Acclivity Mid is trading at 16.93 as of the 26th of November 2024; that is 1.44% increase since the beginning of the trading day. The fund's open price was 16.69. Acclivity Mid 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 Acclivity Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of August 2024 and ending today, the 26th of November 2024. Click here to learn more.
Under normal market conditions, the adviser is expected to hold approximately 300 different stocks, where no individual issuer represents more than 5 percent of the portfolio total value. The adviser defines a mid-capitalization company as any company that is neither in the highest 80 percent of U.S. More on Acclivity Mid Cap
Acclivity Mid Cap [AXMNX] is traded in USA and was established 26th of November 2024. Acclivity Mid is listed under Innealta Capital category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Innealta Capital family. This fund presently has accumulated 88.63 K in assets under management (AUM) with minimum initial investment of 5 K. Acclivity Mid Cap is currently producing year-to-date (YTD) return of 23.45% with the current yeild of 0.01%, while the total return for the last 3 years was 8.84%.
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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 Acclivity 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 Acclivity 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 Acclivity Mid Cap 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 Acclivity Mutual Fund
Acclivity Mid financial ratios help investors to determine whether Acclivity 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 Acclivity with respect to the benefits of owning Acclivity Mid security.