Chartwell Small Cap Fund Analysis
| CWSGX Fund | USD 20.17 0.20 0.98% |
Chartwell Small's financial leverage is the degree to which the firm utilizes its fixed-income securities and uses equity to finance projects. Companies with high leverage are usually considered to be at financial risk. Chartwell Small's financial risk is the risk to Chartwell Small stockholders that is caused by an increase in debt. In other words, with a high degree of financial leverage come high-interest payments, which usually reduce Earnings Per Share (EPS).
Given that Chartwell Small's debt-to-equity ratio measures a Mutual Fund's obligations relative to the value of its net assets, it is usually used by traders to estimate the extent to which Chartwell Small is acquiring new debt as a mechanism of leveraging its assets. A high debt-to-equity ratio is generally associated with increased risk, implying that it has been aggressive in financing its growth with debt. Another way to look at debt-to-equity ratios is to compare the overall debt load of Chartwell Small to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, Chartwell Small is said to be less leveraged. If creditors hold a majority of Chartwell Small's assets, the Mutual Fund is said to be highly leveraged.
Chartwell Small Cap is fairly valued with Real Value of 19.95 and Hype Value of 20.17. The main objective of Chartwell Small fund analysis is to determine its intrinsic value, which is an estimate of what Chartwell Small Cap is worth, separate from its market price. There are two main types of Chartwell Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Chartwell Small Cap. On the other hand, technical analysis, focuses on the price and volume data of Chartwell Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Chartwell Small mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
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Chartwell Mutual Fund Analysis Notes
The fund holds 96.02% of assets under management (AUM) in equities. Large For more info on Chartwell Small Cap please contact the company at 888-995-5505.Chartwell Small Cap Investment Alerts
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| The fund holds 96.02% of its assets under management (AUM) in equities |
Top Chartwell Small Cap Mutual Fund Constituents
| EAT | Brinker International | Stock | |
| STRA | Strategic Education | Stock | |
| DECK | Deckers Outdoor | Stock | |
| RNG | Ringcentral | Stock | |
| COHR | Coherent | Stock | |
| NTNX | Nutanix | Stock | |
| PCTY | Paylocity Holdng | Stock | |
| NGVT | Ingevity Corp | Stock | |
| CC | Chemours Co | Stock | |
| GNRC | Generac Holdings | Stock | |
| HELE | Helen of Troy | Stock | |
| HAE | Haemonetics | Stock | |
| LOPE | Grand Canyon Education | Stock | |
| NTRA | Natera Inc | Stock | |
| WSC | Willscot Mobile Mini | Stock | |
| RPD | Rapid7 Inc | Stock | |
| VRNS | Varonis Systems | Stock | |
| MTZ | MasTec Inc | Stock | |
| DY | Dycom Industries | Stock | |
| AGS | PlayAGS | Stock | |
| MPWR | Monolithic Power Systems | Stock | |
| DXC | DXC Technology Co | Stock | |
| PODD | Insulet | Stock | |
| OSK | Oshkosh | Stock | |
| MANH | Manhattan Associates | Stock |
Chartwell Small Outstanding Bonds
Chartwell Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Chartwell Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Chartwell bonds can be classified according to their maturity, which is the date when Chartwell Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| Valero Energy Partners Corp BondUS91914JAA07 | View |
Chartwell Small Predictive Daily Indicators
Chartwell Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Chartwell Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 20.17 | |||
| Day Typical Price | 20.17 | |||
| Price Action Indicator | (0.10) | |||
| Period Momentum Indicator | (0.20) | |||
| Relative Strength Index | 55.37 |
Chartwell Small Forecast Models
Chartwell Small's time-series forecasting models are one of many Chartwell Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Chartwell Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Chartwell Small Assets Financed by Debt
Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Chartwell Small's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Chartwell Small, which in turn will lower the firm's financial flexibility.Chartwell Small Corporate Bonds Issued
About Chartwell Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Chartwell Small prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Chartwell shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Chartwell Small. By using and applying Chartwell Mutual Fund analysis, traders can create a robust methodology for identifying Chartwell entry and exit points for their positions.
The fund will invest at least 80 percent of its net assets in common stocks of small capitalization U.S. companies. The funds sub-adviser considers small capitalization companies to be those with market capitalizations that, at the time of initial purchase, have a market capitalization generally within the range of the Russell 2000 Growth Index during the most recent 12-month period.
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Other Information on Investing in Chartwell Mutual Fund
Chartwell Small financial ratios help investors to determine whether Chartwell 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 Chartwell with respect to the benefits of owning Chartwell Small security.
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