N/A
Average AnalystN/A
Top AnalystNeutral
Stock Target AdvisorN/A
Average UserUSD 23.95
-0.15 (-0.61)%
USD 0.05B
5.33K
N/A
N/A
Average AnalystN/A
Top AnalystNeutral
Stock Target AdvisorN/A
Average UserUSD 0.05B
USD 23.95
The fund will seek to invest in the equity securities of small-capitalization, mid-capitalization, and large capitalization domestic and foreign companies that the sub-advisor to the fund and an affiliate of the advisor, believes display attractive prospects for growth in a compa...Read More
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USD
USA
25/08/2014
Russell 1000 Value TR USD
S&P 500 TR USD
1.44 %
Symbol | Capital Gain | Dividend Return | Total Return |
---|
N/A
Symbol | Company Name | Allocation |
---|---|---|
|
MARUSAN SEC. | 4.33 % |
|
Garmin Ltd | 5.04 % |
|
Microsoft Corporation | 4.90 % |
|
W. R. Berkley Corp | 4.77 % |
|
Deckers Outdoor Corporation | 4.77 % |
|
Unum Group | 4.62 % |
|
Marriott International Inc | 4.24 % |
|
Verisk Analytics Inc | 4.04 % |
|
NXP Semiconductors NV | 3.90 % |
|
Snap-On Inc | 3.99 % |
N/A
N/A
1
S&P 500 TR USD
4
12.14
0.00
0.01
7.13%
0.45%
1.78%
0%
Symbol | Name | Mer | Price(Change) | Market Cap |
---|---|---|---|---|
|
Vanguard Total Stock Market In.. | 0.03 % | -1.46 (-0.59%) | USD1,599.41B |
Symbol | Name | WBIG's Weight | Expense Ratio | Price(Change) | Market Cap |
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This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.