N/A
Average AnalystN/A
Top AnalystBearish
Stock Target AdvisorN/A
Average UserUSD 32.79
-0.32 (-0.97)%
USD 0.04B
697.00
N/A
N/A
Average AnalystN/A
Top AnalystBearish
Stock Target AdvisorN/A
Average UserUSD 0.04B
USD 32.79
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
1.65 %
Symbol | Capital Gain | Dividend Return | Total Return |
---|
N/A
Symbol | Company Name | Allocation |
---|---|---|
|
MARUSAN SEC. | 4.76 % |
|
X DBMSCIUSA | 4.41 % |
|
W. R. Berkley Corp | 4.84 % |
|
Reinsurance Group of America | 4.72 % |
|
Meta Platforms Inc. | 4.69 % |
|
Unum Group | 4.64 % |
|
Cigna Corp | 4.38 % |
|
Stryker Corporation | 4.00 % |
|
HCA Holdings Inc | 3.99 % |
|
Costco Wholesale Corp | 4.02 % |
N/A
N/A
1
S&P 500 TR USD
4
12.31
0.00
0.41
10.43%
5.90%
5.85%
0%
Symbol | Name | Mer | Price(Change) | Market Cap |
---|---|---|---|---|
|
Vanguard Total Stock Market In.. | 0.03 % | -0.51 (-0.21%) | USD1,599.41B |
Symbol | Name | WBIL'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 is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.