Otg Latin America Fund Quote
| OTGAX Fund | USD 7.82 0.12 1.51% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Otg Latin is trading at 7.82 as of the 30th of November 2024; that is 1.51 percent down since the beginning of the trading day. The fund's open price was 7.94. Otg Latin has about a 23 % 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 Otg Latin America are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of June 2023 and ending today, the 30th of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in Latin American equity securities. These equity securities include the securities of Latin American companies and investment companies that primarily invest in the securities of issuers in, or seek to track the performance of indices based on, Latin American markets. More on Otg Latin America
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Otg Mutual Fund Highlights
| Fund Concentration | Strategic Asset Management Funds, Large Blend Funds, Latin America Stock Funds, Latin America Stock, Strategic Asset Management, Large Value, Latin America Stock (View all Sectors) |
| Update Date | 30th of September 2024 |
Otg Latin America [OTGAX] is traded in USA and was established 30th of November 2024. Otg Latin is listed under Strategic Asset Management category by Fama And French industry classification. The fund is listed under Latin America Stock category and is part of Strategic Asset Management family. This fund now has accumulated 6.83 M in assets with minimum initial investment of 1 K. Otg Latin America is currently producing year-to-date (YTD) return of 26.04% with the current yeild of 0.02%, while the total return for the last 3 years was 6.04%.
Check Otg Latin 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 Otg 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 Otg 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 Otg Latin America 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 Otg Latin America Mutual Fund Constituents
| BAP | Credicorp | Stock | Financials | |
| CIB | Bancolombia SA ADR | Stock | Financials | |
| SQM | Sociedad Quimica y | Stock | Materials | |
| GS | Goldman Sachs Group | Stock | Financials | |
| ECH | iShares MSCI Chile | Etf | Miscellaneous Region | |
| IFS | Intercorp Financial Services | Stock | Financials |
Otg Latin America Risk Profiles
| Mean Deviation | 0.6054 | |||
| Standard Deviation | 0.7909 | |||
| Variance | 0.6255 | |||
| Risk Adjusted Performance | (0.09) |
Otg Latin Against Markets
Other Information on Investing in Otg Mutual Fund
Otg Latin financial ratios help investors to determine whether Otg 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 Otg with respect to the benefits of owning Otg Latin security.
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