(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.
Additional Sources for DEMZ ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
Democratic Large Cap Core has no consensus analysts rating.
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% |