Kirr Marbach Partners Fund Quote
| KMVAX Fund | USD 33.30 0.20 0.60% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Kirr Marbach is trading at 33.30 as of the 7th of January 2025; that is 0.60 percent increase since the beginning of the trading day. The fund's open price was 33.1. Kirr Marbach 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. The performance scores are derived for the period starting the 8th of December 2024 and ending today, the 7th of January 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing in common stocks of companies with small-capitalizations , medium-capitalizations and large-capitalizations . Under normal circumstances, at least 65 percent of its total assets will consist of common stocks or other equity securities.. More on Kirr Marbach Partners
Moving together with Kirr Mutual Fund
Kirr Mutual Fund Highlights
| Thematic Idea | Commodities Funds (View all Themes) |
| Fund Concentration | Kirr Marbach Partners Funds, Large Funds, Mid-Cap Blend Funds, Commodities Funds, Mid-Cap Blend, Kirr Marbach Partners, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Kirr Marbach Partners [KMVAX] is traded in USA and was established 7th of January 2025. Kirr Marbach is listed under Kirr Marbach Partners category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Kirr Marbach Partners family. The entity is thematically classified as Commodities Funds. This fund now has accumulated 71.55 M in assets with minimum initial investment of 1 K. Kirr Marbach Partners is currently producing year-to-date (YTD) return of 28.09%, while the total return for the last 3 years was 9.04%.
Check Kirr Marbach 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 Kirr 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 Kirr 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 Kirr Marbach Partners 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 Kirr Marbach Partners Mutual Fund Constituents
| XPER | Xperi Corp | Stock | Information Technology | |
| ALR | Alerislife | Stock | US Stock | |
| XPO | XPO Logistics | Stock | Industrials | |
| VOYA | Voya Financial | Stock | Financials | |
| SSNC | SSC Technologies Holdings | Stock | Information Technology | |
| RSG | Republic Services | Stock | Industrials | |
| MTZ | MasTec Inc | Stock | Industrials | |
| MKL | Markel | Stock | Financials |
Kirr Marbach Partners Risk Profiles
| Mean Deviation | 0.86 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.88 | |||
| Risk Adjusted Performance | (0.01) |
Kirr Marbach Against Markets
Other Information on Investing in Kirr Mutual Fund
Kirr Marbach financial ratios help investors to determine whether Kirr 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 Kirr with respect to the benefits of owning Kirr Marbach security.
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