Delaware Smid Cap Fund Cash Position Weight
| DFDIXDelisted Fund | USD 28.70 0.00 0.00% |
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 Cash Position Weight Analysis
Delaware Smid's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Delaware Smid Cash Position Weight | 0.03 % |
Most of Delaware Smid's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Delaware Smid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Delaware Smid Cap has 0.03% in Cash Position Weight. This is much higher than that of the Delaware Funds by Macquarie family and significantly higher than that of the Mid-Cap Growth category. The cash position weight for all United States funds is notably lower than that of the firm.
Delaware Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Delaware Smid's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Delaware Smid could also be used in its relative valuation, which is a method of valuing Delaware Smid by comparing valuation metrics of similar companies.Delaware Smid is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Delaware Smid
The fund invests 99.97% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.03%) .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 | 22.49 X | |||
| Price To Book | 4.25 X | |||
| Price To Sales | 2.40 X | |||
| Total Asset | 4.1 B | |||
| Year To Date Return | 1.31 % | |||
| One Year Return | 8.84 % | |||
| Three Year Return | (13.84) % | |||
| Five Year Return | 5.04 % | |||
| Ten Year Return | 17.26 % | |||
| Net Asset | 1.62 B | |||
| Cash Position Weight | 0.03 % | |||
| Equity Positions Weight | 99.97 % |
About Delaware Smid Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Delaware Smid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Delaware Smid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Delaware Smid Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual 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.
Please read more on our fundamental analysis page.
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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the 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.
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |