Equable Shares Large Fund Quote
| EQLIX Fund | USD 29.34 0.01 0.03% |
PerformanceGood
| Odds Of DistressLow
|
Equable Shares is trading at 29.34 as of the 5th of January 2026; that is 0.03 percent increase since the beginning of the trading day. The fund's open price was 29.33. Equable Shares has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 6th of December 2025 and ending today, the 5th of January 2026. Click here to learn more.
The investment seeks income and capital preservation. The fund seeks to achieve its investment objective by investing in equity securities of U.S. issuers based on the SP 500 Index while hedging overall market exposure by writing exchange traded call options based on the same securities. More on Equable Shares Large
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Equable Mutual Fund Highlights
| Fund Concentration | Equable Shares Funds, null, Equable Shares, Equable Shares (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Equable Shares Large [EQLIX] is traded in USA and was established 5th of January 2026. Equable Shares is listed under Equable Shares category by Fama And French industry classification. The fund is listed under null category and is part of Equable Shares family. This fund currently has accumulated 142.58 M in assets under management (AUM) with minimum initial investment of 100 K. Equable Shares Large is currently producing year-to-date (YTD) return of 5.05% with the current yeild of 0.0%, while the total return for the last 3 years was 10.33%.
Check Equable Shares 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 Equable 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 Equable 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 Equable Shares Large 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 Equable Shares Large Mutual Fund Constituents
| SPY | SPDR SP 500 | Etf | Large Blend |
Equable Shares Large Risk Profiles
| Mean Deviation | 0.2259 | |||
| Semi Deviation | 0.2408 | |||
| Standard Deviation | 0.3498 | |||
| Variance | 0.1224 |
Equable Shares Against Markets
Other Information on Investing in Equable Mutual Fund
Equable Shares financial ratios help investors to determine whether Equable 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 Equable with respect to the benefits of owning Equable Shares security.
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