The Tocqueville is trading at 52.96 as of the 28th of November 2024; that is 0.17 percent decrease since the beginning of the trading day. The fund's open price was 53.05. The Tocqueville has less than a 18 % 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 The Tocqueville Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in common stocks of U.S. companies. It may also invest up to 25 percent of its net assets in non-U.S. companies, including in American Depositary Receipts , in both developed and emerging markets. The fund seeks to invest in companies that have good long-term business fundamentals but are temporarily out of favor with investors, and hence have a market value lower than their intrinsic value.. More on The Tocqueville Fund
The Tocqueville Fund [TOCQX] is traded in USA and was established 28th of November 2024. The Tocqueville is listed under Tocqueville category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Tocqueville family. This fund at this time has accumulated 454.95 M in assets with minimum initial investment of 1 K. The Tocqueville is currently producing year-to-date (YTD) return of 25.77% with the current yeild of 0.0%, while the total return for the last 3 years was 9.06%.
Check The Tocqueville 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 The 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 The 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 The Tocqueville 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.
The Tocqueville financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Tocqueville security.