Modern Capital Tactical Fund Quote
| MCTOX Fund | USD 12.48 0.01 0.08% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Modern Capital is trading at 12.48 as of the 22nd of November 2024; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 12.47. Modern Capital 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 Modern Capital Tactical are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of May 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The adviser seeks to achieve the investment objective of the fund by tactically investing long primarily in publicly traded closed-end funds, domestic or foreign common stocks, exchange-traded funds , sponsored American Depositary Receipts , and debt instruments. More on Modern Capital Tactical
Moving together with Modern Mutual Fund
Modern Mutual Fund Highlights
| Fund Concentration | Modern Capital Funds, Large Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Modern Capital (View all Sectors) |
| Update Date | 30th of September 2024 |
Modern Capital Tactical [MCTOX] is traded in USA and was established 22nd of November 2024. Modern Capital is listed under Modern Capital category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Modern Capital family. Modern Capital Tactical now has accumulated 39.57 M in assets with minimum initial investment of 1 K. with the current yeild of 0.1%.
Check Modern Capital 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 Modern 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 Modern 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 Modern Capital Tactical 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 Modern Capital Tactical Mutual Fund Constituents
| AVK | Advent Claymore Convertible | Fund | Asset Management | |
| BDJ | Blackrock Enhanced Equity | Fund | Asset Management | |
| KMF | Kayne Anderson Midstreamenergy | Fund | Asset Management | |
| NML | Neuberger Berman Mlp | Fund | Asset Management | |
| PFN | Pimco Income Strategy | Fund | Asset Management | |
| PHK | Pimco High Income | Fund | Asset Management | |
| SEVN | Seven Hills Realty | Stock | Financials | |
| SJT | San Juan Basin | Stock | Energy |
Modern Capital Tactical Risk Profiles
| Mean Deviation | 0.2986 | |||
| Semi Deviation | 0.2234 | |||
| Standard Deviation | 0.3877 | |||
| Variance | 0.1503 |
Modern Capital Against Markets
Other Information on Investing in Modern Mutual Fund
Modern Capital financial ratios help investors to determine whether Modern 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 Modern with respect to the benefits of owning Modern Capital security.
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