Longshort Portfolio Longshort Fund Quote
| GTAPX Fund | USD 14.62 0.03 0.21% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Long/short Portfolio is trading at 14.62 as of the 26th of November 2024; that is 0.21% increase since the beginning of the trading day. The fund's open price was 14.59. Long/short Portfolio has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Longshort Portfolio Longshort are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of May 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of the value of its net assets in long and short positions with respect to equity securities, such as common stocks, of public companies tied economically to the U.S. It will invest in companies with market capitalizations, at the time of purchase, that are within the market capitalization range of any stock in the Russell 3000 Index.. More on Longshort Portfolio Longshort
Moving together with Long/short Mutual Fund
| 0.71 | NOVIX | Glenmede International | PairCorr |
| 0.73 | GEQIX | Equity Income Portfolio | PairCorr |
| 0.84 | GWILX | Woman In Leadership | PairCorr |
| 0.78 | RESGX | Responsible Esg Equity | PairCorr |
| 0.85 | GLSOX | Secured Options Portfolio | PairCorr |
| 0.78 | GQLVX | Quantitative U S | PairCorr |
Moving against Long/short Mutual Fund
Long/short Mutual Fund Highlights
| Fund Concentration | Glenmede Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Glenmede (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Longshort Portfolio Longshort [GTAPX] is traded in USA and was established 26th of November 2024. Long/short Portfolio is listed under Glenmede category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Glenmede family. This fund currently has accumulated 51.1 M in assets under management (AUM) with no minimum investment requirementsLong/short Portfolio is currently producing year-to-date (YTD) return of 13.4% with the current yeild of 0.02%, while the total return for the last 3 years was 8.14%.
Check Long/short Portfolio 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 Long/short 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 Long/short 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 Longshort Portfolio Longshort 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 Longshort Portfolio Longshort Mutual Fund Constituents
| NVDA | NVIDIA | Stock | Information Technology | |
| IR | Ingersoll Rand | Stock | Industrials | |
| FLT | Fleetcor Technologies | Stock | Financials | |
| VICI | VICI Properties | Stock | Real Estate | |
| MOH | Molina Healthcare | Stock | Health Care | |
| ALGN | Align Technology | Stock | Health Care | |
| JBL | Jabil Circuit | Stock | Information Technology | |
| TTEK | Tetra Tech | Stock | Industrials |
Long/short Portfolio Risk Profiles
| Mean Deviation | 0.3023 | |||
| Semi Deviation | 0.2172 | |||
| Standard Deviation | 0.4256 | |||
| Variance | 0.1811 |
Long/short Portfolio Against Markets
Other Information on Investing in Long/short Mutual Fund
Long/short Portfolio financial ratios help investors to determine whether Long/short 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 Long/short with respect to the benefits of owning Long/short Portfolio security.
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