Dreyfus Research Five Year Return vs. Cash Position Weight

DWOIX Fund  USD 20.79  0.42  2.06%   
Considering the key profitability indicators obtained from Dreyfus Research's historical financial statements, Dreyfus Research Growth may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in February. Profitability indicators assess Dreyfus Research's ability to earn profits and add value for shareholders.
For Dreyfus Research profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Dreyfus Research to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Dreyfus Research Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Dreyfus Research's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Dreyfus Research Growth over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Dreyfus Research's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dreyfus Research is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dreyfus Research's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Dreyfus Research Growth Cash Position Weight vs. Five Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Dreyfus Research's current stock value. Our valuation model uses many indicators to compare Dreyfus Research value to that of its competitors to determine the firm's financial worth.
Dreyfus Research Growth is one of the top funds in five year return among similar funds. It also is one of the top funds in cash position weight among similar funds creating about  0.27  of Cash Position Weight per Five Year Return. The ratio of Five Year Return to Cash Position Weight for Dreyfus Research Growth is roughly  3.65 . 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 Dreyfus Research's earnings, one of the primary drivers of an investment's value.

Dreyfus Cash Position Weight vs. Five Year Return

Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Dreyfus Research

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
15.98 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Dreyfus Research

Cash Percentage

 = 

% of Cash

in the fund

 = 
4.38 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.

Dreyfus Cash Position Weight Comparison

Dreyfus Research is currently under evaluation in cash position weight among similar funds.

Dreyfus Research Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Dreyfus Research, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Dreyfus Research will eventually generate negative long term returns. The profitability progress is the general direction of Dreyfus Research's change in net profit over the period of time. It can combine multiple indicators of Dreyfus Research, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
To pursue its goals, the fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks. It may invest up to 25 percent of its assets in foreign securities. The funds investments are selected through a collaborative process between the funds portfolio managers and the global research analysts at the funds sub-adviser, with each analyst responsible for generating investment ideas across their domain expertise.

Dreyfus Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Dreyfus Research. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Dreyfus Research position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Dreyfus Research's important profitability drivers and their relationship over time.

Learn to be your own money manager

Our tools can tell you how much better you can do entering a position in Dreyfus Research without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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In addition to having Dreyfus Research in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Other Information on Investing in Dreyfus Mutual Fund

To fully project Dreyfus Research's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Dreyfus Research Growth at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Dreyfus Research's income statement, its balance sheet, and the statement of cash flows.
Potential Dreyfus Research investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Dreyfus Research investors may work on each financial statement separately, they are all related. The changes in Dreyfus Research's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Dreyfus Research's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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