Guardian Fundamental Global Fund Quote
| GFGEX Fund | USD 14.11 0.07 0.50% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Guardian Fundamental is trading at 14.11 as of the 27th of November 2024; that is 0.50 percent up since the beginning of the trading day. The fund's open price was 14.04. Guardian Fundamental has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Guardian Fundamental Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
Under normal conditions the funds adviser, invests at least 80 percent of its net assets in equity securities of mid-capitalization and large-capitalization companies. The fund may invest in U.S. and foreign equity securities. Under normal market conditions, it invests at least 40 percent of its net assets in the securities of, and depositary receipts represented by foreign issuers. More on Guardian Fundamental Global
Moving together with Guardian Mutual Fund
Guardian Mutual Fund Highlights
| Fund Concentration | Guardian Funds, Large Blend Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Guardian (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | March |
Guardian Fundamental Global [GFGEX] is traded in USA and was established 27th of November 2024. Guardian Fundamental is listed under Guardian category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Guardian family. This fund currently has accumulated 79.85 M in assets under management (AUM) with minimum initial investment of 2.5 K. Guardian Fundamental is currently producing year-to-date (YTD) return of 8.52% with the current yeild of 0.01%, while the total return for the last 3 years was 2.94%.
Check Guardian Fundamental 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 Guardian 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 Guardian 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 Guardian Fundamental Global 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 Guardian Fundamental Global Mutual Fund Constituents
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| CL | Colgate Palmolive | Stock | Consumer Staples | |
| CME | CME Group | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| ILMN | Illumina | Stock | Health Care | |
| MA | Mastercard | Stock | Financials | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Guardian Fundamental Risk Profiles
| Mean Deviation | 0.4256 | |||
| Semi Deviation | 0.4216 | |||
| Standard Deviation | 0.548 | |||
| Variance | 0.3003 |
Guardian Fundamental Against Markets
Other Information on Investing in Guardian Mutual Fund
Guardian Fundamental financial ratios help investors to determine whether Guardian 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 Guardian with respect to the benefits of owning Guardian Fundamental security.
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |