Global Stock Fund Quote
| DGLAX Fund | USD 22.71 0.13 0.58% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Global Stock is trading at 22.71 as of the 22nd of November 2024; that is 0.58% up since the beginning of the trading day. The fund's open price was 22.58. Global Stock 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. Equity ratings for Global Stock Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2023 and ending today, the 22nd of November 2024. Click here to learn more.
To pursue its goal, the fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in stocks. The funds investments will be focused on companies located in the developed markets. Examples of developed markets are the United States, Canada, Japan, Australia, Hong Kong and Western Europe. More on Global Stock Fund
Global Mutual Fund Highlights
| Fund Concentration | BNY Mellon Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, BNY Mellon (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of March 2023 |
| Fiscal Year End | November |
Global Stock Fund [DGLAX] is traded in USA and was established 22nd of November 2024. Global Stock is listed under BNY Mellon category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of BNY Mellon family. This fund currently has accumulated 1 B in assets under management (AUM) with no minimum investment requirementsGlobal Stock is currently producing year-to-date (YTD) return of 9.61% with the current yeild of 0.0%, while the total return for the last 3 years was 2.56%.
Check Global Stock 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 Global 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 Global 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 Global Stock 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 Global Stock Fund Mutual Fund Constituents
| PX | P10 Inc | Stock | Financials | |
| ORCL | Oracle | Stock | Information Technology | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| EOG | EOG Resources | Stock | Energy | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
Global Stock Risk Profiles
| Mean Deviation | 0.5648 | |||
| Semi Deviation | 0.6992 | |||
| Standard Deviation | 0.7225 | |||
| Variance | 0.522 |
Global Stock Against Markets
Other Information on Investing in Global Mutual Fund
Global Stock financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Stock security.
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