Boston Mon Equity Fund Quote
| BCAMX Fund | USD 63.02 0.85 1.37% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Boston Mon is trading at 63.02 as of the 24th of April 2024; that is 1.37 percent increase since the beginning of the trading day. The fund's open price was 62.17. Boston Mon 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 Boston Mon Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of June 2023 and ending today, the 24th of April 2024. Click here to learn more.
The Adviser seeks to preserve and build capital over the long term through investing in a diversified portfolio of stocks and American Depositary Receipts of companies the adviser believe are high quality , sustainable and undervalued. The fund normally invests at least 80 percent of its net assets, plus borrowings for investment purposes, in equity securities of U.S. More on Boston Mon Equity
Moving together with Boston Mutual Fund
| 0.83 | BCAIX | Boston Mon International | PairCorr |
| 0.92 | BCEMX | Boston Common Esg | PairCorr |
| 0.98 | VTSAX | Vanguard Total Stock | PairCorr |
| 0.98 | VFIAX | Vanguard 500 Index | PairCorr |
| 0.98 | VTSMX | Vanguard Total Stock | PairCorr |
| 0.98 | VITSX | Vanguard Total Stock | PairCorr |
Boston Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Boston Mon's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Boston Mon or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Boston Common Funds, Large Growth Funds, Large Blend Funds, Large Blend, Boston Common, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Boston Mon Equity [BCAMX] is traded in USA and was established 24th of April 2024. Boston Mon is listed under Boston Common category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Boston Common family. This fund currently has accumulated 53.95 M in assets under management (AUM) with minimum initial investment of 10 K. Boston Mon Equity is currently producing year-to-date (YTD) return of 4.42% with the current yeild of 0.0%, while the total return for the last 3 years was 5.63%.
Check Boston Mon 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 Boston 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 Boston 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 Boston Mon Equity 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 Boston Mon Equity Mutual Fund Constituents
| V | Visa Class A | Stock | Financials |
| JNJ | Johnson Johnson | Stock | Health Care |
| HD | Home Depot | Stock | Consumer Discretionary |
| BIIB | Biogen Inc | Stock | Health Care |
| GOOG | Alphabet Inc Class C | Stock | Communication Services |
| HASI | Hannon Armstrong Sustainable | Stock | Real Estate |
| FB | Meta Platforms | Stock | Internet Content & Information |
Boston Mon Target Price Odds Analysis
Based on a normal probability distribution, the odds of Boston Mon jumping above the current price in 90 days from now is about 58.3%. The Boston Mon Equity probability density function shows the probability of Boston Mon mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Boston Mon has a beta of 0.9539 suggesting Boston Mon Equity market returns are sensitive to returns on the market. As the market goes up or down, Boston Mon is expected to follow. Additionally, boston Mon Equity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Boston Mon to move above the current price in 90 days from now is about 58.3 (This Boston Mon Equity probability density function shows the probability of Boston Mutual Fund to fall within a particular range of prices over 90 days) .
Boston Mon Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Boston Mon market risk premium is the additional return an investor will receive from holding Boston Mon long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Boston Mon. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Boston Mon's alpha and beta are two of the key measurements used to evaluate Boston Mon's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5823 | |||
| Semi Deviation | 0.6285 | |||
| Standard Deviation | 0.7368 | |||
| Variance | 0.5428 |
Boston Mon Against Markets
Picking the right benchmark for Boston Mon mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Boston Mon mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Boston Mon is critical whether you are bullish or bearish towards Boston Mon Equity at a given time. Please also check how Boston Mon's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Boston Mon without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Boston Mutual Fund?
Before investing in Boston Mon, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Boston Mon. To buy Boston Mon fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Boston Mon. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Boston Mon fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Boston Mon Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Boston Mon Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Boston Mon Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Boston Mon Equity?
The danger of trading Boston Mon Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Boston Mon is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Boston Mon. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Boston Mon Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Boston Mon Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.