Stringer Growth Fund Quote
SRGIX Fund | USD 12.80 0.08 0.63% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Stringer Growth is trading at 12.80 as of the 31st of January 2025; that is 0.63 percent up since the beginning of the trading day. The fund's open price was 12.72. Stringer Growth has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund is designed to meet investor needs for a diversified portfolio solution with a defined risk objective of long-term growth through a fully managed investment policy utilizing primarily ETFs as well as United States and foreign equity securities, debt and money market securities, the combination of which will be varied from time to time both with respect to types of securities and markets in response to changing market and economic trends.. More on Stringer Growth Fund
Moving together with Stringer Mutual Fund
Stringer Mutual Fund Highlights
Fund Concentration | 360 Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, 360 Funds (View all Sectors) |
Update Date | 31st of December 2024 |
Stringer Growth Fund [SRGIX] is traded in USA and was established 31st of January 2025. Stringer Growth is listed under 360 Funds category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of 360 Funds family. This fund at this time has accumulated 38.61 M in assets with minimum initial investment of 1000 K. Stringer Growth is currently producing year-to-date (YTD) return of 3.4% with the current yeild of 0.02%, while the total return for the last 3 years was 2.99%.
Check Stringer Growth 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 Stringer 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 Stringer 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 Stringer Growth 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 Stringer Growth Fund Mutual Fund Constituents
ICVT | iShares Convertible Bond | Etf | Convertibles | |
MDYV | SPDR SP 400 | Etf | Small Value | |
IWD | iShares Russell 1000 | Etf | Large Value | |
TDIV | First Trust NASDAQ | Etf | Technology | |
XLY | Consumer Discretionary Select | Etf | Consumer Cyclical | |
RCD | Invesco SP 500 | Etf | Consumer Cyclical | |
XHE | SPDR SP Health | Etf | Health | |
XAR | SPDR SP Aerospace | Etf | Industrials |
Stringer Growth Risk Profiles
Mean Deviation | 0.4648 | |||
Semi Deviation | 0.6846 | |||
Standard Deviation | 0.654 | |||
Variance | 0.4277 |
Stringer Growth Against Markets
Other Information on Investing in Stringer Mutual Fund
Stringer Growth financial ratios help investors to determine whether Stringer 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 Stringer with respect to the benefits of owning Stringer Growth security.
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