Aambahl Gaynor Income Fund Quote
| AFNIX Fund | USD 27.01 0.16 0.60% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Aam/bahl Gaynor is trading at 27.01 as of the 25th of November 2024; that is 0.60 percent increase since the beginning of the trading day. The fund's open price was 26.85. Aam/bahl Gaynor 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 Aambahl Gaynor Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of September 2024 and ending today, the 25th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its assets plus borrowings for investment purposes in equity securities, primarily common stock, of companies that have historically paid dividends and have strong dividend policies. More on Aambahl Gaynor Income
Moving together with Aam/bahl Mutual Fund
Moving against Aam/bahl Mutual Fund
Aam/bahl Mutual Fund Highlights
| Fund Concentration | AAM Funds, Large Value Funds, Large Blend Funds, Large Blend, AAM (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Aambahl Gaynor Income [AFNIX] is traded in USA and was established 25th of November 2024. Aam/bahl Gaynor is listed under AAM category by Fama And French industry classification. The fund is listed under Large Blend category and is part of AAM family. This fund presently has accumulated 1.97 B in assets under management (AUM) with minimum initial investment of 25 K. Aambahl Gaynor Income is currently producing year-to-date (YTD) return of 19.94% with the current yeild of 0.02%, while the total return for the last 3 years was 6.53%.
Check Aam/bahl Gaynor 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 Aam/bahl 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 Aam/bahl 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 Aambahl Gaynor Income 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 Aambahl Gaynor Income Mutual Fund Constituents
| ABBV | AbbVie Inc | Stock | Health Care | |
| AMGN | Amgen Inc | Stock | Health Care | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| TFC | Truist Financial Corp | Stock | Financials | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| NEE | Nextera Energy | Stock | Utilities | |
| MSFT | Microsoft | Stock | Information Technology |
Aambahl Gaynor Income Risk Profiles
| Mean Deviation | 0.496 | |||
| Semi Deviation | 0.5069 | |||
| Standard Deviation | 0.6233 | |||
| Variance | 0.3885 |
Aam/bahl Gaynor Against Markets
Other Information on Investing in Aam/bahl Mutual Fund
Aam/bahl Gaynor financial ratios help investors to determine whether Aam/bahl 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 Aam/bahl with respect to the benefits of owning Aam/bahl Gaynor security.
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