Qs Global Equity Fund Quote
| SMYIX Fund | USD 25.50 0.18 0.71% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Qs Global is trading at 25.50 as of the 21st of November 2024; that is 0.71 percent increase since the beginning of the trading day. The fund's open price was 25.32. Qs 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 Qs Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st of November 2024. Click here to learn more.
The fund invests primarily in the common stock of U.S. and non-U.S. issuers. Under normal circumstances, it invests at least 80 percent of its assets in equity and equity-related securities. Equity securities include exchange-traded and over-the-counter common and preferred stocks, warrants and rights, securities convertible into common stocks, and securities of other investment companies and of real estate investment trusts .. More on Qs Global Equity
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SMYIX Mutual Fund Highlights
| Thematic Idea | World Allocation Funds (View all Themes) |
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, World Large-Stock Blend Funds, World Allocation Funds, World Large-Stock Blend, Franklin Templeton Investments, Large Blend, World Large-Stock Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Qs Global Equity [SMYIX] is traded in USA and was established 21st of November 2024. Qs Global is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Franklin Templeton Investments family. The entity is thematically classified as World Allocation Funds. This fund at this time has accumulated 220.46 M in assets with no minimum investment requirementsQs Global Equity is currently producing year-to-date (YTD) return of 25.0% with the current yeild of 0.01%, while the total return for the last 3 years was 9.61%.
Check Qs Global 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 SMYIX 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 SMYIX 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 Global 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 Qs Global Equity Mutual Fund Constituents
| NTAP | NetApp Inc | Stock | Information Technology | |
| BAX | Baxter International | Stock | Health Care | |
| BA | The Boeing | Stock | Industrials | |
| V | Visa Class A | Stock | Financials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WMT | Walmart | Stock | Consumer Staples | |
| VEEV | Veeva Systems Class | Stock | Health Care |
Qs Global Equity Risk Profiles
| Mean Deviation | 0.5855 | |||
| Semi Deviation | 0.7272 | |||
| Standard Deviation | 0.7915 | |||
| Variance | 0.6265 |
Qs Global Against Markets
Other Information on Investing in SMYIX Mutual Fund
Qs Global financial ratios help investors to determine whether SMYIX 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 SMYIX with respect to the benefits of owning Qs Global security.
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