Dana Large Financials
| DLCEX Fund | USD 21.96 5.09 18.82% |
Dana |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dana Large Fund Summary
Dana Large competes with Dana Large, Dana Small, Jpmorgan Hedged, Red Oak, and Rbc Bluebay. The fund seeks to achieve its investment objective through investment in publicly-traded equity securities using a disciplined, risk-controlled investment process. At least 80 percent of the funds net assets will be invested in large cap equity securities, which the Adviser defines as companies having a market capitalization of over 10 billion at the time of purchase. While the fund selects stocks from the 700 largest companies, it may also invest a portion of its assets in equity securities of companies of any size, including what are commonly referred to as small-cap and mid-cap companies.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Valued Advisers Trust |
| Mutual Fund Family | Dana Investment |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 855 280 9648 |
| Currency | USD - US Dollar |
Dana Large Key Financial Ratios
Dana Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dana Large's current stock value. Our valuation model uses many indicators to compare Dana Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dana Large competition to find correlations between indicators driving Dana Large's intrinsic value. More Info.Dana Large Cap is rated # 2 fund in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dana Large Cap is roughly 6.32 . 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 Dana Large's earnings, one of the primary drivers of an investment's value.Dana Large Cap Systematic Risk
Dana Large's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dana Large volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Dana Large Cap correlated with the market. If Beta is less than 0 Dana Large generally moves in the opposite direction as compared to the market. If Dana Large Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dana Large Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dana Large is generally in the same direction as the market. If Beta > 1 Dana Large moves generally in the same direction as, but more than the movement of the benchmark.
Dana Large December 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dana Large help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dana Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dana Large Cap based on widely used predictive technical indicators. In general, we focus on analyzing Dana Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dana Large's daily price indicators and compare them against related drivers.
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 5.77 | |||
| Value At Risk | (1.30) | |||
| Potential Upside | 1.02 |
Other Information on Investing in Dana Mutual Fund
Dana Large financial ratios help investors to determine whether Dana 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 Dana with respect to the benefits of owning Dana Large security.
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