The Eafe Pure Fund Quote
| BSGPX Fund | USD 12.82 0.09 0.71% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Eafe Pure is trading at 12.82 as of the 29th of November 2024; that is 0.71 percent up since the beginning of the trading day. The fund's open price was 12.73. Eafe Pure has about a 22 % 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 The Eafe Pure are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in common stocks and other equity securities of companies whose principal activities are in developed markets in Europe, Australasia andor the Far East. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. More on The Eafe Pure
Eafe Mutual Fund Highlights
| Fund Concentration | Baillie Gifford Funds, Large Growth Funds, Foreign Large Growth Funds, Foreign Large Growth, Baillie Gifford Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Fiscal Year End | December |
The Eafe Pure [BSGPX] is traded in USA and was established 29th of November 2024. Eafe Pure is listed under Baillie Gifford Funds category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of Baillie Gifford Funds family. This fund currently has accumulated 426.63 M in assets under management (AUM) with no minimum investment requirementsEafe Pure is currently producing year-to-date (YTD) return of 2.76% with the current yeild of 0.01%, while the total return for the last 3 years was -9.85%.
Check Eafe Pure 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 Eafe 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 Eafe 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 Eafe Pure 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 Eafe Pure Mutual Fund Constituents
| KAOCF | Kao Corporation | Pink Sheet | Household & Personal Products | |
| IVSBF | Investor AB ser | Pink Sheet | Asset Management | |
| SVNLF | Svenska Handelsbanken AB | Pink Sheet | Banks—Diversified | |
| MSADF | MSAD Insurance Group | Pink Sheet | Insurance—Property & Casualty | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| CFR | CullenFrost Bankers | Stock | Financials | |
| MTD | Mettler Toledo International | Stock | Health Care | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods |
Eafe Pure Risk Profiles
| Mean Deviation | 0.7787 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.06 | |||
| Risk Adjusted Performance | (0.04) |
Eafe Pure Against Markets
Other Information on Investing in Eafe Mutual Fund
Eafe Pure financial ratios help investors to determine whether Eafe 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 Eafe with respect to the benefits of owning Eafe Pure security.
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