Americafirst Tactical Alpha Fund Quote
| ABRFX Fund | USD 15.90 0.10 0.63% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Americafirst Tactical is trading at 15.90 as of the 17th of January 2025; that is 0.63% up since the beginning of the trading day. The fund's open price was 15.8. Americafirst Tactical has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 28th of January 2023 and ending today, the 17th of January 2025. Click here to learn more.
The fund seeks to achieve its investment objective primarily through long positions in global equity markets and U.S. interest rate markets. It will invest in equity securities regardless of market capitalization and regardless of industry sector. With regard to fixed income securities, the fund invests primarily in U.S. More on Americafirst Tactical Alpha
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Americafirst Mutual Fund Highlights
| Fund Concentration | AmericaFirst Funds, Large Growth Funds, Tactical Allocation Funds, Tactical Allocation, AmericaFirst Funds, Large Value, Tactical Allocation (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | December |
Americafirst Tactical Alpha [ABRFX] is traded in USA and was established 17th of January 2025. Americafirst Tactical is listed under AmericaFirst Funds category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of AmericaFirst Funds family. This fund presently has accumulated 5.35 M in assets under management (AUM) with no minimum investment requirementsAmericafirst Tactical is currently producing year-to-date (YTD) return of 0.26%, while the total return for the last 3 years was 4.22%.
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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 Americafirst 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 Americafirst 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 Americafirst Tactical Alpha 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 Americafirst Tactical Alpha Mutual Fund Constituents
| NBR | Nabors Industries | Stock | Energy | |
| ICE | Intercontinental Exchange | Stock | Financials | |
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
| WIX | WixCom | Stock | Information Technology | |
| CDNS | Cadence Design Systems | Stock | Information Technology | |
| PHM | PulteGroup | Stock | Consumer Discretionary | |
| FXY | Invesco CurrencyShares Japanese | Etf | Single Currency | |
| DHR | Danaher | Stock | Health Care |
Americafirst Tactical Risk Profiles
| Mean Deviation | 1.21 | |||
| Semi Deviation | 1.41 | |||
| Standard Deviation | 1.61 | |||
| Variance | 2.59 |
Americafirst Tactical Against Markets
Other Information on Investing in Americafirst Mutual Fund
Americafirst Tactical financial ratios help investors to determine whether Americafirst Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Americafirst with respect to the benefits of owning Americafirst Tactical security.
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