The Global Alpha Fund Quote
| BGASX Fund | USD 18.29 0.08 0.44% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Global Alpha is trading at 18.29 as of the 25th of November 2024; that is 0.44 percent up since the beginning of the trading day. The fund's open price was 18.21. Global Alpha 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 Global Alpha are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of September 2024 and ending today, the 25th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities. It invests predominantly in a diversified portfolio of securities issued by companies located in countries represented in the MSCI ACWI Index. The fund invests in a range of companies globally. More on The Global Alpha
Moving together with Global Mutual Fund
Global Mutual Fund Highlights
| Fund Concentration | Baillie Gifford Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Baillie Gifford Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Fiscal Year End | December |
The Global Alpha [BGASX] is traded in USA and was established 25th of November 2024. Global Alpha is listed under Baillie Gifford Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Baillie Gifford Funds family. This fund currently has accumulated 680.73 M in assets under management (AUM) with no minimum investment requirementsGlobal Alpha is currently producing year-to-date (YTD) return of 14.53% with the current yeild of 0.01%, while the total return for the last 3 years was -2.21%.
Check Global Alpha 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 Global 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 Global 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 Global Alpha 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 Global Alpha Mutual Fund Constituents
| APA | APA Corporation | Stock | Energy | |
| V | Visa Class A | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| MA | Mastercard | Stock | Financials | |
| MCO | Moodys | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Global Alpha Risk Profiles
| Mean Deviation | 0.6486 | |||
| Semi Deviation | 0.8092 | |||
| Standard Deviation | 0.8453 | |||
| Variance | 0.7146 |
Global Alpha Against Markets
Other Information on Investing in Global Mutual Fund
Global Alpha financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Alpha security.
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