Dana Epiphany is trading at 16.00 as of the 28th of November 2024; that is 0.74 percent down since the beginning of the trading day. The fund's open price was 16.12. Dana Epiphany has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Dana Epiphany Esg are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective through investment in publicly traded equity securities using a disciplined, risk-controlled investment process. Under normal circumstances, it will invest at least 80 percent of its net assets in a diversified portfolio of equity securities. More on Dana Epiphany Esg
Dana Epiphany Esg [ESGIX] is traded in USA and was established 28th of November 2024. Dana Epiphany is listed under Dana Investment category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Dana Investment family. This fund currently has accumulated 67.42 M in assets under management (AUM) with minimum initial investment of 100 K. Dana Epiphany Esg is currently producing year-to-date (YTD) return of 22.15% with the current yeild of 0.01%, while the total return for the last 3 years was 5.17%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dana Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dana Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dana Epiphany Esg Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Dana Mutual Fund
Dana Epiphany 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 Epiphany security.