Global Social Awareness Fund Quote
| VCSOX Fund | USD 24.16 0.05 0.21% |
Performance6 of 100
| Odds Of DistressLess than 19
|
Global Social is trading at 24.16 as of the 25th of April 2024; that is -0.21 percent decrease since the beginning of the trading day. The fund's open price was 24.21. Global Social has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Global Social Awareness are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
The fund will invest at least 80 percent of net assets in the equity securities of companies that meet the funds social criteria located in at least three different countries, with at least 40 percent of net assets in foreign securities, or if conditions are unfavorable, at least 30 percent of net assets in foreign securities.. More on Global Social Awareness
Moving together with Global Mutual Fund
| 0.94 | VMIDX | Mid Cap Index | PairCorr |
| 0.92 | VMSGX | Mid Cap Strategic | PairCorr |
| 0.83 | VAPPX | Valic Company I | PairCorr |
| 0.95 | VSRDX | Valic Company I | PairCorr |
| 0.93 | VSTIX | Stock Index Fund | PairCorr |
| 0.9 | VSSVX | Small Cap Special | PairCorr |
| 0.92 | VBCVX | Broad Cap Value | PairCorr |
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 Social's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Global Social or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | VALIC Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, VALIC (View all Sectors) |
| Update Date | 31st of March 2024 |
Global Social Awareness [VCSOX] is traded in USA and was established 25th of April 2024. Global Social is listed under VALIC category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of VALIC family. This fund at this time has accumulated 426.76 M in net assets with no minimum investment requirementsGlobal Social Awareness is currently producing year-to-date (YTD) return of 1.1% with the current yeild of 0.02%, while the total return for the last 3 years was 1.64%.
Check Global Social 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 Social Awareness 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 Social Awareness Mutual Fund Constituents
| FB | Meta Platforms | Stock | Internet Content & Information |
| CMCSA | Comcast Corp | Stock | Communication Services |
| GOOG | Alphabet Inc Class C | Stock | Communication Services |
| PG | Procter Gamble | Stock | Consumer Staples |
| ALV | Autoliv | Stock | Consumer Discretionary |
| V | Visa Class A | Stock | Financials |
| AAPL | Apple Inc | Stock | Information Technology |
Global Social Target Price Odds Analysis
Based on a normal probability distribution, the odds of Global Social jumping above the current price in 90 days from now is about 48.6%. The Global Social Awareness probability density function shows the probability of Global Social mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Global Social has a beta of 0.8438. This entails as returns on the market go up, Global Social average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Global Social Awareness will be expected to be much smaller as well. Additionally, global Social Awareness 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 Global Social to move above the current price in 90 days from now is about 48.6 (This Global Social Awareness probability density function shows the probability of Global Mutual Fund to fall within a particular range of prices over 90 days) .
Global Social Awareness Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Global Social market risk premium is the additional return an investor will receive from holding Global Social 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 Social. 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 Social's alpha and beta are two of the key measurements used to evaluate Global Social's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.52 | |||
| Semi Deviation | 0.5408 | |||
| Standard Deviation | 0.6658 | |||
| Variance | 0.4433 |
Global Social Against Markets
Picking the right benchmark for Global Social 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 Social 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 Social is critical whether you are bullish or bearish towards Global Social Awareness at a given time. Please also check how Global Social'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 Social 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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Performance AnalysisCheck effects of mean-variance optimization against your current asset allocation |
| All Next | Launch Module |
How to buy Global Mutual Fund?
Before investing in Global Social, 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 Social. To buy Global Social fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Global Social. 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 Social fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Global Social Awareness 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 Social Awareness 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 Social Awareness, 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 Social Awareness?
The danger of trading Global Social Awareness 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 Social 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 Social. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Global Social Awareness 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 Social Awareness. 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 persons. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.