Advisors Asset Management Inc. Has 3.14 Million Stock Position in Adams Diversified Equity Fund, Inc. - MarketBeat
| ADX Fund | USD 21.40 0.11 0.51% |
Slightly above 62% of Adams Diversified's investor base is looking to short. The analysis of overall sentiment of trading Adams Diversified Equity fund suggests that many investors are alarmed 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 |
Advisors Asset Management Inc. Has 3.14 Million Stock Position in Adams Diversified Equity Fund, Inc. MarketBeat
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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.
Beta
Beta Comparative Analysis
Adams Diversified is currently under evaluation in beta among similar funds. Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
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
| TY | Tri Continental | 0.43 | ||||
| AIO | Virtus Allianzgi | 0.37 | ||||
| MYI | Blackrock Muniyield | 0.08 | ||||
| ETO | Eaton Vance | 0.31 | ||||
| GAM | General American | 0.47 | ||||
| RVT | Royce Value | 0.58 | ||||
| STEW | SRH Total | 0.63 | ||||
| PMO | Putnam Municipal | 0.65 | ||||
| USA | Liberty All | 1.00 | ||||
| BSTZ | BlackRock Science | 1.11 |
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.
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