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ADX Fund | USD 20.57 0.20 0.98% |
Slightly above 50% of Adams Diversified's investors are presently thinking to get in. The analysis of overall sentiment of trading Adams Diversified Equity fund suggests that some investors are interested 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 |
Our CEF Playbook for the Rest of 2023 for 6 Dividends investing ... Investing.com
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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.
Price To Book
Price To Book Comparative Analysis
Adams Diversified is currently under evaluation in price to book among similar funds. Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
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
PMO | Putnam Municipal | 2.26 | ||||
RQI | Cohen Steers | 1.90 | ||||
ETO | Eaton Vance | 1.24 | ||||
NIE | Allianzgi Equity | 1.11 | ||||
AIO | Virtus Allianzgi | 1.11 | ||||
MYI | Blackrock Muniyield | 0.95 | ||||
RMT | Royce Micro | 0.88 | ||||
TY | Tri Continental | 0.88 | ||||
MYD | Blackrock Muniyield | 0.79 | ||||
VKI | Invesco Advantage | 0.55 | ||||
GAM | General American | 0.55 | ||||
PEO | Adams Natural | 0.38 | ||||
CXH | MFS Investment | 0.37 | ||||
STEW | SRH Total | 0.30 | ||||
USA | Liberty All | 0.27 | ||||
NDP | Tortoise Energy | 0.25 | ||||
RNP | Cohen Steers | 0.21 | ||||
HQH | Tekla Healthcare | 0.17 | ||||
RVT | Royce Value | 0.06 | ||||
BSTZ | BlackRock Science | 0.05 |
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.
Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |