Driehaus Smallmid Cap Fund Annual Yield
| DSMDX Fund | USD 16.63 0.39 2.29% |
Driehaus Smallmid Cap fundamentals help investors to digest information that contributes to Driehaus Smallmid's financial success or failures. It also enables traders to predict the movement of Driehaus Mutual Fund. The fundamental analysis module provides a way to measure Driehaus Smallmid'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 Driehaus Smallmid mutual fund.
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Driehaus Smallmid Cap Mutual Fund Annual Yield Analysis
Driehaus Smallmid'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.
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.
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In accordance with the recently published financial statements, Driehaus Smallmid Cap has an Annual Yield of 0.0%. This indicator is about the same for the Driehaus average (which is currently at 0.0) family and about the same as Mid-Cap Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Driehaus Smallmid
The fund invests 99.34% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.66%) .Asset allocation divides Driehaus Smallmid'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.
Driehaus Fundamentals
| Total Asset | 23.17 M | |||
| Net Asset | 14.57 M | |||
| Minimum Initial Investment | 10 K | |||
| Cash Position Weight | 0.66 % | |||
| Equity Positions Weight | 99.34 % |
About Driehaus Smallmid Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Driehaus Smallmid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Driehaus Smallmid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Driehaus Smallmid 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.
Pair Trading with Driehaus Smallmid
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 Driehaus Smallmid 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 Driehaus Smallmid will appreciate offsetting losses from the drop in the long position's value.Moving together with Driehaus Mutual Fund
| 0.85 | DIEMX | Driehaus Emerging Markets | PairCorr |
| 0.93 | DMAGX | Driehaus Multi Asset | PairCorr |
| 0.95 | DMCRX | Driehaus Micro Cap | PairCorr |
| 0.99 | DNSMX | Driehaus Small Cap | PairCorr |
| 0.76 | DRESX | Driehaus Emerging Markets | PairCorr |
The ability to find closely correlated positions to Driehaus Smallmid could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Driehaus Smallmid 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 Driehaus Smallmid - 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 Driehaus Smallmid Cap to buy it.
The correlation of Driehaus Smallmid 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 Driehaus Smallmid moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Driehaus Smallmid Cap 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 Driehaus Smallmid 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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Driehaus Smallmid Cap. 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 unemployment. Note that the Driehaus Smallmid Cap information on this page should be used as a complementary analysis to other Driehaus Smallmid's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.