Cb Large Cap Fund Quote
| CBLLX Fund | USD 10.57 0.09 0.86% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Cb Large is trading at 10.57 as of the 31st of January 2025; that is 0.86 percent up since the beginning of the trading day. The fund's open price was 10.48. Cb Large 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. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. 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 CBLLX Mutual Fund
Moving against CBLLX Mutual Fund
CBLLX Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Value Funds, Large Value, Allspring Global Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Cb Large Cap [CBLLX] is traded in USA and was established 31st of January 2025. 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 4.38% with the current yeild of 0.01%, while the total return for the last 3 years was 8.41%.
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 CBLLX 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 CBLLX 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
| DOX | Amdocs | Stock | Information Technology | |
| SNA | Snap On | Stock | Industrials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| ETN | Eaton PLC | Stock | Industrials | |
| ACGL | Arch Capital Group | Stock | Financials | |
| FNF | Fidelity National Financial | Stock | Financials | |
| TEL | TE Connectivity | Stock | Information Technology | |
| LH | Laboratory of | Stock | Health Care |
Cb Large Cap Risk Profiles
| Mean Deviation | 0.9902 | |||
| Standard Deviation | 3.16 | |||
| Variance | 10.01 | |||
| Risk Adjusted Performance | (0.08) |
Cb Large Against Markets
Other Information on Investing in CBLLX Mutual Fund
Cb Large financial ratios help investors to determine whether CBLLX 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 CBLLX with respect to the benefits of owning Cb Large security.
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