Sp 500 Index Fund Quote
| USSPX Fund | USD 76.37 0.30 0.39% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Sp 500 is trading at 76.37 as of the 23rd of November 2024; that is 0.39 percent up since the beginning of the trading day. The fund's open price was 76.07. Sp 500 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 Sp 500 Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd 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
Moving together with USSPX Mutual Fund
Moving against USSPX Mutual Fund
USSPX Mutual Fund Highlights
| Fund Concentration | Victory Capital Funds, Large Blend Funds, Large Blend, Victory Capital, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2022 |
| Fiscal Year End | December |
Sp 500 Index [USSPX] is traded in USA and was established 23rd of November 2024. Sp 500 is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Victory Capital family. This fund at this time has accumulated 10.35 B in net assets with minimum initial investment of 3 K. Sp 500 Index is currently producing year-to-date (YTD) return of 24.53% with the current yeild of 0.01%, while the total return for the last 3 years was 8.96%.
Check Sp 500 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 USSPX 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 USSPX 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.
Top Sp 500 Index Mutual Fund Constituents
| BAC | Bank of America | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Sp 500 Index Risk Profiles
| Mean Deviation | 0.554 | |||
| Semi Deviation | 0.6538 | |||
| Standard Deviation | 0.7801 | |||
| Variance | 0.6085 |
Sp 500 Against Markets
Other Information on Investing in USSPX Mutual Fund
Sp 500 financial ratios help investors to determine whether USSPX 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 USSPX with respect to the benefits of owning Sp 500 security.
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