Schwartz Value is trading at 70.31 as of the 27th of November 2024; that is 0.76 percent decrease since the beginning of the trading day. The fund's open price was 70.85. Schwartz Value has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Schwartz Value Focused are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of February 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets, including the amount of any borrowings for investment purposes, in equity securities . It may invest in the securities of companies of any size, regardless of market capitalization. The fund may also invest in exchange-traded funds if the Adviser believes it is advisable to expose the fund to the broad market or to broad market sectors or to hedge against market risk without purchasing a large number of individual securities. More on Schwartz Value Focused
Schwartz Value Focused [RCMFX] is traded in USA and was established 27th of November 2024. Schwartz Value is listed under Schwartz category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Schwartz family. This fund at this time has accumulated 34.42 M in assets with minimum initial investment of 2.5 K. Schwartz Value Focused is currently producing year-to-date (YTD) return of 67.32% with the current yeild of 0.0%, while the total return for the last 3 years was 27.56%.
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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 Schwartz 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 Schwartz 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 Schwartz Value Focused 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 Schwartz Value Focused Mutual Fund Constituents
Other Information on Investing in Schwartz Mutual Fund
Schwartz Value financial ratios help investors to determine whether Schwartz 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 Schwartz with respect to the benefits of owning Schwartz Value security.