Chautauqua International Growth Fund Quote
| CCWIX Fund | USD 19.17 0.08 0.42% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Chautauqua International is trading at 19.17 as of the 18th of January 2025; that is 0.42 percent up since the beginning of the trading day. The fund's open price was 19.09. Chautauqua International 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. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
The fund invests primarily in equity securities of non-U.S. companies with medium to large market capitalizations . It will invest at least 65 percent of its total assets at the time of purchase in non-U.S. companies. The fund will normally be diversified among at least three countries other than the U.S. More on Chautauqua International Growth
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Chautauqua Mutual Fund Highlights
| Fund Concentration | Baird Funds, Large Growth Funds, Foreign Large Growth Funds, Foreign Large Growth, Baird (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Chautauqua International Growth [CCWIX] is traded in USA and was established 18th of January 2025. Chautauqua International is listed under Baird category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of Baird family. This fund currently has accumulated 662.35 M in assets under management (AUM) with minimum initial investment of 25 K. Chautauqua International is currently producing year-to-date (YTD) return of 0.53% with the current yeild of 0.01%, while the total return for the last 3 years was 1.83%.
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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 Chautauqua 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 Chautauqua 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 Chautauqua International Growth 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 Chautauqua International Growth Mutual Fund Constituents
| AMS | American Shared Hospital | Stock | Health Care | |
| GEN | Gen Digital | Stock | Information Technology | |
| SHTDF | Sinopharm Group Co | Pink Sheet | Medical Distribution | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| FGUXX | First American Funds | Money Market Fund | US Money Market Fund | |
| GMAB | Genmab AS | Stock | Health Care | |
| KYCCF | Keyence | Pink Sheet | Scientific & Technical Instruments |
Chautauqua International Risk Profiles
| Mean Deviation | 0.6659 | |||
| Standard Deviation | 0.8529 | |||
| Variance | 0.7274 | |||
| Risk Adjusted Performance | (0.06) |
Chautauqua International Against Markets
Other Information on Investing in Chautauqua Mutual Fund
Chautauqua International financial ratios help investors to determine whether Chautauqua 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 Chautauqua with respect to the benefits of owning Chautauqua International security.
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