Us Defensive Equity Fund Quote
| REUYX Fund | USD 51.53 0.20 0.39% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Us Defensive is trading at 51.53 as of the 23rd of November 2024; that is 0.39% up since the beginning of the trading day. The fund's open price was 51.33. Us Defensive has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Us Defensive Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of December 2022 and ending today, the 23rd of November 2024. Click here to learn more.
The fund has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in equity securities. The fund invests principally in common stocks of large and medium capitalization U.S. More on Us Defensive Equity
Moving against REUYX Mutual Fund
REUYX Mutual Fund Highlights
| Fund Concentration | Russell Funds, Large Blend Funds, Large Blend, Russell (View all Sectors) |
| Update Date | 30th of September 2024 |
Us Defensive Equity [REUYX] is traded in USA and was established 23rd of November 2024. Us Defensive is listed under Russell category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Russell family. This fund at this time has accumulated 525.43 M in assets with no minimum investment requirementsUs Defensive Equity is currently producing year-to-date (YTD) return of 17.49% with the current yeild of 0.0%, while the total return for the last 3 years was 7.65%.
Check Us Defensive 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 REUYX 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 REUYX 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 Us Defensive Equity 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 Us Defensive Equity Mutual Fund Constituents
| DG | Dollar General | Stock | Consumer Staples | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology | |
| AAPL | Apple Inc | Stock | Information Technology | |
| HON | Honeywell International | Stock | Industrials | |
| MRK | Merck Company | Stock | Health Care | |
| PM | Philip Morris International | Stock | Consumer Staples |
Us Defensive Top Holders
| RALAX | Growth Strategy Fund | Mutual Fund | Allocation--70% to 85% Equity | |
| RALCX | Growth Strategy Fund | Mutual Fund | Allocation--70% to 85% Equity | |
| RALRX | Growth Strategy Fund | Mutual Fund | Allocation--70% to 85% Equity | |
| RALSX | Growth Strategy Fund | Mutual Fund | Allocation--70% to 85% Equity | |
| RALUX | Growth Strategy Fund | Mutual Fund | Allocation--70% to 85% Equity | |
| RALVX | Growth Strategy Fund | Mutual Fund | Allocation--70% to 85% Equity | |
| REAAX | Equity Growth Strategy | Mutual Fund | Allocation--70% to 85% Equity | |
| RELCX | Equity Growth Strategy | Mutual Fund | Allocation--70% to 85% Equity |
Us Defensive Equity Risk Profiles
| Mean Deviation | 0.5233 | |||
| Semi Deviation | 0.6439 | |||
| Standard Deviation | 0.7064 | |||
| Variance | 0.4991 |
Us Defensive Against Markets
Other Information on Investing in REUYX Mutual Fund
Us Defensive financial ratios help investors to determine whether REUYX 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 REUYX with respect to the benefits of owning Us Defensive security.
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