Abr Dynamic is trading at 11.96 as of the 28th of November 2024; that is 0.42 percent down since the beginning of the trading day. The fund's open price was 12.01. Abr Dynamic 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. Equity ratings for Abr Dynamic Blend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund will invest at least 80 percent of the value of its net assets in securities and instruments, including derivatives, that provide exposure to the constituents of the index powered by Wilshire. The index is designed to capture favorable volatility movements in the equity markets while maintaining equity exposure to preserve positive performance during extended periods of rising markets.. More on Abr Dynamic Blend
Abr Dynamic Blend [ABRVX] is traded in USA and was established 28th of November 2024. Abr Dynamic is listed under ABR category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of ABR family. This fund presently has accumulated 112.79 M in assets under management (AUM) with minimum initial investment of 100 K. Abr Dynamic Blend is currently producing year-to-date (YTD) return of 14.41% with the current yeild of 0.01%, while the total return for the last 3 years was -2.54%.
Check Abr Dynamic 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 Abr 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 Abr 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 Abr Dynamic Blend 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.
Abr Dynamic financial ratios help investors to determine whether Abr 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 Abr with respect to the benefits of owning Abr Dynamic security.
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.