Qs Defensive Growth Fund Quote
| SBCPX Fund | USD 13.39 0.10 0.75% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Qs Defensive is trading at 13.39 as of the 27th of November 2024; that is 0.75% up since the beginning of the trading day. The fund's open price was 13.29. Qs 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 Qs Defensive Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of May 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund is a fund of fundsit invests in other mutual funds and may also invest in exchange-traded funds . It is managed as an asset allocation program and allocates its assets among mutual funds and ETFs managed by the manager and its affiliates. The portfolio managers will allocate between 15 percent to 45 percent of the funds assets to underlying funds that invest in equity and equity-like strategies and between 55 percent to 85 percent of the funds assets to underlying funds that invest in fixed income strategies.. More on Qs Defensive Growth
Moving together with SBCPX Mutual Fund
SBCPX Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of May 2023 |
| Fiscal Year End | January |
Qs Defensive Growth [SBCPX] is traded in USA and was established 27th of November 2024. Qs Defensive is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 107.96 M in assets with no minimum investment requirementsQs Defensive Growth is currently producing year-to-date (YTD) return of 9.74% with the current yeild of 0.02%, while the total return for the last 3 years was 1.78%.
Check Qs 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 SBCPX 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 SBCPX 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 Qs Defensive Growth 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 Qs Defensive Growth Mutual Fund Constituents
| GOBSX | Legg Mason Bw | Mutual Fund | World Bond | |
| GLOBX | Mfs Global Leaders | Mutual Fund | World Bond-USD Hedged | |
| LDIFX | Qs Global Dividend | Mutual Fund | World Large-Stock Value | |
| LMESX | Clearbridge Appreciation Fund | Mutual Fund | Large Blend | |
| LMISX | Qs Large Cap | Mutual Fund | Large Blend | |
| LQISX | Qs Global Market | Mutual Fund | Equity Market Neutral | |
| LROSX | Legg Mason Bw | Mutual Fund | Nontraditional Bond | |
| LRRSX | Qs Strategic Real | Mutual Fund | Tactical Allocation |
Qs Defensive Growth Risk Profiles
| Mean Deviation | 0.24 | |||
| Semi Deviation | 0.2252 | |||
| Standard Deviation | 0.3121 | |||
| Variance | 0.0974 |
Qs Defensive Against Markets
Other Information on Investing in SBCPX Mutual Fund
Qs Defensive financial ratios help investors to determine whether SBCPX 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 SBCPX with respect to the benefits of owning Qs Defensive security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Stocks Directory Find actively traded stocks across global markets |