Short Duration Strategic Fund Quote
| ASADX Fund | USD 8.95 0.01 0.11% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Short Duration is trading at 8.95 as of the 20th of November 2024; that is 0.11 percent down since the beginning of the trading day. The fund's open price was 8.96. Short Duration has about a 21 % 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 Short Duration Strategic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of January 2024 and ending today, the 20th of November 2024. Click here to learn more.
The fund invests in corporate bonds and notes, government securities, collateralized loan obligations, collateralized mortgage obligations and securities backed by mortgages or other assets. It may invest in both investment-grade and high-yield, non-money market debt securities. More on Short Duration Strategic
Moving together with Short Mutual Fund
Short Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, American Century Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Short Duration Strategic [ASADX] is traded in USA and was established 20th of November 2024. Short Duration is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of American Century Investments family. This fund presently has accumulated 730.22 M in assets under management (AUM) with no minimum investment requirementsShort Duration Strategic is currently producing year-to-date (YTD) return of 4.55% with the current yeild of 0.0%, while the total return for the last 3 years was 1.2%.
Check Short Duration 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 Short 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 Short 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 Short Duration Strategic 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 Short Duration Strategic Mutual Fund Constituents
| PFF | iShares Preferred and | Etf | Preferred Stock | |
| SJNK | SPDR Bloomberg Short | Etf | High Yield Bond | |
| SRLN | SPDR Blackstone Senior | Etf | Bank Loan |
Short Duration Strategic Risk Profiles
| Mean Deviation | 0.0929 | |||
| Standard Deviation | 0.1286 | |||
| Variance | 0.0165 | |||
| Downside Variance | 0.0227 |
Short Duration Against Markets
Other Information on Investing in Short Mutual Fund
Short Duration financial ratios help investors to determine whether Short 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 Short with respect to the benefits of owning Short Duration security.
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