Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dean Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Dean Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Dean Small position
In addition to having Dean Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Technology Thematic Idea Now
Technology
Companies that are involved in development or distribution of technologically based goods and services such as software, IT or electronics. The Technology theme has 30 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Technology Theme or any other thematic opportunities.
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Other Information on Investing in Dean Mutual Fund
To fully project Dean Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Dean Small Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Dean Small's income statement, its balance sheet, and the statement of cash flows.
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