Select Equity Fund Quote
| RTDSX Fund | USD 20.40 0.15 0.74% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Select Equity is trading at 20.40 as of the 23rd of November 2024; that is 0.74 percent up since the beginning of the trading day. The fund's open price was 20.25. Select Equity has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Select Equity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 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 economically tied to the U.S. It invests principally in common stocks of large and medium capitalization U.S. More on Select Equity Fund
Moving against Select Mutual Fund
Select Mutual Fund Highlights
| Fund Concentration | Russell Funds, Large Growth Funds, Large Blend Funds, Large Blend, Russell (View all Sectors) |
| Update Date | 30th of September 2024 |
Select Equity Fund [RTDSX] is traded in USA and was established 23rd of November 2024. Select Equity 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 782.56 M in assets with no minimum investment requirementsSelect Equity is currently producing year-to-date (YTD) return of 23.17% with the current yeild of 0.01%, while the total return for the last 3 years was 9.01%.
Check Select Equity 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 Select 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 Select 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 Select 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 Select 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 |
Select Equity Risk Profiles
| Mean Deviation | 0.5838 | |||
| Semi Deviation | 0.6695 | |||
| Standard Deviation | 0.8097 | |||
| Variance | 0.6555 |
Select Equity Against Markets
Other Information on Investing in Select Mutual Fund
Select Equity financial ratios help investors to determine whether Select 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 Select with respect to the benefits of owning Select Equity security.
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