Democratic Large Cap Etf Profile
| DEMZ Etf | USD 37.08 0.14 0.38% |
Performance8 of 100
| Odds Of DistressLess than 9
|
Democratic Large is trading at 37.08 as of the 28th of November 2024; that is 0.38 percent decrease since the beginning of the trading day. The etf's open price was 37.22. Democratic Large has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Democratic Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The index is a subset of the SP 500 Index designed to provide exposure to large capitalization companies that make political contributions to Democratic Party candidates and political action committees above a certain threshold. Demz Political is traded on NASDAQ Exchange in the United States.. More on Democratic Large Cap
Moving together with Democratic Etf
| 0.95 | VTI | Vanguard Total Stock | PairCorr |
| 0.96 | SPY | SPDR SP 500 Aggressive Push | PairCorr |
| 0.96 | IVV | iShares Core SP | PairCorr |
| 0.96 | VIG | Vanguard Dividend | PairCorr |
| 0.95 | VV | Vanguard Large Cap | PairCorr |
| 0.97 | RSP | Invesco SP 500 Sell-off Trend | PairCorr |
Moving against Democratic Etf
Democratic Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Theme ETFs, Large Blend, DEMZ (View all Sectors) |
| Issuer | Reflection Asset Management |
| Inception Date | 2020-11-02 |
| Benchmark | Democratic Large Cap Core Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 40.01 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | SEI Investments Global Funds Services |
| Advisor | Reflection Asset Management, LLC |
| Custodian | Brown Brothers Harriman & Co. |
| Distributor | SEI Investments Distribution Co. |
| Portfolio Manager | Jason T. Britton |
| Transfer Agent | Brown Brothers Harriman & Co. |
| Fiscal Year End | 30-Sep |
| Exchange | NASDAQ |
| Number of Constituents | 51.0 |
| Market Maker | Virtu Financial |
| Total Expense | 0.45 |
| Management Fee | 0.45 |
| Country Name | USA |
| Returns Y T D | 26.59 |
| Name | Democratic Large Cap Core ETF |
| Currency Code | USD |
| Open Figi | BBG00Y29K750 |
| In Threey Volatility | 18.56 |
| 1y Volatility | 13.87 |
| 200 Day M A | 34.0567 |
| 50 Day M A | 35.9647 |
| Code | DEMZ |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.35 |
Democratic Large Cap [DEMZ] is traded in USA and was established 2020-11-02. The fund is listed under Large Blend category and is part of DEMZ family. The entity is thematically classified as Strategy ETFs. Democratic Large Cap currently have 18.62 M in assets under management (AUM). , while the total return for the last 3 years was 10.5%.
Check Democratic Large Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Democratic Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Democratic Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Democratic Large Cap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Democratic Large Cap Etf Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| DHR | Danaher | Stock | Health Care | |
| DIS | Walt Disney | Stock | Communication Services | |
| IBM | International Business Machines | Stock | Information Technology | |
| MCO | Moodys | Stock | Financials | |
| MTB | MT Bank | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology |
Democratic Large Cap Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Democratic Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0865 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.06) |
Democratic Large Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Democratic Large Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
The market value of Democratic Large Cap is measured differently than its book value, which is the value of Democratic that is recorded on the company's balance sheet. Investors also form their own opinion of Democratic Large's value that differs from its market value or its book value, called intrinsic value, which is Democratic Large's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Democratic Large's market value can be influenced by many factors that don't directly affect Democratic Large's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Democratic Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Democratic Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Democratic Large'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.