Stralem Equity Fund Quote
| STRAX Fund | USD 32.17 0.29 0.91% |
Performance13 of 100
| Odds Of DistressLess than 17
|
Stralem Equity is trading at 32.17 as of the 24th of November 2024; that is 0.91 percent up since the beginning of the trading day. The fund's open price was 31.88. Stralem Equity has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Stralem Equity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of August 2023 and ending today, the 24th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard Poors 500 Index at the time of purchase.. More on Stralem Equity Fund
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Moving against Stralem Mutual Fund
Stralem Mutual Fund Highlights
| Update Date | 30th of September 2024 |
Stralem Equity Fund [STRAX] is traded in USA and was established 24th of November 2024. Stralem Equity is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Sterling Capital Funds family. This fund at this time has accumulated 312.85 M in assets with no minimum investment requirementsStralem Equity is currently producing year-to-date (YTD) return of 25.62% with the current yeild of 0.02%, while the total return for the last 3 years was 10.43%.
Check Stralem 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 Stralem 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 Stralem 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 Stralem 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 Stralem Equity Fund Mutual Fund Constituents
| WMT | Walmart | Stock | Consumer Staples | |
| AVGO | Broadcom | Stock | Information Technology | |
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| MRNA | Moderna | Stock | Health Care | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| GS | Goldman Sachs Group | Stock | Financials | |
| COF | Capital One Financial | Stock | Financials |
Stralem Equity Top Holders
| ITMC | Itoco Inc | Pink Sheet | Biotechnology |
Stralem Equity Risk Profiles
| Mean Deviation | 0.5897 | |||
| Semi Deviation | 0.3429 | |||
| Standard Deviation | 0.7684 | |||
| Variance | 0.5905 |
Stralem Equity Against Markets
Other Information on Investing in Stralem Mutual Fund
Stralem Equity financial ratios help investors to determine whether Stralem 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 Stralem with respect to the benefits of owning Stralem Equity security.
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