The Beehive Fund Quote
| BEEHX Fund | USD 23.43 0.07 0.30% |
Performance6 of 100
| Odds Of DistressLess than 20
|
The Beehive is trading at 23.43 as of the 2nd of December 2024; that is 0.30 percent increase since the beginning of the trading day. The fund's open price was 23.36. The Beehive 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. Equity ratings for The Beehive Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund primarily invests in equity securities of domestic companies with large and mid-sized market capitalizations. It may also invest in foreign securities and equity securities of domestic companies with small market capitalizations . In addition, the fund may invest in domestic fixed-income securities, including high-yield securities .. More on The Beehive Fund
Moving together with The Mutual Fund
The Mutual Fund Highlights
| Fund Concentration | BeeHive Funds, Large Blend Funds, Large Blend, BeeHive (View all Sectors) |
| Update Date | 30th of September 2024 |
The Beehive Fund [BEEHX] is traded in USA and was established 2nd of December 2024. The Beehive is listed under BeeHive category by Fama And French industry classification. The fund is listed under Large Blend category and is part of BeeHive family. This fund currently has accumulated 126.53 M in assets under management (AUM) with minimum initial investment of 2.5 K. Beehive Fund is currently producing year-to-date (YTD) return of 13.28% with the current yeild of 0.01%, while the total return for the last 3 years was 4.04%.
Check The Beehive 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 The 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 The 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 The Beehive 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 The Beehive Fund Mutual Fund Constituents
| DAL | Delta Air Lines | Stock | Industrials | |
| DHR | Danaher | Stock | Health Care | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| ORCL | Oracle | Stock | Information Technology | |
| NSRGY | Nestle SA ADR | Pink Sheet | Packaged Foods | |
| MSFT | Microsoft | Stock | Information Technology | |
| MDLZ | Mondelez International | Stock | Consumer Staples | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
Beehive Fund Risk Profiles
| Mean Deviation | 0.4727 | |||
| Semi Deviation | 0.6531 | |||
| Standard Deviation | 0.6544 | |||
| Variance | 0.4282 |
The Beehive Against Markets
Other Information on Investing in The Mutual Fund
The Beehive financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Beehive security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |