Stralem Equity Financial Statements From 2010 to 2024
| STRAX Fund | USD 31.11 0.08 0.26% |
Check Stralem Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Stralem Equity's main balance sheet or income statement drivers, such as , as well as many indicators such as . Stralem financial statements analysis is a perfect complement when working with Stralem Equity Valuation or Volatility modules.
Stralem |
Stralem Equity Fund Mutual Fund Annual Yield Analysis
Stralem Equity's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Stralem Equity Annual Yield | 0.02 % |
Most of Stralem Equity's fundamental indicators, such as Annual Yield, 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, Stralem Equity Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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In accordance with the recently published financial statements, Stralem Equity Fund has an Annual Yield of 0.0173%. This is much higher than that of the Sterling Capital Funds family and significantly higher than that of the Large Value category. The annual yield for all United States funds is notably lower than that of the firm.
Stralem Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Stralem Equity's current stock value. Our valuation model uses many indicators to compare Stralem Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Stralem Equity competition to find correlations between indicators driving Stralem Equity's intrinsic value. More Info.Stralem Equity Fund is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 1,395 of Year To Date Return per Annual Yield. 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 Stralem Equity's earnings, one of the primary drivers of an investment's value.About Stralem Equity Financial Statements
Stralem Equity investors use historical fundamental indicators, such as Stralem Equity's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Stralem Equity. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard Poors 500 Index at the time of purchase.
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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 Stralem Mutual Fund
Stralem Equity financial ratios help investors to determine whether Stralem 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 Stralem with respect to the benefits of owning Stralem Equity security.
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