DDDAX Mutual Fund Quote

DDDAX
 Fund
  

USD 22.67  0.12  0.53%   

Market Performance
1 of 100
Odds Of Distress
Less than 1
13D Activist is trading at 22.67 as of the 29th of November 2022; that is 0.53 percent up since the beginning of the trading day. The fund's open price was 22.55. 13D Activist has a very small chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for 13D Activist are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of September 2021 and ending today, the 29th of November 2022. Click here to learn more.
The fund invests primarily in common stocks of U.S. companies of any market capitalization that are the target of shareholder activism. 13D Activist is traded on NASDAQ Exchange in the United States. More on 13D Activist

Moving together with 13D Activist

+0.93FILFXStrategic Advisers Steady GrowthPairCorr

13D Activist Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. 13D Activist's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding 13D Activist or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
13D Activist is unlikely to experience financial distress in the next 2 years
The fund retains about 5.38% of its assets under management (AUM) in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of 13D Activist's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Startdate28th of December 2011
13D Activist [DDDAX] is traded in USA and was established 29th of November 2022. The fund is listed under Mid-Cap Blend category and is part of 13D Activist Fund family. 13D Activist currently has accumulated 247.69 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 2.06%.
Check 13D Activist Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on DDDAX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding DDDAX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as 13D Activist Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top 13D Activist Constituents

13D Activist Target Price Odds Analysis

Based on a normal probability distribution, the odds of 13D Activist jumping above the current price in 90 days from now is about 10.38%. The 13D Activist probability density function shows the probability of 13D Activist mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon 13D Activist has a beta of -0.0109 suggesting as returns on benchmark increase, returns on holding 13D Activist are expected to decrease at a much lower rate. During the bear market, however, 13D Activist is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. 13D Activist is significantly underperforming DOW.
  Odds Below 22.67HorizonTargetOdds Above 22.67
89.50%90 days
 22.67 
10.38%
Based on a normal probability distribution, the odds of 13D Activist to move above the current price in 90 days from now is about 10.38 (This 13D Activist probability density function shows the probability of DDDAX Mutual Fund to fall within a particular range of prices over 90 days) .

13D Activist Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. 13D Activist market risk premium is the additional return an investor will receive from holding 13D Activist long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in 13D Activist. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although 13D Activist's alpha and beta are two of the key measurements used to evaluate 13D Activist's performance over the market, the standard measures of volatility play an important role as well.

13D Activist Against Markets

Picking the right benchmark for 13D Activist mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in 13D Activist mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for 13D Activist is critical whether you are bullish or bearish towards 13D Activist at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in 13D Activist without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in 13D Activist?

The danger of trading 13D Activist is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of 13D Activist is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than 13D Activist. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile 13D Activist is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Continue to Investing Opportunities. Note that the 13D Activist information on this page should be used as a complementary analysis to other 13D Activist's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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When running 13D Activist price analysis, check to measure 13D Activist's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy 13D Activist is operating at the current time. Most of 13D Activist's value examination focuses on studying past and present price action to predict the probability of 13D Activist's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move 13D Activist's price. Additionally, you may evaluate how the addition of 13D Activist to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between 13D Activist's value and its price as these two are different measures arrived at by different means. Investors typically determine 13D Activist value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, 13D Activist's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.