Democratic Large Cap Etf Profile

DEMZ Etf  USD 34.64  0.36  1.05%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Democratic Large is trading at 34.64 as of the 20th of March 2025; that is 1.05 percent increase since the beginning of the trading day. The etf's open price was 34.28. Democratic Large has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The index is a subset of the SP 500 Index designed to provide exposure to large capitalization companies that make political contributions to Democratic Party candidates and political action committees above a certain threshold. Demz Political is traded on NASDAQ Exchange in the United States.. More on Democratic Large Cap

Moving together with Democratic Etf

  1.0VTI Vanguard Total StockPairCorr
  0.75SPY SPDR SP 500PairCorr
  0.75IVV iShares Core SPPairCorr
  0.82VIG Vanguard DividendPairCorr
  0.99VV Vanguard Large CapPairCorr
  0.89RSP Invesco SP 500PairCorr

Democratic Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationTheme ETFs, Strategy ETFs, Large Blend, DEMZ (View all Sectors)
IssuerReflection Asset Management
Inception Date2020-11-02
BenchmarkDemocratic Large Cap Core Index
Entity TypeRegulated Investment Company
Asset Under Management38.94 Million
Asset TypeEquity
CategoryStrategy
FocusTheme
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorSEI Investments Global Funds Services
AdvisorReflection Asset Management, LLC
CustodianBrown Brothers Harriman & Co.
DistributorSEI Investments Distribution Co.
Portfolio ManagerJason T. Britton
Transfer AgentBrown Brothers Harriman & Co.
Fiscal Year End30-Sep
ExchangeNASDAQ
Number of Constituents51.0
Market MakerVirtu Financial
Total Expense0.45
Management Fee0.45
Country NameUSA
Returns Y T D(4.62)
NameDemocratic Large Cap Core ETF
Currency CodeUSD
Open FigiBBG00Y29K750
In Threey Volatility17.88
1y Volatility12.54
200 Day M A35.5947
50 Day M A36.2913
CodeDEMZ
Updated At19th of March 2025
Currency NameUS Dollar
In Threey Sharp Ratio0.48
Democratic Large Cap [DEMZ] is traded in USA and was established 2020-11-02. The fund is listed under Large Blend category and is part of DEMZ family. The entity is thematically classified as Theme ETFs. Democratic Large Cap currently have 18.62 M in assets under management (AUM). , while the total return for the last 3 years was 9.3%.
Check Democratic Large Probability Of Bankruptcy

Top Democratic Large Cap Etf Constituents

AAPLApple IncStockInformation Technology
COSTCostco Wholesale CorpStockConsumer Staples
DHRDanaherStockHealth Care
DISWalt DisneyStockCommunication Services
IBMInternational Business MachinesStockInformation Technology
MCOMoodysStockFinancials
MTBMT BankStockFinancials
NVDANVIDIAStockInformation Technology
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Democratic Large Cap Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Democratic Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Democratic Large Against Markets

When determining whether Democratic Large Cap offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Democratic Large's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Democratic Large Cap Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Democratic Large Cap Etf:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Democratic Large Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population.
You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
The market value of Democratic Large Cap is measured differently than its book value, which is the value of Democratic that is recorded on the company's balance sheet. Investors also form their own opinion of Democratic Large's value that differs from its market value or its book value, called intrinsic value, which is Democratic Large's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Democratic Large's market value can be influenced by many factors that don't directly affect Democratic Large's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Democratic Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Democratic Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Democratic Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.