Global Managed Volatility Fund Quote

UGMVX Fund  USD 10.49  0.07  0.67%   

Performance

15 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 34

 
100  
 
Zero
Below Average
Global Managed is trading at 10.49 as of the 29th of March 2024; that is 0.67 percent increase since the beginning of the trading day. The fund's open price was 10.42. Global Managed has about a 34 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Global Managed Volatility are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
The funds principal strategy is to combine a portfolio of domestic and foreign equity securities, including emerging markets securities, designed to provide growth with lower volatility. It primarily invests in stocks that exhibit high-quality characteristics such as high levels of profitability and stable earnings, which may lower volatility in the funds returns.. More on Global Managed Volatility

Moving together with Global Mutual Fund

  0.97STFGX State Farm GrowthPairCorr
  0.99VDSCX Victory Diversified StockPairCorr
  0.89REMGX Victory Sophus EmergingPairCorr
  0.95URFRX Target Retirement 2040PairCorr
  0.98URFFX Target Retirement 2050PairCorr
  0.93URITX International FundPairCorr

Global 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. Global Managed's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Global Managed or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationVictory Capital Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Victory Capital, Large Blend, World Large-Stock Blend (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of May 2021
Fiscal Year EndDecember
Global Managed Volatility [UGMVX] is traded in USA and was established 29th of March 2024. Global Managed is listed under Victory Capital category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Victory Capital family. This fund at this time has accumulated 512.33 M in net assets with minimum initial investment of 3 K. Global Managed Volatility is currently producing year-to-date (YTD) return of 6.5% with the current yeild of 0.02%, while the total return for the last 3 years was 7.65%.
Check Global Managed 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 Global 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 Global 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 Global Managed Volatility 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 Global Managed Volatility Mutual Fund Constituents

VEAVanguard FTSE DevelopedEtfForeign Large Blend
IEFAIShares Core MSCIEtfForeign Large Blend
IVVIShares Core SPEtfLarge Blend
VLUEIShares MSCI USAEtfLarge Value
USMVIShares MSCI USAEtfLarge Blend
TXNTexas Instruments IncorporatedStockInformation Technology
QUALIShares MSCI USAEtfLarge Blend
More Details

Global Managed Target Price Odds Analysis

Based on a normal probability distribution, the odds of Global Managed jumping above the current price in 90 days from now is about 6.94%. The Global Managed Volatility probability density function shows the probability of Global Managed mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Global Managed has a beta of 0.8959. This usually implies Global Managed Volatility market returns are sensitive to returns on the market. As the market goes up or down, Global Managed is expected to follow. Additionally, global Managed Volatility has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 10.49HorizonTargetOdds Above 10.49
92.90%90 days
 10.49 
6.94%
Based on a normal probability distribution, the odds of Global Managed to move above the current price in 90 days from now is about 6.94 (This Global Managed Volatility probability density function shows the probability of Global Mutual Fund to fall within a particular range of prices over 90 days) .

Global Managed Volatility Risk Profiles

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

Global Managed Against Markets

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

Run Portfolio Suggestion Now

   

Portfolio Suggestion

Get suggestions outside of your existing asset allocation including your own model portfolios
All  Next Launch Module

How to buy Global Mutual Fund?

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

The danger of trading Global Managed Volatility 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 Global Managed 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 Global Managed. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Global Managed Volatility 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 World Market Map to better understand how to build diversified portfolios, which includes a position in Global Managed Volatility. 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 real.
You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

Complementary Tools for Global Mutual Fund analysis

When running Global Managed's price analysis, check to measure Global Managed'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 Global Managed is operating at the current time. Most of Global Managed's value examination focuses on studying past and present price action to predict the probability of Global Managed's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Global Managed's price. Additionally, you may evaluate how the addition of Global Managed to your portfolios can decrease your overall portfolio volatility.
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Bonds Directory
Find actively traded corporate debentures issued by US companies
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Please note, there is a significant difference between Global Managed's value and its price as these two are different measures arrived at by different means. Investors typically determine if Global Managed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Global Managed'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.