Knights Of is trading at 19.63 as of the 29th of November 2024; that is 0.05 percent up since the beginning of the trading day. The fund's open price was 19.62. Knights Of has less than a 17 % 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 Knights Of Umbus are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of September 2024 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of large-capitalization companies. For purposes of this policy, a large-capitalization company is a company with a market capitalization within the range of the Bloomberg 1000 Value Total Return Index at the time of initial purchase. More on Knights Of Umbus
Knights Of Umbus [KCVSX] is traded in USA and was established 29th of November 2024. Knights Of is listed under Catholic Investor category by Fama And French industry classification. The fund is listed under Large Value category and is part of Catholic Investor family. This fund now has accumulated 60.3 M in assets with no minimum investment requirementsKnights Of Umbus is currently producing year-to-date (YTD) return of 26.43% with the current yeild of 0.01%, while the total return for the last 3 years was 10.86%.
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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 Knights 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 Knights 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 Knights Of Umbus 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.
Other Information on Investing in Knights Mutual Fund
Knights Of financial ratios help investors to determine whether Knights 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 Knights with respect to the benefits of owning Knights Of security.