Multifactor Equity Fund Quote
| RTDCX Fund | USD 15.97 0.07 0.44% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Multifactor is trading at 15.97 as of the 30th of January 2025; that is 0.44 percent increase since the beginning of the trading day. The fund's open price was 15.9. Multifactor has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. 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. It invests principally in common stocks of large and medium capitalization U.S. More on Multifactor Equity Fund
Moving together with Multifactor Mutual Fund
| 0.89 | RREAX | Global Real Estate | PairCorr |
| 0.89 | RREYX | Global Real Estate | PairCorr |
| 0.89 | RRESX | Global Real Estate | PairCorr |
| 0.89 | RRSCX | Global Real Estate | PairCorr |
| 0.89 | RRSRX | Global Real Estate | PairCorr |
Moving against Multifactor Mutual Fund
Multifactor Mutual Fund Highlights
| Fund Concentration | Russell Funds, Large Blend Funds, Large Blend, Russell, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
Multifactor Equity Fund [RTDCX] is traded in USA and was established 30th of January 2025. Multifactor 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 474.73 M in assets with no minimum investment requirementsMultifactor Equity is currently producing year-to-date (YTD) return of 3.95% with the current yeild of 0.0%, while the total return for the last 3 years was 11.34%.
Check Multifactor 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 Multifactor 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 Multifactor 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 Multifactor Equity Fund 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 Multifactor Equity Fund Mutual Fund Constituents
| INTC | Intel | Stock | Information Technology | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| T | ATT Inc | Stock | Communication Services | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Multifactor Equity Risk Profiles
| Mean Deviation | 1.04 | |||
| Standard Deviation | 3.23 | |||
| Variance | 10.44 | |||
| Risk Adjusted Performance | (0.06) |
Multifactor Against Markets
Other Information on Investing in Multifactor Mutual Fund
Multifactor financial ratios help investors to determine whether Multifactor 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 Multifactor with respect to the benefits of owning Multifactor security.
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