(DEMZ) Democratic Large Cap Core - Ratings and Ratios

Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US00774Q3469 • Large Blend

DEMZ: Stocks, Equities, Stocks of Large US Companies

The Democratic Large Cap Core ETF (NASDAQ:DEMZ) is designed to track the performance of large-capitalization companies within the S&P 500® Index that have made significant political contributions to Democratic Party candidates and political action committees. The funds underlying index selects companies based on political contribution data from Federal Election Commission filings, focusing on those exceeding a specific threshold of support for Democratic causes. The ETF typically allocates at least 80% of its net assets to securities of these companies, aligning with the indexs composition. This approach allows investors to gain exposure to large-cap U.S. equities while supporting firms with political alignments to the Democratic Party.

As part of a series of politically aligned ETFs, DEMZ offers a unique way to integrate political preferences into investment decisions. The funds methodology ensures transparency by basing its selections on verifiable political contribution data, providing a rules-based approach to ESG-like investing. While the ETFs primary focus is on large-cap companies, its political screening process adds a layer of differentiation from traditional large-blend funds.

Based on the provided and , the 3-month outlook for DEMZ is as follows: - Technical Outlook: The fund is currently trading below its 20-day and 50-day moving averages (SMA 20: 36.61, SMA 50: 36.62), indicating short-term weakness. However, it is slightly above its 200-day moving average (SMA 200: 35.41), suggesting that the longer-term trend remains intact. With an ATR of 0.43, volatility is relatively low, indicating stable price movements. - Fundamental Outlook: With an AUM of $40.29M, the fund operates with modest assets, which may limit its trading volume and liquidity. However, the focus on large-cap companies with strong market positions could provide stability. Political developments, particularly ahead of the 2024 U.S. presidential election, may influence investor interest and potentially drive inflows into the fund. - 3-Month Forecast: Expect DEMZ to trade in a narrow range, with upside limited by its current position below key short-term moving averages. However, if political sentiment shifts in favor of Democratic candidates, the fund could experience increased demand, potentially driving prices toward the higher end of its recent range.

Additional Sources for DEMZ ETF

DEMZ ETF Overview

Market Cap in USD 39m
Category Large Blend
TER 0.45%
IPO / Inception 2020-11-02

DEMZ ETF Ratings

Growth 5y 68.1%
Fundamental -
Dividend 36.1%
Rel. Strength -2.61
Analysts -
Fair Price Momentum 31.46 USD
Fair Price DCF -

DEMZ Dividends

Dividend Yield 12m 0.56%
Yield on Cost 5y 0.98%
Annual Growth 5y 25.37%
Payout Consistency 66.5%

DEMZ Growth Ratios

Growth Correlation 3m -53.8%
Growth Correlation 12m 78.4%
Growth Correlation 5y 74.1%
CAGR 5y 13.23%
CAGR/Max DD 5y 0.49
Sharpe Ratio 12m 1.19
Alpha -4.52
Beta 1.040
Volatility 20.35%
Current Volume 3.7k
Average Volume 20d 3.8k
What is the price of DEMZ stocks?
As of March 31, 2025, the stock is trading at USD 34.03 with a total of 3,700 shares traded.
Over the past week, the price has changed by -2.99%, over one month by -4.76%, over three months by -5.99% and over the past year by +3.27%.
Is Democratic Large Cap Core a good stock to buy?
Yes. Based on ValueRay Analyses, Democratic Large Cap Core (NASDAQ:DEMZ) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 68.05 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of DEMZ as of March 2025 is 31.46. This means that DEMZ is currently overvalued and has a potential downside of -7.55%.
Is DEMZ a buy, sell or hold?
Democratic Large Cap Core has no consensus analysts rating.
What are the forecast for DEMZ stock price target?
According to ValueRays Forecast Model, DEMZ Democratic Large Cap Core will be worth about 35 in March 2026. The stock is currently trading at 34.03. This means that the stock has a potential upside of +2.94%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 35 2.9%