ADX Market Cap 2,346.8 Mil - GuruFocus.com

ADX Fund  USD 22.44  0.04  0.18%   
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.
  
ADX Market Cap 2,346.8 Mil GuruFocus.com

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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.

Operating Margin

Operating Margin Comparative Analysis

Adams Diversified is currently under evaluation in operating margin among similar funds. Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.

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

AIOVirtus Allianzgi   2.46   
0%
100.0%
RNPCohen Steers   2.40   
0%
97.0%
RQICohen Steers   1.79   
0%
72.0%
HQHTekla Healthcare   1.36   
0%
55.0%
MYIBlackrock Muniyield   1.15   
0%
46.0%
RMTRoyce Micro   1.09   
0%
44.0%
MYDBlackrock Muniyield   1.08   
0%
43.0%
NDPTortoise Energy   1.07   
0%
43.0%
RVTRoyce Value   1.04   
0%
42.0%
VKIInvesco Advantage   1.00   
0%
40.0%
PMOPutnam Municipal   0.97   
0%
39.0%
STEWSRH Total   0.75   
0%
30.0%
GAMGeneral American   0.75   
0%
30.0%
CXHMFS Investment   0.74   
0%
30.0%
TYTri Continental   0.62   
0%
25.0%
NIEAllianzgi Equity   0.29   
0%
11.0%
USALiberty All   0.27   
0%
10.0%
PEOAdams Natural   0.21   
0%
8.0%
BSTZBlackRock Science   0.09   
0%
3.0%
ETOEaton Vance   0.11   
4.0%
0%

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.
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Alpha Finder
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Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios