Schwab Dividend Equity Fund Cash Position Weight
| SWDSX Fund | USD 17.05 0.13 0.76% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Schwab Dividend's long-term financial health and intrinsic value.
Schwab |
Schwab Dividend Equity Mutual Fund Cash Position Weight Analysis
Schwab Dividend'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 Schwab Dividend Cash Position Weight | 0.63 % |
Most of Schwab Dividend'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, Schwab Dividend Equity 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.
| Competition |
In accordance with the recently published financial statements, Schwab Dividend Equity has 0.63% in Cash Position Weight. This is much higher than that of the Schwab Funds family and significantly higher than that of the Large Value category. The cash position weight for all United States funds is notably lower than that of the firm.
Schwab Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Schwab Dividend'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 Schwab Dividend could also be used in its relative valuation, which is a method of valuing Schwab Dividend by comparing valuation metrics of similar companies.Schwab Dividend is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Schwab Dividend
The fund invests 99.37% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.63%) .Asset allocation divides Schwab Dividend'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.
Schwab Fundamentals
| Price To Earning | 2.78 X | ||||
| Price To Book | 1.60 X | ||||
| Price To Sales | 1.08 X | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 7.65 % | ||||
| One Year Return | 13.95 % | ||||
| Three Year Return | 12.82 % | ||||
| Five Year Return | 13.26 % | ||||
| Ten Year Return | 8.16 % | ||||
| Net Asset | 493.1 M | ||||
| Last Dividend Paid | 0.09 | ||||
| Cash Position Weight | 0.63 % | ||||
| Equity Positions Weight | 99.37 % |
About Schwab Dividend Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Schwab Dividend Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Schwab Dividend using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Schwab Dividend Equity 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.Other Information on Investing in Schwab Mutual Fund
Schwab Dividend financial ratios help investors to determine whether Schwab Mutual 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 Schwab with respect to the benefits of owning Schwab Dividend security.
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |