Boyar Value Fund Quote
| BOYAX Fund | USD 32.23 0.06 0.19% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Boyar Value is trading at 32.23 as of the 27th of November 2024; that is 0.19 percent decrease since the beginning of the trading day. The fund's open price was 32.29. Boyar Value 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 Boyar Value Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 and ending today, the 27th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests primarily in equity securities that are believed by the Adviser to be intrinsically undervalued, including common stock, preferred stock or securities convertible into or exchangeable for common stock. Intrinsic value, as the Adviser defines it, is the estimated current worth that would accrue to the stockholders of a company, either through liquidation of corporate assets upon termination of operations, or through the sale or merger of the entire enterprise as a continuing business.. More on Boyar Value Fund
Moving together with Boyar Mutual Fund
Boyar Mutual Fund Highlights
| Fund Concentration | Boyar Value Fund Funds, Large Blend Funds, Large Value Funds, Large Value, Boyar Value Fund (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Boyar Value Fund [BOYAX] is traded in USA and was established 27th of November 2024. Boyar Value is listed under Boyar Value Fund category by Fama And French industry classification. The fund is listed under Large Value category and is part of Boyar Value Fund family. This fund currently has accumulated 27.45 M in assets under management (AUM) with minimum initial investment of 2.5 K. Boyar Value Fund is currently producing year-to-date (YTD) return of 18.6% with the current yeild of 0.0%, while the total return for the last 3 years was 2.65%.
Check Boyar Value 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 Boyar 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 Boyar 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 Boyar Value 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 Boyar Value Fund Mutual Fund Constituents
| CLX | The Clorox | Stock | Consumer Staples | |
| MAR | Marriott International | Stock | Consumer Discretionary | |
| UPS | United Parcel Service | Stock | Industrials | |
| TRV | The Travelers Companies | Stock | Financials | |
| SMG | Scotts Miracle Gro | Stock | Materials | |
| PFE | Pfizer Inc | Stock | Health Care | |
| MSGS | Madison Square Garden | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology |
Boyar Value Fund Risk Profiles
| Mean Deviation | 0.6816 | |||
| Semi Deviation | 1.42 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.45 |
Boyar Value Against Markets
Other Information on Investing in Boyar Mutual Fund
Boyar Value financial ratios help investors to determine whether Boyar 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 Boyar with respect to the benefits of owning Boyar Value security.
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