Multi Asset Real Return Fund Quote
| ASIUX Fund | USD 23.53 0.25 1.07% |
Performance7 of 100
| Odds Of DistressLess than 19
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Multi Asset is trading at 23.53 as of the 29th of December 2024; that is 1.07 percent up since the beginning of the trading day. The fund's open price was 23.28. Multi Asset 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. The performance scores are derived for the period starting the 2nd of July 2024 and ending today, the 29th of December 2024. Click here to learn more.
The investment seeks total real return. The funds asset allocation strategy seeks to diversify its investments among equity securities, debt securities, U.S. Treasury inflation-indexed securities, commodity-related investments and real estate-related investments, all in an effort to provide investors total real return. More on Multi Asset Real Return
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Multi Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, American Century Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2019 |
| Fiscal Year End | June |
Multi Asset Real Return [ASIUX] is traded in USA and was established 29th of December 2024. Multi Asset is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of American Century Investments family. This fund presently has accumulated 8.62 M in assets under management (AUM) with minimum initial investment of 2.5 K. Multi Asset Real is currently producing year-to-date (YTD) return of 0.15% with the current yeild of 0.01%, while the total return for the last 3 years was 3.66%.
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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 Multi 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 Multi 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 Multi Asset Real Return 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 Multi Asset Real Return Mutual Fund Constituents
| PLD | Prologis | Stock | Real Estate | |
| DBB | Invesco DB Base | Etf | Commodities Focused | |
| DBE | Invesco DB Energy | Etf | Commodities Focused |
Multi Asset Real Risk Profiles
| Mean Deviation | 1.06 | |||
| Semi Deviation | 1.12 | |||
| Standard Deviation | 1.41 | |||
| Variance | 1.99 |
Multi Asset Against Markets
Other Information on Investing in Multi Mutual Fund
Multi Asset financial ratios help investors to determine whether Multi 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 Multi with respect to the benefits of owning Multi Asset security.
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