Sp 500 is trading at 77.08 as of the 26th of November 2024; that is 0.55 percent up since the beginning of the trading day. The fund's open price was 76.66. Sp 500 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 Sp 500 Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of August 2024 and ending today, the 26th of November 2024. Click here to learn more.
The funds principal investment strategy is, under normal market conditions, to invest at least 80 percent of the funds assets in the common stocks of companies composing the index. In seeking to track the performance of the index, the funds subadviser attempts to allocate the funds investments among stocks in approximately the same weightings as the index, beginning with the stocks that make up the larger portion of the indexs value.. More on Sp 500 Index
Sp 500 Index [USPRX] is traded in USA and was established 26th of November 2024. Sp 500 is listed under USAA category by Fama And French industry classification. The fund is listed under Large Blend category and is part of USAA family. This fund at this time has accumulated 7.6 B in net assets with no minimum investment requirementsSp 500 Index is currently producing year-to-date (YTD) return of 26.96% with the current yeild of 0.01%, while the total return for the last 3 years was 9.74%.
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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 USPRX 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 USPRX 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 Sp 500 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.
Other Information on Investing in USPRX Mutual Fund
Sp 500 financial ratios help investors to determine whether USPRX 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 USPRX with respect to the benefits of owning Sp 500 security.