Secured Options Portfolio Fund Quote

GTSOX Fund  USD 15.28  0.03  0.20%   

Performance

25 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 14

 
High
 
Low
Low
Secured Options is trading at 15.28 as of the 23rd of November 2024; that is 0.20% increase since the beginning of the trading day. The fund's open price was 15.25. Secured Options has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Secured Options Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of May 2024 and ending today, the 23rd of November 2024. Click here to learn more.
Under normal market circumstances, at least 80 percent of the value of the Portfolios total assets will be subject to secured option strategies, which are written covered call andor secured put options on stock index ETFs, stock indices andor individual stocks held by the Portfolio.. More on Secured Options Portfolio

Moving together with Secured Mutual Fund

  0.87NOVIX Glenmede InternationalPairCorr
  0.9GEQIX Equity Income PortfolioPairCorr
  0.92GWILX Woman In LeadershipPairCorr
  0.82RESGX Responsible Esg EquityPairCorr
  1.0GLSOX Secured Options PortfolioPairCorr
  0.85GQLVX Quantitative U SPairCorr

Moving against Secured Mutual Fund

  0.72GTCIX International PortfolioPairCorr

Secured Mutual Fund Highlights

Fund ConcentrationGlenmede Funds, Large Blend Funds, Options Trading Funds, Options Trading, Glenmede, Large Blend, Options Trading (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Secured Options Portfolio [GTSOX] is traded in USA and was established 23rd of November 2024. Secured Options is listed under Glenmede category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Glenmede family. This fund currently has accumulated 525.3 M in assets under management (AUM) with no minimum investment requirementsSecured Options Portfolio is currently producing year-to-date (YTD) return of 12.7% with the current yeild of 0.0%, while the total return for the last 3 years was 5.15%.
Check Secured Options 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 Secured 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 Secured 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 Secured Options Portfolio 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 Secured Options Portfolio Mutual Fund Constituents

SPYSPDR SP 500EtfLarge Blend
VOOVanguard SP 500EtfLarge Blend
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Secured Options Top Holders

QALTXQuantified Alternative InvestmentMutual FundMacro Trading
QALAXQuantified Alternative InvestmentMutual FundMacro Trading
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Secured Options Portfolio Risk Profiles

Secured Options Against Markets

Other Information on Investing in Secured Mutual Fund

Secured Options financial ratios help investors to determine whether Secured 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 Secured with respect to the benefits of owning Secured Options security.
Transaction History
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Analyst Advice
Analyst recommendations and target price estimates broken down by several categories