Evolutionary Tree Innovators Fund Quote
| INVNX Fund | USD 22.26 0.05 0.23% |
Performance20 of 100
| Odds Of DistressLess than 15
|
Evolutionary Tree is trading at 22.26 as of the 1st of December 2024; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 22.21. Evolutionary Tree has less than a 15 % 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 Evolutionary Tree Innovators are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2023 and ending today, the 1st of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing principally in 25-35 growth-oriented equity securities, including domestic securities and foreign securities trading as American Depository Receipts . The Adviser selects leading innovative businesses that benefit from various types of innovation, including new products, new services, and innovative business models, for inclusion in the funds portfolio. More on Evolutionary Tree Innovators
Moving together with Evolutionary Mutual Fund
| 1.0 | INVTX | Ultimus Managers Trust | PairCorr |
| 0.94 | FAFGX | American Funds | PairCorr |
| 0.94 | FFAFX | American Funds | PairCorr |
| 0.94 | GFACX | Growth Fund | PairCorr |
| 0.94 | GFAFX | Growth Fund | PairCorr |
Moving against Evolutionary Mutual Fund
Evolutionary Mutual Fund Highlights
| Fund Concentration | Evolutionary Tree Funds, Large Growth Funds, Large Growth, Evolutionary Tree (View all Sectors) |
| Update Date | 30th of September 2024 |
Evolutionary Tree Innovators [INVNX] is traded in USA and was established 1st of December 2024. Evolutionary Tree is listed under Evolutionary Tree category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Evolutionary Tree family. Evolutionary Tree currently has accumulated 27.49 M in assets under management (AUM) with no minimum investment requirements
Check Evolutionary Tree 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 Evolutionary 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 Evolutionary 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 Evolutionary Tree Innovators 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 Evolutionary Tree Innovators Mutual Fund Constituents
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| DKNG | DraftKings | Stock | Consumer Discretionary | |
| HUBS | HubSpot | Stock | Information Technology | |
| NFLX | Netflix | Stock | Communication Services | |
| NOW | ServiceNow | Stock | Information Technology | |
| PINS | Stock | Communication Services | ||
| PTON | Peloton Interactive | Stock | Consumer Discretionary | |
| ROKU | Roku Inc | Stock | Communication Services |
Evolutionary Tree Risk Profiles
| Mean Deviation | 0.8308 | |||
| Semi Deviation | 0.8674 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.19 |
Evolutionary Tree Against Markets
Other Information on Investing in Evolutionary Mutual Fund
Evolutionary Tree financial ratios help investors to determine whether Evolutionary 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 Evolutionary with respect to the benefits of owning Evolutionary Tree security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |