World Energy is trading at 15.68 as of the 22nd of November 2024; that is 0.71 percent up since the beginning of the trading day. The fund's open price was 15.57. World Energy has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for World Energy Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in a wide range of energy-related financial instruments issued in the U.S. and markets around the world. Investments typically include a combination of common stock, bonds, exchange traded funds and exchange traded notes but may also include other asset types that are related to energy industry activities. More on World Energy Fund
World Energy Fund [AIWEX] is traded in USA and was established 22nd of November 2024. World Energy is listed under Cavanal Hill funds category by Fama And French industry classification. The fund is listed under Equity Energy category and is part of Cavanal Hill funds family. This fund presently has accumulated 57.51 M in assets under management (AUM) with no minimum investment requirementsWorld Energy is currently producing year-to-date (YTD) return of 15.44% with the current yeild of 0.02%, while the total return for the last 3 years was 14.73%.
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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 World 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 World 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 World Energy 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.
Other Information on Investing in World Mutual Fund
World Energy financial ratios help investors to determine whether World 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 World with respect to the benefits of owning World Energy security.