Chartwell Small Cap Fund Fundamentals
Chartwell Small Cap fundamentals help investors to digest information that contributes to Chartwell Small's financial success or failures. It also enables traders to predict the movement of Chartwell Mutual Fund. The fundamental analysis module provides a way to measure Chartwell Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Chartwell Small mutual fund.
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Chartwell Small Cap Mutual Fund Three Year Return Analysis
Chartwell Small's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Chartwell Small Three Year Return | 12.53 % |
Most of Chartwell Small's fundamental indicators, such as Three Year Return, 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, Chartwell Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Chartwell Small Cap has a Three Year Return of 12.53%. This is much higher than that of the Category family and notably higher than that of the Family category. The three year return for all United States funds is notably lower than that of the firm.
Chartwell Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Chartwell Small's current stock value. Our valuation model uses many indicators to compare Chartwell Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Chartwell Small competition to find correlations between indicators driving Chartwell Small's intrinsic value. More Info.Chartwell Small Cap is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 7.62 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 Chartwell Small's earnings, one of the primary drivers of an investment's value.Chartwell Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Chartwell Small's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Chartwell Small could also be used in its relative valuation, which is a method of valuing Chartwell Small by comparing valuation metrics of similar companies.Chartwell Small is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Chartwell Small
The fund invests 99.93% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.07%) .Asset allocation divides Chartwell Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Chartwell Fundamentals
| Annual Yield | 0.53 % | |||
| Year To Date Return | 4.04 % | |||
| One Year Return | 11.67 % | |||
| Three Year Return | 12.53 % | |||
| Net Asset | 150.81 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.08 | |||
| Holdings Turnover | 21.00 % | |||
| Cash Position Weight | 0.07 % | |||
| Equity Positions Weight | 99.93 % |
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Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
Other Consideration for investing in Chartwell Mutual Fund
If you are still planning to invest in Chartwell Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Chartwell Small's history and understand the potential risks before investing.
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