Equable Shares Large Fund Quote
| EQLIX Fund | USD 29.61 0.03 0.10% |
PerformanceGood
| Odds Of DistressLow
|
Equable Shares is trading at 29.61 as of the 20th of February 2026; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 29.58. Equable Shares has less than a 17 % 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 22nd of November 2025 and ending today, the 20th of February 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
Moving together with Equable Mutual Fund
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 20th of February 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 0.72% with the current yeild of 0.0%, while the total return for the last 3 years was 10.58%.
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.
Equable Shares Large Risk Profiles
| Mean Deviation | 0.2215 | |||
| Semi Deviation | 0.2113 | |||
| Standard Deviation | 0.307 | |||
| Variance | 0.0942 |
Equable Shares Against Markets
Equable Mutual Fund Analysis Notes
The fund retains about 11.06% of assets under management (AUM) in cash. Equable Shares Large last dividend was 0.05 per share. To learn more about Equable Shares Large call the company at 888-898-2024.Equable Shares Large Investment Alerts
| The fund retains about 11.06% of its assets under management (AUM) in cash |
Top Equable Shares Large Mutual Fund Constituents
| SPY | SPDR SP 500 | Etf |
Equable Shares Outstanding Bonds
Equable Shares issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Equable Shares Large uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Equable bonds can be classified according to their maturity, which is the date when Equable Shares Large has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Equable Shares Predictive Daily Indicators
Equable Shares intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Equable Shares mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Equable Shares Forecast Models
Equable Shares' time-series forecasting models are one of many Equable Shares' mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Equable Shares' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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