Americafirst Monthly Risk On Fund Quote

ABRUX Fund  USD 14.66  0.21  1.45%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Americafirst Monthly is trading at 14.66 as of the 29th of January 2025; that is 1.45 percent increase since the beginning of the trading day. The fund's open price was 14.45. Americafirst Monthly has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 9th of February 2023 and ending today, the 29th 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 Monthly Risk On

Moving together with Americafirst Mutual Fund

  0.67SBQAX Americafirst Large CapPairCorr
  0.68SBQIX Americafirst Large CapPairCorr
  0.65SBQUX Americafirst Large CapPairCorr
  1.0ABRWX Americafirst TacticalPairCorr
  1.0ABRFX Americafirst TacticalPairCorr

Americafirst Mutual Fund Highlights

Thematic IdeaAggressive Funds (View all Themes)
Fund ConcentrationAmericaFirst Funds, Large Growth Funds, Tactical Allocation Funds, Aggressive Funds, Tactical Allocation, AmericaFirst Funds, Large, Tactical Allocation (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndDecember
Americafirst Monthly Risk On [ABRUX] is traded in USA and was established 29th of January 2025. Americafirst Monthly 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. The entity is thematically classified as Aggressive Funds. This fund presently has accumulated 5.35 M in assets under management (AUM) with no minimum investment requirementsAmericafirst Monthly is currently producing year-to-date (YTD) return of 4.86%, while the total return for the last 3 years was 6.87%.
Check Americafirst Monthly 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 Monthly Risk On 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 Monthly Risk On Mutual Fund Constituents

NVDANVIDIAStockInformation Technology
HCAHCA HoldingsEtfHealth Care
IRIngersoll RandStockIndustrials
PAYCPaycom SoftStockInformation Technology
DFSDiscover Financial ServicesStockFinancials
CCKCrown HoldingsStockMaterials
LHLaboratory ofStockHealth Care
SYFSynchrony FinancialStockFinancials
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Americafirst Monthly Risk Profiles

Americafirst Monthly Against Markets

Other Information on Investing in Americafirst Mutual Fund

Americafirst Monthly 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 Monthly security.
Positions Ratings
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Volatility Analysis
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