Ddj Opportunistic High Fund Fundamentals
| DDJRX Fund | USD 7.28 0.01 0.14% |
Ddj Opportunistic High fundamentals help investors to digest information that contributes to Ddj Opportunistic's financial success or failures. It also enables traders to predict the movement of Ddj Mutual Fund. The fundamental analysis module provides a way to measure Ddj Opportunistic'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 Ddj Opportunistic mutual fund.
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Ddj Opportunistic High Mutual Fund Three Year Return Analysis
Ddj Opportunistic'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.
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Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ddj Opportunistic Three Year Return | 2.54 % |
Most of Ddj Opportunistic'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, Ddj Opportunistic High 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.
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Based on the latest financial disclosure, Ddj Opportunistic High has a Three Year Return of 2.5373%. This is much higher than that of the Polen Capital family and significantly higher than that of the High Yield Bond category. The three year return for all United States funds is notably lower than that of the firm.
Ddj Opportunistic High Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ddj Opportunistic's current stock value. Our valuation model uses many indicators to compare Ddj Opportunistic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ddj Opportunistic competition to find correlations between indicators driving Ddj Opportunistic's intrinsic value. More Info.Ddj Opportunistic High is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 101.05 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 Ddj Opportunistic's earnings, one of the primary drivers of an investment's value.Did you try this?
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Fund Asset Allocation for Ddj Opportunistic
The fund consists of 91.25% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Ddj Opportunistic'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.
Ddj Fundamentals
| Total Asset | 1.45 M | |||
| Annual Yield | 0.08 % | |||
| Year To Date Return | 7.95 % | |||
| One Year Return | 10.47 % | |||
| Three Year Return | 2.54 % | |||
| Five Year Return | 3.72 % | |||
| Net Asset | 288.54 M | |||
| Minimum Initial Investment | 5 K | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 7.40 % | |||
| Equity Positions Weight | 0.82 % | |||
| Bond Positions Weight | 91.25 % |
About Ddj Opportunistic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ddj Opportunistic High's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ddj Opportunistic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ddj Opportunistic High based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests in fixed- and floating-rate high yield fixed income securities with a focus on middle market issuers in the United States and, to a much lesser extent, Canada. The adviser intends to invest its assets in credit instruments that are rated below investment grade by some or all relevant independent rating agencies, including Moodys Investors Service, Standard and Poors Rating Services and Fitch Ratings.
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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 Ddj Mutual Fund
Ddj Opportunistic financial ratios help investors to determine whether Ddj 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 Ddj with respect to the benefits of owning Ddj Opportunistic security.
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