Adams Diversified Equity Fund Trading Down 9 percent - Should You Sell - MarketBeat
ADX Fund | USD 20.49 0.08 0.39% |
Slightly above 61% of Adams Diversified's investor base is looking to short. The analysis of overall sentiment of trading Adams Diversified Equity fund suggests that many investors are alarmed at this time. Adams Diversified's investing sentiment can be driven by a variety of factors including economic data, Adams Diversified's earnings reports, geopolitical events, and overall market trends.
Adams |
Adams Diversified Equity Fund Trading Down 9 percent - Should You Sell MarketBeat
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Adams Diversified Fundamental Analysis
We analyze Adams Diversified's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Adams Diversified using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Adams Diversified based on its fundamental data. In general, a quantitative approach, as applied to this 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.
Market Capitalization
Market Capitalization Comparative Analysis
Adams Diversified is currently under evaluation in market capitalization among similar funds. Market Capitalization is the total market value of a company's equity. It is one of many ways to value a company and is calculated by multiplying the price of the stock by the number of shares issued. If a firm has one type of stock its market capitalization will be the current market share price multiplied by the number of shares. However, if a company has multiple types of equities then the market cap will be the total of the market caps of the different types of shares.
Adams Diversified Equity Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Adams Diversified fund to make a market-neutral strategy. Peer analysis of Adams Diversified could also be used in its relative valuation, which is a method of valuing Adams Diversified by comparing valuation metrics with similar companies.
Peers
Adams Diversified Related Equities
HQH | Tekla Healthcare | 1.21 | ||||
PEO | Adams Natural | 0.40 | ||||
USA | Liberty All | 0.14 | ||||
GAM | General American | 0.1 | ||||
RVT | Royce Value | 0.19 | ||||
PMO | Putnam Municipal | 0.20 | ||||
TY | Tri Continental | 0.25 | ||||
CXH | MFS Investment | 0.37 | ||||
VKI | Invesco Advantage | 0.46 | ||||
STEW | SRH Total | 0.50 | ||||
ETO | Eaton Vance | 0.55 | ||||
RNP | Cohen Steers | 0.63 | ||||
RQI | Cohen Steers | 0.73 | ||||
MYD | Blackrock Muniyield | 0.75 | ||||
MYI | Blackrock Muniyield | 0.81 | ||||
NIE | Allianzgi Equity | 0.94 | ||||
RMT | Royce Micro | 1.31 | ||||
BSTZ | BlackRock Science | 1.39 | ||||
AIO | Virtus Allianzgi | 2.61 |
Other Information on Investing in Adams Fund
Adams Diversified financial ratios help investors to determine whether Adams 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 Adams with respect to the benefits of owning Adams Diversified security.
Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |