Rbc Global Opportunities Fund Quote
| RGOIX Fund | USD 21.47 0.03 0.14% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Rbc Global is trading at 21.47 as of the 24th of November 2024; that is 0.14 percent decrease since the beginning of the trading day. The fund's open price was 21.5. Rbc Global 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 Rbc Global Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of August 2023 and ending today, the 24th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by primarily investing in equity securities of issuers located throughout the world, including both developed and emerging markets. It will normally invest in equity securities of companies domiciled in at least three countries . More on Rbc Global Opportunities
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Rbc Mutual Fund Highlights
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of July 2022 |
| Fiscal Year End | March |
Rbc Global Opportunities [RGOIX] is traded in USA and was established 24th of November 2024. Rbc Global is listed under RBC Global Asset Management. category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of RBC Global Asset Management. family. This fund at this time has accumulated 490.09 M in assets with minimum initial investment of 100 K. Rbc Global Opportunities is currently producing year-to-date (YTD) return of 19.21% with the current yeild of 0.01%, while the total return for the last 3 years was -0.45%.
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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 Rbc 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 Rbc 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 Rbc Global Opportunities 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 Rbc Global Opportunities Mutual Fund Constituents
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| INTU | Intuit Inc | Stock | Information Technology | |
| BX | Blackstone Group | Stock | Financials | |
| IT | Gartner | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| SIVB | SVB Financial Group | Stock | Financials |
Rbc Global Opportunities Risk Profiles
| Mean Deviation | 0.5766 | |||
| Semi Deviation | 0.5784 | |||
| Standard Deviation | 0.7471 | |||
| Variance | 0.5582 |
Rbc Global Against Markets
Other Information on Investing in Rbc Mutual Fund
Rbc Global financial ratios help investors to determine whether Rbc 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 Rbc with respect to the benefits of owning Rbc Global security.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
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| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |