Americafirst Income Fund Quote
| AFPAX Fund | USD 4.71 0.07 1.46% |
Performance7 of 100
| Odds Of DistressLess than 21
|
Americafirst Income is trading at 4.71 as of the 28th of November 2024; that is 1.46% down since the beginning of the trading day. The fund's open price was 4.78. Americafirst Income has about a 21 % 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 Americafirst Income Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of September 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests in a portfolio of high income securities that may include stocks, preferred stocks, master limited partnerships, convertible preferred stock, convertible bonds, real estate investment trusts, and bonds selected by applying a rules-based model. More on Americafirst Income Fund
Moving together with Americafirst Mutual Fund
Americafirst Mutual Fund Highlights
| Fund Concentration | AmericaFirst Funds, Large Value Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, AmericaFirst Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | December |
Americafirst Income Fund [AFPAX] is traded in USA and was established 28th of November 2024. Americafirst Income is listed under AmericaFirst Funds category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of AmericaFirst Funds family. This fund presently has accumulated 23.04 M in assets under management (AUM) with minimum initial investment of 1 K. Americafirst Income is currently producing year-to-date (YTD) return of 15.86% with the current yeild of 0.1%, while the total return for the last 3 years was 4.24%.
Check Americafirst Income 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 Income Fund 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 Income Fund Mutual Fund Constituents
| UBSI | United Bankshares | Stock | Financials | |
| SJI | South Jersey Industries | Stock | Utilities | |
| WY | Weyerhaeuser | Stock | Real Estate | |
| LLY | Eli Lilly and | Stock | Health Care | |
| SFL | SFL Corporation | Stock | Energy | |
| RWT | Redwood Trust | Stock | Financials | |
| POR | Portland General Electric | Stock | Utilities | |
| WEC | WEC Energy Group | Stock | Utilities |
Americafirst Income Risk Profiles
| Mean Deviation | 0.5232 | |||
| Semi Deviation | 0.5374 | |||
| Standard Deviation | 0.7049 | |||
| Variance | 0.4968 |
Americafirst Income Against Markets
Other Information on Investing in Americafirst Mutual Fund
Americafirst Income 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 Income security.
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