Blue Current Global Fund Quote
| BCGDX Fund | USD 16.29 0.10 0.62% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Blue Current is trading at 16.29 as of the 30th of November 2024; that is 0.62 percent up since the beginning of the trading day. The fund's open price was 16.19. Blue Current has about a 22 % 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 Blue Current Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities that either have paid a dividend in the 12 months prior to purchase, or are expected by the Adviser to pay a dividend within 12 months following the funds purchase of the security. More on Blue Current Global
Moving together with Blue Mutual Fund
Blue Mutual Fund Highlights
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of December 2022 |
| Fiscal Year End | August |
Blue Current Global [BCGDX] is traded in USA and was established 30th of November 2024. Blue Current is listed under Blue Current Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Blue Current Funds family. The entity is thematically classified as World Allocation Funds. This fund currently has accumulated 60.1 M in assets under management (AUM) with minimum initial investment of 100 K. Blue Current Global is currently producing year-to-date (YTD) return of 18.71% with the current yeild of 0.02%, while the total return for the last 3 years was 8.09%.
Check Blue Current 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 Blue 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 Blue 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 Blue Current Global 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 Blue Current Global Mutual Fund Constituents
| NVS | Novartis AG ADR | Stock | Health Care | |
| PNC | PNC Financial Services | Stock | Financials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| FGZXX | First American Funds | Money Market Fund | US Money Market Fund | |
| CFR | CullenFrost Bankers | Stock | Financials | |
| MDT | Medtronic PLC | Stock | Health Care | |
| MS | Morgan Stanley | Stock | Financials | |
| OKE | ONEOK Inc | Stock | Energy |
Blue Current Global Risk Profiles
| Mean Deviation | 0.4887 | |||
| Semi Deviation | 0.62 | |||
| Standard Deviation | 0.6099 | |||
| Variance | 0.372 |
Blue Current Against Markets
Other Information on Investing in Blue Mutual Fund
Blue Current financial ratios help investors to determine whether Blue 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 Blue with respect to the benefits of owning Blue Current security.
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