Balter Invenomic Fund Quote
| BIVIX Fund | USD 17.58 0.26 1.50% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Balter Invenomic is trading at 17.58 as of the 28th of November 2024; that is 1.50 percent up since the beginning of the trading day. The fund's open price was 17.32. Balter Invenomic has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Balter Invenomic Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in both long and short positions in equity securities principally traded in United States markets. Under normal market conditions, the Sub-Adviser seeks to be fully invested in the long portfolio , while allowing the size of the short portfolio to fluctuate based on the market opportunity. More on Balter Invenomic Fund
Moving together with Balter Mutual Fund
Moving against Balter Mutual Fund
Balter Mutual Fund Highlights
| Fund Concentration | Invenomic Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Invenomic (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Balter Invenomic Fund [BIVIX] is traded in USA and was established 28th of November 2024. Balter Invenomic is listed under Invenomic category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Invenomic family. This fund currently has accumulated 1.4 B in assets under management (AUM) with no minimum investment requirementsBalter Invenomic is currently producing year-to-date (YTD) return of 1.77% with the current yeild of 0.03%, while the total return for the last 3 years was 18.94%.
Check Balter Invenomic 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 Balter 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 Balter 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 Balter Invenomic 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 Balter Invenomic Fund Mutual Fund Constituents
| CPB | Campbell Soup | Stock | Consumer Staples | |
| SWMAY | Swedish Match Ab | Pink Sheet | Tobacco | |
| BDC | Belden Inc | Stock | Information Technology | |
| LRN | Stride Inc | Stock | Consumer Discretionary | |
| UGI | UGI Corporation | Stock | Utilities | |
| TZOO | Travelzoo | Stock | Communication Services | |
| HLNE | Hamilton Lane | Stock | Financials | |
| LKQ | LKQ Corporation | Stock | Consumer Discretionary |
Balter Invenomic Risk Profiles
| Mean Deviation | 0.509 | |||
| Standard Deviation | 0.6173 | |||
| Variance | 0.381 | |||
| Risk Adjusted Performance | (0.02) |
Balter Invenomic Against Markets
Other Information on Investing in Balter Mutual Fund
Balter Invenomic financial ratios help investors to determine whether Balter 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 Balter with respect to the benefits of owning Balter Invenomic security.
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |