Disciplined Value Fund - Investor Class BIGRX | NASDAQ
Company Overview:
10 Year BIGRX Performance Metrics:
BIGRX Dividend Payments & Yield
BIGRX Dividends Info:
Projected Future Returns & Dividends for BIGRX
Based on past 10-year performance, here are BIGRX growth metrics:
Share price CAGR of +2.7%
Dividend CAGR of -8.07%
Using BIGRX CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| BIGRX (DRIP) | BIGRX - No DRIP | |
|---|---|---|
| Current Price | $46.11 | $46.11 |
| Start Shares | 216.87 | 216.87 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 228.08 | 216.87 |
| Dividends Payment | $0.04 | $0.04 |
| Annual Dividends | $36 | $34 |
| Yield on cost | 0.36% | 0.34% |
| Share Price | $60.18 | $60.18 |
| Total Dividends | $571 | $557 |
| Final Value | $13,726 | $13,608 |
NOTE: Above numbers are our estimate based on BIGRX's Dividend and Price CAGR over past 10 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
Company Info
Disciplined Value Fund - Investor Class (BIGRX) had its IPO on 1990-12-17, and is traded on NASDAQ stock exchange.
In selecting stocks for the fund, the managers use quantitative and qualitative management techniques in a multi-step process. The managers evaluate stocks, primarily large capitalization, publicly traded U.S. companies based on an objective set of measures, including valuation, quality, growth, and sentiment. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.
BIGRX website: https://www.goodrx.com
DCF model unavailable for BIGRX — no fundamentals on file (ETFs and funds are not modelable).
