Global Opportunities Fund Quote
| GBPIX Fund | USD 11.43 0.09 0.79% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Global Opportunities is trading at 11.43 as of the 1st of February 2025; that is 0.79 percent up since the beginning of the trading day. The fund's open price was 11.34. Global Opportunities 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 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
The fund has significant flexibility to invest in a broad range of equity and fixed income asset classes in the United States and other markets throughout the world, both developed and emerging. The Adviser employs a flexible asset allocation approach in constructing the funds portfolio. More on Global Opportunities Fund
Moving together with Global Mutual Fund
Global Mutual Fund Highlights
| Fund Concentration | Meeder Funds, Large Blend Funds, World Allocation Funds, World Allocation, Meeder Funds, Large Blend, World Allocation (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Global Opportunities Fund [GBPIX] is traded in USA and was established 1st of February 2025. Global Opportunities is listed under Meeder Funds category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Meeder Funds family. This fund currently has accumulated 32.22 M in assets under management (AUM) with minimum initial investment of 1000 K. Global Opportunities is currently producing year-to-date (YTD) return of 3.18% with the current yeild of 0.02%, while the total return for the last 3 years was 5.82%.
Check Global Opportunities 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 Opportunities 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 Opportunities Fund Mutual Fund Constituents
| INTC | Intel | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| C | Citigroup | Stock | Financials | |
| TGEIX | Tcw Emerging Markets | Mutual Fund | Emerging Markets Bond | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| VCIT | Vanguard Intermediate Term Corporate | Etf | Corporate Bond | |
| SJNK | SPDR Bloomberg Short | Etf | High Yield Bond | |
| SHYG | iShares 0 5 Year | Etf | High Yield Bond |
Global Opportunities Risk Profiles
| Mean Deviation | 0.6653 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.14 | |||
| Risk Adjusted Performance | (0.07) |
Global Opportunities Against Markets
Other Information on Investing in Global Mutual Fund
Global Opportunities 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 Opportunities security.
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