Dreyfus Active Midcap Fund Equity Positions Weight
DNLRX Fund | USD 61.39 0.02 0.03% |
Dreyfus Active Midcap fundamentals help investors to digest information that contributes to Dreyfus Active's financial success or failures. It also enables traders to predict the movement of Dreyfus Mutual Fund. The fundamental analysis module provides a way to measure Dreyfus Active'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 Dreyfus Active mutual fund.
Dreyfus |
Dreyfus Equity Positions Weight Analysis
Dreyfus Active's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Dreyfus Active Equity Positions Weight | 99.36 % |
Most of Dreyfus Active's fundamental indicators, such as Equity Positions 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, Dreyfus Active Midcap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Competition |
Dreyfus Active Equity Positions Weight Component Assessment
According to the company disclosure, Dreyfus Active Midcap has an Equity Positions Weight of 99%. This indicator is about the same for the Dreyfus average (which is currently at 99.28) family and significantly higher than that of the Mid-Cap Blend category. The equity positions weight for all United States funds is notably lower than that of the firm.
Dreyfus Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dreyfus Active's direct or indirect competition against its Equity Positions 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 Dreyfus Active could also be used in its relative valuation, which is a method of valuing Dreyfus Active by comparing valuation metrics of similar companies.Dreyfus Active is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Dreyfus Active
The fund invests 99.36% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.64%) .Asset allocation divides Dreyfus Active'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.
Dreyfus Fundamentals
Price To Earning | 18.60 X | ||||
Price To Book | 2.74 X | ||||
Price To Sales | 1.02 X | ||||
Total Asset | 500.3 M | ||||
Annual Yield | 0.01 % | ||||
Year To Date Return | 8.69 % | ||||
One Year Return | 27.99 % | ||||
Three Year Return | 8.52 % | ||||
Five Year Return | 10.02 % | ||||
Ten Year Return | 8.48 % | ||||
Net Asset | 562.94 M | ||||
Minimum Initial Investment | 1 K | ||||
Last Dividend Paid | 0.05 | ||||
Cash Position Weight | 0.64 % | ||||
Equity Positions Weight | 99.36 % |
About Dreyfus Active Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dreyfus Active Midcap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dreyfus Active using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dreyfus Active Midcap 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.To pursue its goal, the fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in the stocks of midsize companies. The advisor currently defines midsize companies as companies included in the Russell Midcap Index, the funds benchmark index. Its portfolio managers apply a systematic, quantitative investment approach designed to identify and exploit relative misvaluations primarily within mid-cap stocks in the U.S. stock market. The fund typically will hold between 100 and 250 securities.
Pair Trading with Dreyfus Active
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 Dreyfus Active 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 Dreyfus Active will appreciate offsetting losses from the drop in the long position's value.Moving together with Dreyfus Mutual Fund
0.75 | USG | USCF Gold Strategy Symbol Change | PairCorr |
0.85 | DQEIX | Dreyfus Global Equity | PairCorr |
0.85 | AVGYX | Dynamic Total Return | PairCorr |
0.85 | AVGRX | Dynamic Total Return | PairCorr |
0.95 | DQIYX | Dreyfus Equity Income | PairCorr |
The ability to find closely correlated positions to Dreyfus Active could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dreyfus Active 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 Dreyfus Active - 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 Dreyfus Active Midcap to buy it.
The correlation of Dreyfus Active 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 Dreyfus Active moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dreyfus Active Midcap 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 Dreyfus Active 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 Dreyfus Active Piotroski F Score and Dreyfus Active Altman Z Score analysis. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Complementary Tools for Dreyfus Mutual Fund analysis
When running Dreyfus Active's price analysis, check to measure Dreyfus Active's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dreyfus Active is operating at the current time. Most of Dreyfus Active's value examination focuses on studying past and present price action to predict the probability of Dreyfus Active's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Dreyfus Active's price. Additionally, you may evaluate how the addition of Dreyfus Active to your portfolios can decrease your overall portfolio volatility.
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