Delaware Smid Cap Fund Return On Equity
Delaware Smid Cap fundamentals help investors to digest information that contributes to Delaware Smid's financial success or failures. It also enables traders to predict the movement of Delaware Mutual Fund. The fundamental analysis module provides a way to measure Delaware Smid'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 Delaware Smid mutual fund.
Delaware |
Delaware Smid Cap Mutual Fund Return On Equity Analysis
Delaware Smid's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
CompetitionBased on the latest financial disclosure, Delaware Smid Cap has a Return On Equity of 0.0. This indicator is about the same for the Delaware Funds by Macquarie average (which is currently at 0.0) family and about the same as Mid-Cap Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Delaware Smid
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Delaware Smid'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.
Delaware Fundamentals
| Price To Earning | 25.16 X | |||
| Price To Book | 4.36 X | |||
| Price To Sales | 2.67 X | |||
| Total Asset | 747.58 M | |||
| Year To Date Return | 1.26 % | |||
| One Year Return | 8.58 % | |||
| Three Year Return | (14.05) % | |||
| Five Year Return | 4.79 % | |||
| Ten Year Return | 16.96 % | |||
| Net Asset | 1.51 B | |||
| Equity Positions Weight | 100.00 % |
Also Currently Popular
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.Check out Investing Opportunities 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 gross domestic product. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Other Consideration for investing in Delaware Mutual Fund
If you are still planning to invest in Delaware Smid 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 Delaware Smid's history and understand the potential risks before investing.
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