Woa All Asset Fund Quote

WOAIX Fund  USD 10.89  0.05  0.46%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 20

 
High
 
Low
Low
Woa All is trading at 10.89 as of the 24th of November 2024; that is 0.46 percent increase since the beginning of the trading day. The fund's open price was 10.84. Woa All has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Woa All Asset are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of January 2023 and ending today, the 24th of November 2024. Click here to learn more.
Under normal market conditions, the fund operates as a fund of funds investing primarily in exchange-traded funds , exchange-traded notes , other open-end mutual funds and closed-end funds. It invests in underlying funds that invest in or are linked to global equity securities, global fixed income securities, cash, and commoditiescurrencies, but may also invest in underlying funds linked to foreign, including emerging market, indexes. More on Woa All Asset

Moving against Woa Mutual Fund

  0.65PFHCX Pacific Funds SmallPairCorr
  0.4PAUPX Pimco All AssetPairCorr
  0.38PAUIX Pimco All AssetPairCorr

Woa Mutual Fund Highlights

Fund ConcentrationWOA Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, WOA (View all Sectors)
Update Date30th of September 2024
Woa All Asset [WOAIX] is traded in USA and was established 24th of November 2024. Woa All is listed under WOA category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of WOA family. This fund at this time has accumulated 257.01 M in net assets with minimum initial investment of 1000 K. Woa All Asset is currently producing year-to-date (YTD) return of 11.08% with the current yeild of 0.02%, while the total return for the last 3 years was 3.58%.
Check Woa All 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 Woa 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 Woa 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 Woa All Asset 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 Woa All Asset Mutual Fund Constituents

BNDXVanguard Total InternationalEtfGlobal Bond-USD Hedged
EWAiShares MSCI AustraliaEtfMiscellaneous Region
EWCiShares MSCI CanadaEtfMiscellaneous Region
EWGiShares MSCI GermanyEtfMiscellaneous Region
EWJiShares MSCI JapanEtfJapan Stock
EWLiShares MSCI SwitzerlandEtfMiscellaneous Region
EWQiShares MSCI FranceEtfMiscellaneous Region
EWUiShares MSCI UnitedEtfMiscellaneous Region
More Details

Woa All Asset Risk Profiles

Woa All Against Markets

Other Information on Investing in Woa Mutual Fund

Woa All financial ratios help investors to determine whether Woa 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 Woa with respect to the benefits of owning Woa All security.
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