Ontrack E Fund Quote
| OTRGX Fund | USD 53.63 0.07 0.13% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Ontrack Core is trading at 53.63 as of the 25th of November 2024; that is 0.13 percent up since the beginning of the trading day. The fund's open price was 53.56. Ontrack Core 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 Ontrack E Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. Click here to learn more.
The sub-adviser seeks to achieve the funds investment objective by investing long-or-short primarily in stocks, bonds and commodities using the sub-advisers technical and risk control strategies. The fund may invest 100 percent of its assets in ETFs and or mutual funds. More on Ontrack E Fund
Moving together with Ontrack Mutual Fund
Moving against Ontrack Mutual Fund
Ontrack Mutual Fund Highlights
| Fund Concentration | Advisors Preferred Funds, Large Funds, Macro Trading Funds, Macro Trading, Advisors Preferred (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Ontrack E Fund [OTRGX] is traded in USA and was established 25th of November 2024. Ontrack Core is listed under Advisors Preferred category by Fama And French industry classification. The fund is listed under Macro Trading category and is part of Advisors Preferred family. This fund now has accumulated 74.01 M in assets with no minimum investment requirementsOntrack E Fund is currently producing year-to-date (YTD) return of 2.25% with the current yeild of 0.08%, while the total return for the last 3 years was 0.24%.
Check Ontrack Core 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 Ontrack 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 Ontrack 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 Ontrack E 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 Ontrack E Fund Mutual Fund Constituents
| PHYSX | Pia High Yield | Mutual Fund | High Yield Bond | |
| EAD | Allspring Income Opportunities | Fund | Asset Management | |
| HYLS | First Trust Tactical | Etf | High Yield Bond | |
| SJNK | SPDR Bloomberg Short | Etf | High Yield Bond | |
| EHI | Western Asset Global | Fund | Asset Management | |
| SVXY | ProShares Short VIX | Etf | Trading--Miscellaneous | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| DPFNX | Deer Park Total | Mutual Fund | High Yield Bond |
Ontrack E Fund Risk Profiles
| Mean Deviation | 0.1427 | |||
| Standard Deviation | 0.1988 | |||
| Variance | 0.0395 | |||
| Risk Adjusted Performance | (0.03) |
Ontrack Core Against Markets
Other Information on Investing in Ontrack Mutual Fund
Ontrack Core financial ratios help investors to determine whether Ontrack 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 Ontrack with respect to the benefits of owning Ontrack Core security.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |