Blue Current Global Fund Quote
| BCGDX Fund | USD 19.53 0.11 0.57% |
PerformanceSoft
| Odds Of DistressLow
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Blue Current is trading at 19.53 as of the 6th of January 2026; that is 0.57 percent up since the beginning of the trading day. The fund's open price was 19.42. Blue Current 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. The performance scores are derived for the period starting the 11th of January 2025 and ending today, the 6th of January 2026. 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 | 31st of December 2025 |
| Expense Ratio Date | 29th of December 2024 |
| Fiscal Year End | August |
Blue Current Global [BCGDX] is traded in USA and was established 6th of January 2026. 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 96.33 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 18.78% with the current yeild of 0.02%, while the total return for the last 3 years was 17.86%.
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
| MDT | Medtronic PLC | Stock | Health Care | |
| NSRGY | Nestle SA ADR | Pink Sheet | Packaged Foods | |
| STI | Solidion Technology | Stock | Industrials | |
| TFC | Truist Financial Corp | Stock | Financials | |
| CCI | Crown Castle | Stock | Real Estate | |
| CVX | Chevron Corp | Stock | Energy | |
| RTX | Raytheon Technologies Corp | Stock | Industrials | |
| BUD | Anheuser Busch Inbev | Stock | Consumer Staples |
Blue Current Global Risk Profiles
| Mean Deviation | 0.4898 | |||
| Semi Deviation | 0.8143 | |||
| Standard Deviation | 0.6993 | |||
| Variance | 0.489 |
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.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |