Cb Large Cap Fund Quote
| CBEAX Fund | USD 14.24 0.03 0.21% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Cb Large is trading at 14.24 as of the 30th of November 2024; that is 0.21% up since the beginning of the trading day. The fund's open price was 14.21. Cb Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Cb Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of June 2023 and ending today, the 30th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of large-capitalization companies. It is a feeder fund that invests substantially all of its assets in the CB Large Cap Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. More on Cb Large Cap
Moving together with CBEAX Mutual Fund
Moving against CBEAX Mutual Fund
CBEAX Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Value Funds, Large Value, Allspring Global Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Cb Large Cap [CBEAX] is traded in USA and was established 30th of November 2024. Cb Large is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Allspring Global Investments family. This fund currently has accumulated 216.17 M in assets under management (AUM) with no minimum investment requirementsCb Large Cap is currently producing year-to-date (YTD) return of 19.85% with the current yeild of 0.01%, while the total return for the last 3 years was 9.31%.
Check Cb Large 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 CBEAX 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 CBEAX 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 Cb Large Cap 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 Cb Large Cap Mutual Fund Constituents
| AER | AerCap Holdings NV | Stock | Industrials | |
| SNA | Snap On | Stock | Industrials | |
| CB | Chubb | Stock | Financials | |
| OMC | Omnicom Group | Stock | Communication Services | |
| WHR | Whirlpool | Stock | Consumer Discretionary | |
| VZ | Verizon Communications | Stock | Communication Services | |
| PGR | Progressive Corp | Stock | Financials | |
| PNC | PNC Financial Services | Stock | Financials |
Cb Large Top Holders
| NVMBX | Moderate Balanced Fund | Mutual Fund | Allocation--30% to 50% Equity | |
| WFMAX | Moderate Balanced Fund | Mutual Fund | Allocation--30% to 50% Equity | |
| WFBCX | Moderate Balanced Fund | Mutual Fund | Allocation--30% to 50% Equity | |
| WFGWX | Growth Balanced Fund | Mutual Fund | Allocation--50% to 70% Equity | |
| EAIFX | Wells Fargo Advantage | Mutual Fund | Allocation--50% to 70% Equity | |
| EACFX | Wells Fargo Advantage | Mutual Fund | Allocation--50% to 70% Equity | |
| EAAIX | Wells Fargo Advantage | Mutual Fund | Allocation--50% to 70% Equity | |
| EAXFX | Wells Fargo Advantage | Mutual Fund | Allocation--50% to 70% Equity |
Cb Large Cap Risk Profiles
| Mean Deviation | 0.4981 | |||
| Semi Deviation | 0.5276 | |||
| Standard Deviation | 0.6257 | |||
| Variance | 0.3915 |
Cb Large Against Markets
Other Information on Investing in CBEAX Mutual Fund
Cb Large financial ratios help investors to determine whether CBEAX 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 CBEAX with respect to the benefits of owning Cb Large security.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency |