Longshort Portfolio Longshort Fund Quote

GTAPX Fund  USD 13.90  0.01  0.07%   

Performance

21 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 30

 
100  
 
Zero
Below Average
Longshort Portfolio is trading at 13.90 as of the 28th of March 2024; that is -0.07 percent down since the beginning of the trading day. The fund's open price was 13.91. Longshort Portfolio has about a 30 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Longshort Portfolio Longshort are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund normally invests at least 80 percent of the value of its net assets in long and short positions with respect to equity securities, such as common stocks, of public companies tied economically to the U.S. It will invest in companies with market capitalizations, at the time of purchase, that are within the market capitalization range of any stock in the Russell 3000 Index.. More on Longshort Portfolio Longshort

Moving together with Longshort Mutual Fund

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Longshort 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. Longshort Portfolio's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Longshort Portfolio or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationGlenmede Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Glenmede (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Longshort Portfolio Longshort [GTAPX] is traded in USA and was established 28th of March 2024. Longshort Portfolio is listed under Glenmede category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Glenmede family. This fund currently has accumulated 51.1 M in assets under management (AUM) with no minimum investment requirementsLongshort Portfolio is currently producing year-to-date (YTD) return of 5.31% with the current yeild of 0.02%, while the total return for the last 3 years was 7.44%.
Check Longshort Portfolio 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 Longshort 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 Longshort 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 Longshort Portfolio Longshort 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 Longshort Portfolio Longshort Mutual Fund Constituents

AMATApplied MaterialsStockInformation Technology
PFGPrincipal Financial GroupStockFinancials
MSFTMicrosoftStockInformation Technology
VLOValero EnergyStockEnergy
MPCMarathon Petroleum CorpStockEnergy
ARNCArconicStockIndustrials
WATWatersStockHealth Care
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Longshort Portfolio Target Price Odds Analysis

Based on a normal probability distribution, the odds of Longshort Portfolio jumping above the current price in 90 days from now is roughly 2.54%. The Longshort Portfolio Longshort probability density function shows the probability of Longshort Portfolio mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Longshort Portfolio has a beta of 0.1389. This usually indicates as returns on the market go up, Longshort Portfolio average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Longshort Portfolio Longshort will be expected to be much smaller as well. Additionally, longshort Portfolio Longshort has an alpha of 0.0527, implying that it can generate a 0.0527 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 13.9HorizonTargetOdds Above 13.9
97.35%90 days
 13.90 
2.54%
Based on a normal probability distribution, the odds of Longshort Portfolio to move above the current price in 90 days from now is roughly 2.54 (This Longshort Portfolio Longshort probability density function shows the probability of Longshort Mutual Fund to fall within a particular range of prices over 90 days) .

Longshort Portfolio Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Longshort Portfolio market risk premium is the additional return an investor will receive from holding Longshort Portfolio 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 Longshort Portfolio. 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 Longshort Portfolio's alpha and beta are two of the key measurements used to evaluate Longshort Portfolio's performance over the market, the standard measures of volatility play an important role as well.

Longshort Portfolio Against Markets

Picking the right benchmark for Longshort Portfolio 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 Longshort Portfolio 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 Longshort Portfolio is critical whether you are bullish or bearish towards Longshort Portfolio Longshort at a given time. Please also check how Longshort Portfolio'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 Longshort Portfolio 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.

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How to buy Longshort Mutual Fund?

Before investing in Longshort Portfolio, 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 Longshort Portfolio. To buy Longshort Portfolio fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Longshort Portfolio. 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 Longshort Portfolio fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Longshort Portfolio Longshort 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 Longshort Portfolio Longshort 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 Longshort Portfolio Longshort, 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 Longshort Portfolio Longshort?

The danger of trading Longshort Portfolio Longshort 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 Longshort Portfolio 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 Longshort Portfolio. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Longshort Portfolio 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 Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Longshort Portfolio Longshort. 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 american community survey.
You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.

Complementary Tools for Longshort Mutual Fund analysis

When running Longshort Portfolio's price analysis, check to measure Longshort Portfolio's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Longshort Portfolio is operating at the current time. Most of Longshort Portfolio's value examination focuses on studying past and present price action to predict the probability of Longshort Portfolio's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Longshort Portfolio's price. Additionally, you may evaluate how the addition of Longshort Portfolio to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Longshort Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Longshort Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Longshort Portfolio's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.