Stock Dividend Fd Fund Quote
| SDIVX Fund | USD 25.47 0.10 0.39% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Stock Dividend is trading at 25.47 as of the 28th of December 2024; that is 0.39 percent decrease since the beginning of the trading day. The fund's open price was 25.57. Stock Dividend has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of November 2024 and ending today, the 28th of December 2024. Click here to learn more.
The fund invests primarily in dividend paying common stocks that generally have investment grade credit ratings on outstanding debt, a long history of dividend payments , minimum ratios of expected earnings to dividend strength, and expectation by the Advisor that the dividend may be increased in the future. More on Stock Dividend Fd
Moving together with Stock Mutual Fund
Stock Mutual Fund Highlights
| Fund Concentration | Adam Asset Funds, Large Value Funds, Large Value, Adam Asset Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Stock Dividend Fd [SDIVX] is traded in USA and was established 28th of December 2024. Stock Dividend is listed under Adam Asset Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Adam Asset Funds family. This fund at this time has accumulated 33.63 M in assets with minimum initial investment of 100 K. Stock Dividend Fd is currently producing year-to-date (YTD) return of 12.26% with the current yeild of 0.04%, while the total return for the last 3 years was 8.54%.
Check Stock Dividend Probability Of Bankruptcy
Instrument Allocation
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 Stock Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Stock Mutual Fund, 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 Stock Dividend Fd Mutual Fund, 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 Stock Dividend Fd Mutual Fund Constituents
| COP | ConocoPhillips | Stock | Energy | |
| AEO | American Eagle Outfitters | Stock | Consumer Discretionary | |
| SJM | JM Smucker | Stock | Consumer Staples | |
| HPE | Hewlett Packard Enterprise | Stock | Information Technology | |
| GPS | Gap Inc | Stock | Consumer Discretionary | |
| IBM | International Business Machines | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials |
Stock Dividend Fd Risk Profiles
| Mean Deviation | 0.5585 | |||
| Standard Deviation | 0.8 | |||
| Variance | 0.6401 | |||
| Risk Adjusted Performance | (0.08) |
Stock Dividend Against Markets
Other Information on Investing in Stock Mutual Fund
Stock Dividend financial ratios help investors to determine whether Stock 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 Stock with respect to the benefits of owning Stock Dividend security.
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