Americafirst Tactical Alpha Fund Quote

ABRFX Fund  USD 16.08  0.09  0.56%   

Performance

17 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 17

 
High
 
Low
Low
Americafirst Tactical is trading at 16.08 as of the 26th of November 2024; that is 0.56% down since the beginning of the trading day. The fund's open price was 16.17. Americafirst Tactical has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Americafirst Tactical Alpha are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of July 2023 and ending today, the 26th of November 2024. 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

Moving together with Americafirst Mutual Fund

  0.92SBQAX Americafirst Large CapPairCorr
  0.96SBQIX Americafirst Large CapPairCorr
  0.96SBQUX Americafirst Large CapPairCorr
  1.0ABRUX Americafirst MonthlyPairCorr
  1.0ABRWX Americafirst TacticalPairCorr

Moving against Americafirst Mutual Fund

  0.61PAUPX Pimco All AssetPairCorr
  0.36DGQUX Americafirst DefensivePairCorr
  0.36PASCX All Asset FundPairCorr
  0.32DGQAX Americafirst DefensivePairCorr
  0.32PAANX Pimco All AssetPairCorr
  0.31PALPX Pimco All AssetPairCorr

Americafirst Mutual Fund Highlights

Fund ConcentrationAmericaFirst Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, AmericaFirst Funds, Large Value, Tactical Allocation (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndDecember
Americafirst Tactical Alpha [ABRFX] is traded in USA and was established 26th of November 2024. 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 18.76%, while the total return for the last 3 years was 5.87%.
Check Americafirst Tactical 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 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

DUKDuke EnergyStockUtilities
AMPAmeriprise FinancialStockFinancials
SBUXStarbucksStockConsumer Discretionary
HDHome DepotStockConsumer Discretionary
DECKDeckers OutdoorStockConsumer Discretionary
MNSTMonster Beverage CorpStockConsumer Staples
LKQLKQ CorporationStockConsumer Discretionary
MSCIMSCI IncStockFinancials
More Details

Americafirst Tactical Risk Profiles

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.
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
Funds Screener
Find actively-traded funds from around the world traded on over 30 global exchanges