Deutsche Equity 500 Fund Fundamentals
Deutsche Equity 500 fundamentals help investors to digest information that contributes to Deutsche Equity's financial success or failures. It also enables traders to predict the movement of Deutsche Mutual Fund. The fundamental analysis module provides a way to measure Deutsche Equity'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 Deutsche Equity mutual fund.
Deutsche |
Deutsche Equity 500 Mutual Fund Annual Yield Analysis
Deutsche Equity's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Deutsche Equity Annual Yield | 0.01 % |
Most of Deutsche Equity's fundamental indicators, such as Annual Yield, 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, Deutsche Equity 500 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
CompetitionIn accordance with the recently published financial statements, Deutsche Equity 500 has an Annual Yield of 0.0121%. This is much higher than that of the DWS family and significantly higher than that of the Large Blend category. The annual yield for all United States funds is notably lower than that of the firm.
Deutsche Equity 500 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Deutsche Equity's current stock value. Our valuation model uses many indicators to compare Deutsche Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Deutsche Equity competition to find correlations between indicators driving Deutsche Equity's intrinsic value. More Info.Deutsche Equity 500 is second largest fund in price to earning among similar funds. It is second largest fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Deutsche Equity 500 is roughly 7.18 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Deutsche Equity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Deutsche Equity's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Deutsche Equity's earnings, one of the primary drivers of an investment's value.Deutsche Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Deutsche Equity's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Deutsche Equity could also be used in its relative valuation, which is a method of valuing Deutsche Equity by comparing valuation metrics of similar companies.Deutsche Equity is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Deutsche Equity
The fund invests 99.58% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.14%) , cash (0.28%) .Asset allocation divides Deutsche Equity'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.
Deutsche Fundamentals
| Price To Earning | 18.75 X | |||
| Price To Book | 2.61 X | |||
| Price To Sales | 1.83 X | |||
| Total Asset | 131.19 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 6.50 % | |||
| One Year Return | 24.00 % | |||
| Three Year Return | 8.13 % | |||
| Five Year Return | 13.37 % | |||
| Ten Year Return | 12.92 % | |||
| Net Asset | 393.03 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.7 | |||
| Cash Position Weight | 0.28 % | |||
| Equity Positions Weight | 99.58 % | |||
| Bond Positions Weight | 0.14 % |
About Deutsche Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Deutsche Equity 500's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Deutsche Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Deutsche Equity 500 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.Under normal circumstances, the adviser intends to invest at least 80 percent of assets, determined at the time of purchase, in stocks of companies included in the SP 500 Index and in derivative instruments, such as futures contracts and options, that provide exposure to the stocks of companies in the index. Dws Equity is traded on NASDAQ Exchange in the United States.
Pair Trading with Deutsche Equity
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Deutsche Equity position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Deutsche Equity will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Deutsche Equity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Deutsche Equity when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Deutsche Equity - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Deutsche Equity 500 to buy it.
The correlation of Deutsche Equity is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Deutsche Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Deutsche Equity 500 moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Deutsche Equity can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Deutsche Equity 500. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.