Extended Market Index Fund Quote
| USMIX Fund | USD 21.08 0.02 0.09% |
PerformanceVery Weak
| Odds Of DistressLow
|
Extended Market is trading at 21.08 as of the 16th of February 2025; that is 0.09 percent decrease since the beginning of the trading day. The fund's open price was 21.1. Extended Market has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of January 2025 and ending today, the 16th of February 2025. Click here to learn more.
The funds principal investment strategy is, under normal market conditions, to invest at least 80 percent of its assets in securities or other financial instruments of companies that are components of, or have economic characteristics similar to, the securities included in the index. More on Extended Market Index
Moving together with Extended Mutual Fund
| 0.61 | UINCX | Income Fund Income | PairCorr |
| 0.97 | SRVEX | Victory Diversified Stock | PairCorr |
| 0.62 | UITCX | Usaa Intermediate Term | PairCorr |
Moving against Extended Mutual Fund
Extended Mutual Fund Highlights
| Thematic Idea | Market Neutral Funds (View all Themes) |
| Fund Concentration | Victory Capital Funds, Large Funds, Mid-Cap Blend Funds, Market Neutral Funds, Mid-Cap Blend, Victory Capital, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2022 |
| Fiscal Year End | December |
Extended Market Index [USMIX] is traded in USA and was established 16th of February 2025. Extended Market is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Victory Capital family. The entity is thematically classified as Market Neutral Funds. This fund at this time has accumulated 723.76 M in net assets with minimum initial investment of 3 K. Extended Market Index is currently producing year-to-date (YTD) return of 2.73% with the current yeild of 0.01%, while the total return for the last 3 years was 6.72%.
Check Extended Market 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 Extended 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 Extended 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 Extended Market Index 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 Extended Market Index Mutual Fund Constituents
| MRVL | Marvell Technology Group | Stock | Information Technology | |
| INFO | Harbor ETF Trust | Etf | Large Blend | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| DXCM | DexCom Inc | Stock | Health Care | |
| INCY | Incyte | Stock | Health Care | |
| CSGP | CoStar Group | Stock | Industrials | |
| UBER | Uber Technologies | Stock | Industrials | |
| DOCU | DocuSign | Stock | Information Technology |
Extended Market Index Risk Profiles
| Mean Deviation | 0.9221 | |||
| Standard Deviation | 1.68 | |||
| Variance | 2.83 | |||
| Risk Adjusted Performance | (0.08) |
Extended Market Against Markets
Other Information on Investing in Extended Mutual Fund
Extended Market financial ratios help investors to determine whether Extended 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 Extended with respect to the benefits of owning Extended Market security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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