Kopernik Global is trading at 12.23 as of the 28th of November 2024; that is 0.41 percent up since the beginning of the trading day. The fund's open price was 12.18. Kopernik Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Kopernik Global All Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund plans to invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. and non-U.S. companies of any size. It will invest at least 40 percent of its net assets in securities of issuers located outside the U.S. More on Kopernik Global All Cap
Kopernik Global All Cap [KGGIX] is traded in USA and was established 28th of November 2024. Kopernik Global is listed under Kopernik category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Value category and is part of Kopernik family. This fund now has accumulated 2.1 B in assets with minimum initial investment of 1000 K. Kopernik Global All is currently producing year-to-date (YTD) return of 5.41% with the current yeild of 0.04%, while the total return for the last 3 years was 2.08%.
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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 Kopernik 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 Kopernik 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 Kopernik Global All Cap 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 Kopernik Global All Cap Mutual Fund Constituents
Other Information on Investing in Kopernik Mutual Fund
Kopernik Global financial ratios help investors to determine whether Kopernik 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 Kopernik with respect to the benefits of owning Kopernik Global security.