Zevenbergen Genea is trading at 52.42 as of the 22nd of November 2024; that is 2.40 percent up since the beginning of the trading day. The fund's open price was 51.19. Zevenbergen Genea has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Zevenbergen Genea Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of May 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund seeks to invest in companies benefiting from advancements in technology regardless of sector or industry. With a long-term investment horizon, the Adviser identifies companies with significant growth potential, strong competitive advantages, a sizeable addressable market, product differentiation and quality management. More on Zevenbergen Genea Fund
Zevenbergen Genea Fund [ZVGIX] is traded in USA and was established 22nd of November 2024. Zevenbergen Genea is listed under Zevenbergen Capital Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Zevenbergen Capital Investments family. This fund at this time has accumulated 30.72 M in net assets with minimum initial investment of 50 K. Zevenbergen Genea is currently producing year-to-date (YTD) return of 32.43%, while the total return for the last 3 years was -6.7%.
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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 Zevenbergen 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 Zevenbergen 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 Zevenbergen Genea 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.
Top Zevenbergen Genea Fund Mutual Fund Constituents
Other Information on Investing in Zevenbergen Mutual Fund
Zevenbergen Genea financial ratios help investors to determine whether Zevenbergen 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 Zevenbergen with respect to the benefits of owning Zevenbergen Genea security.