Persimmon Longshort Fund Quote
| LSEIX Fund | USD 15.66 0.04 0.26% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Persimmon Long/short is trading at 15.66 as of the 30th of January 2025; that is 0.26 percent up since the beginning of the trading day. The fund's open price was 15.62. Persimmon Long/short has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 30th of January 2025. Click here to learn more.
In pursuing its investment objective, the Adviser uses three strategies selecting individual equity securities, hedging to mitigate the downside risk of equities during unfavorable markets, and seeking to minimize shareholders tax liability in connection with the funds distribution of realized capital gains. More on Persimmon Longshort Fund
Moving together with Persimmon Mutual Fund
| 0.84 | JHQCX | Jpmorgan Hedged Equity | PairCorr |
| 0.82 | JHEQX | Jpmorgan Hedged Equity | PairCorr |
| 0.82 | JHQAX | Jpmorgan Hedged Equity | PairCorr |
| 0.74 | GTENX | Gateway Fund Class | PairCorr |
| 0.78 | GTECX | Gateway Fund Class | PairCorr |
Moving against Persimmon Mutual Fund
Persimmon Mutual Fund Highlights
| Fund Concentration | Persimmon Funds, Large Blend Funds, Options Trading Funds, Options Trading, Persimmon Funds, Large Blend, Long-Short Equity (View all Sectors) |
| Update Date | 31st of December 2024 |
Persimmon Longshort Fund [LSEIX] is traded in USA and was established 30th of January 2025. Persimmon Long/short is listed under Persimmon Funds category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Persimmon Funds family. This fund now has accumulated 31.64 M in assets with minimum initial investment of 100 K. Persimmon Long/short is currently producing year-to-date (YTD) return of 2.0%, while the total return for the last 3 years was 9.4%.
Check Persimmon Long/short 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 Persimmon 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 Persimmon 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 Persimmon Longshort Fund 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 Persimmon Longshort Fund Mutual Fund Constituents
| AMT | American Tower Corp | Stock | Real Estate | |
| TSN | Tyson Foods | Stock | Consumer Staples | |
| EVH | Evolent Health | Stock | Health Care | |
| AGX | Argan Inc | Stock | Industrials | |
| NCLH | Norwegian Cruise Line | Stock | Consumer Discretionary | |
| CCI | Crown Castle | Stock | Real Estate | |
| GT | Goodyear Tire Rubber | Stock | Consumer Discretionary | |
| RUTH | Ruths Hospitality Group | Stock | Consumer Discretionary |
Persimmon Long/short Risk Profiles
| Mean Deviation | 0.4557 | |||
| Semi Deviation | 0.7295 | |||
| Standard Deviation | 0.6524 | |||
| Variance | 0.4256 |
Persimmon Long/short Against Markets
Other Information on Investing in Persimmon Mutual Fund
Persimmon Long/short financial ratios help investors to determine whether Persimmon 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 Persimmon with respect to the benefits of owning Persimmon Long/short security.
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets |