Multi Asset Growth Strategy Fund Quote
| RAZAX Fund | USD 10.94 0.06 0.55% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Multi-asset Growth is trading at 10.94 as of the 26th of November 2024; that is 0.55% up since the beginning of the trading day. The fund's open price was 10.88. Multi-asset Growth 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. Equity ratings for Multi Asset Growth Strategy are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of September 2024 and ending today, the 26th of November 2024. Click here to learn more.
The funds target strategic asset allocation is 60 percent to global equity or equity-related securities or instruments, including equity securities of real assets-related companies, and 40 percent global fixed income or fixed income-related securities or instruments, including high yield debt. More on Multi Asset Growth Strategy
Moving together with Multi-asset Mutual Fund
Multi-asset Mutual Fund Highlights
| Fund Concentration | Russell Funds, Large Blend Funds, World Allocation Funds, World Allocation, Russell (View all Sectors) |
| Update Date | 30th of September 2024 |
Multi Asset Growth Strategy [RAZAX] is traded in USA and was established 26th of November 2024. Multi-asset Growth is listed under Russell category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Russell family. This fund at this time has accumulated 2.35 B in assets with no minimum investment requirementsMulti Asset Growth is currently producing year-to-date (YTD) return of 10.38% with the current yeild of 0.03%, while the total return for the last 3 years was 2.88%.
Check Multi-asset Growth 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 Multi-asset 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 Multi-asset 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 Multi Asset Growth Strategy 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 Multi Asset Growth Strategy Mutual Fund Constituents
| ATO | Atmos Energy | Stock | Utilities | |
| UNVR | Univar Inc | Stock | Industrials | |
| WRK | WestRock Co | Stock | Materials |
Multi Asset Growth Risk Profiles
| Mean Deviation | 0.3053 | |||
| Semi Deviation | 0.3626 | |||
| Standard Deviation | 0.4037 | |||
| Variance | 0.163 |
Multi-asset Growth Against Markets
Other Information on Investing in Multi-asset Mutual Fund
Multi-asset Growth financial ratios help investors to determine whether Multi-asset 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 Multi-asset with respect to the benefits of owning Multi-asset Growth security.
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