Us Strategic Equity Fund Quote
| RSEAX Fund | USD 18.88 0.08 0.43% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Us Strategic is trading at 18.88 as of the 26th of November 2024; that is 0.43% up since the beginning of the trading day. The fund's open price was 18.8. Us Strategic has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Us Strategic Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th 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 economically tied to the U.S. The fund invests principally in common stocks of medium and large capitalization U.S. More on Us Strategic Equity
Moving against RSEAX Mutual Fund
RSEAX Mutual Fund Highlights
| Fund Concentration | Russell Funds, Large Growth Funds, Large Blend Funds, Large Blend, Russell, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Us Strategic Equity [RSEAX] is traded in USA and was established 26th of November 2024. Us Strategic 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 3.05 B in assets with no minimum investment requirementsUs Strategic Equity is currently producing year-to-date (YTD) return of 24.53% with the current yeild of 0.0%, while the total return for the last 3 years was 7.64%.
Check Us Strategic 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 RSEAX 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 RSEAX 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 Strategic 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 Strategic Equity Mutual Fund Constituents
| WMT | Walmart | Stock | Consumer Staples | |
| NOW | ServiceNow | Stock | Information Technology | |
| AAPL | Apple Inc | Stock | Information Technology | |
| TMUS | T Mobile | Stock | Communication Services | |
| TWLO | Twilio Inc | Stock | Information Technology | |
| EW | Edwards Lifesciences Corp | Stock | Health Care | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
Us Strategic Equity Risk Profiles
| Mean Deviation | 0.5561 | |||
| Semi Deviation | 0.6796 | |||
| Standard Deviation | 0.7838 | |||
| Variance | 0.6143 |
Us Strategic Against Markets
Other Information on Investing in RSEAX Mutual Fund
Us Strategic financial ratios help investors to determine whether RSEAX 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 RSEAX with respect to the benefits of owning Us Strategic security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |