Cargile Fund Quote
| CFNDX Fund | USD 9.15 0.03 0.33% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Cargile Fund is trading at 9.15 as of the 26th of December 2024; that is 0.33 percent increase since the beginning of the trading day. The fund's open price was 9.12. Cargile Fund 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 27th of September 2024 and ending today, the 26th of December 2024. Click here to learn more.
Under normal market conditions, the fund invests in exchange traded funds andor cash and cash equivalents. The underlying ETFs generally invest in equity securities and fixed income securities. The fund may also invest in options to hedge portfolio positions. More on Cargile Fund
Moving against Cargile Mutual Fund
Cargile Mutual Fund Highlights
| Fund Concentration | Cargile Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Cargile (View all Sectors) |
| Update Date | 31st of December 2024 |
Cargile Fund [CFNDX] is traded in USA and was established 26th of December 2024. Cargile Fund is listed under Cargile category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Cargile family. This fund currently has accumulated 30.48 M in assets under management (AUM) with minimum initial investment of 5 K. Cargile Fund is currently producing year-to-date (YTD) return of 0.44% with the current yeild of 0.03%, while the total return for the last 3 years was -1.98%.
Check Cargile Fund 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 Cargile 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 Cargile 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 Cargile Fund 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 Cargile Fund Mutual Fund Constituents
| DDM | ProShares Ultra Dow30 | Etf | Trading--Leveraged Equity | |
| HYLB | Xtrackers USD High | Etf | High Yield Bond | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| SSO | ProShares Ultra SP500 | Etf | Trading--Leveraged Equity | |
| VOO | Vanguard SP 500 | Etf | Large Blend | |
| HYG | iShares iBoxx High | Etf | High Yield Bond |
Cargile Fund Risk Profiles
| Mean Deviation | 0.227 | |||
| Semi Deviation | 0.2165 | |||
| Standard Deviation | 0.3306 | |||
| Variance | 0.1093 |
Cargile Fund Against Markets
Other Information on Investing in Cargile Mutual Fund
Cargile Fund financial ratios help investors to determine whether Cargile 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 Cargile with respect to the benefits of owning Cargile Fund security.
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