Equity Index is trading at 60.87 as of the 22nd of November 2024; that is 0.53 percent up since the beginning of the trading day. The fund's open price was 60.55. Equity Index has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Equity Index Institutional are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
The fund will invest substantially all, and normally at least 80 percent of its total assets, in the equity securities included in the SP 500 Index, in weightings that approximate the relative composition of the securities contained in the SP 500 Index. More on Equity Index Institutional
Equity Index Institutional [GEQYX] is traded in USA and was established 22nd of November 2024. Equity Index is listed under GuideStone Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of GuideStone Funds family. This fund currently has accumulated 1.79 B in assets under management (AUM) with no minimum investment requirementsEquity Index Institu is currently producing year-to-date (YTD) return of 24.56% with the current yeild of 0.01%, while the total return for the last 3 years was 9.31%.
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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 Equity 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 Equity 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 Equity Index Institutional 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 Equity Index Institutional Mutual Fund Constituents
Other Information on Investing in Equity Mutual Fund
Equity Index financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Index security.
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance