Crow Point Defined Fund Quote

CGHIX Fund  USD 9.65  0.17  1.73%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Crow Point is trading at 9.65 as of the 14th of June 2025; that is 1.73 percent down since the beginning of the trading day. The fund's open price was 9.82. Crow Point has less than a 17 % 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 15th of May 2025 and ending today, the 14th of June 2025. Click here to learn more.
The advisor intends to achieve its investment objective by utilizing an asset allocation strategy to invest in a global portfolio of uncorrelated assets that can include exposure, through underlying vehicles, to common stocks and other investments. The fund invests primarily in common stocks of all issuers, ETFs and mutual funds, closed-end funds, and private funds such as hedge funds, private equity funds, and fund-of-funds.. More on Crow Point Defined

Moving together with Crow Mutual Fund

  0.94AIIFX Timber Point AlternativePairCorr
  0.93PAALX All Asset FundPairCorr
  0.93PATRX Pimco All AssetPairCorr
  0.93PAAIX All Asset FundPairCorr
  0.87PASAX All Asset FundPairCorr

Crow Mutual Fund Highlights

Fund ConcentrationCrow Point Funds, Large Funds, Tactical Allocation Funds, Tactical Allocation, Crow Point (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date27th of January 2023
Fiscal Year EndSeptember
Crow Point Defined [CGHIX] is traded in USA and was established 14th of June 2025. Crow Point is listed under Crow Point category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Crow Point family. This fund currently has accumulated 16.1 M in assets under management (AUM) with minimum initial investment of 1 K. Crow Point Defined is currently producing year-to-date (YTD) return of 0.84% with the current yeild of 0.01%, while the total return for the last 3 years was 1.65%.
Check Crow Point 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 Crow 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 Crow 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 Crow Point Defined 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 Crow Point Defined Mutual Fund Constituents

NVCRNovocureStockHealth Care
EDVVanguard Extended DurationEtfLong Government
AGGiShares Core AggregateEtfIntermediate Core Bond
VGTVanguard Information TechnologyEtfTechnology
XLBMaterials Select SectorEtfNatural Resources
SDSProShares UltraShort SP500EtfTrading--Inverse Equity
SPXLDirexion Daily SP500EtfTrading--Leveraged Equity
MTUMiShares MSCI USAEtfLarge Blend
More Details

Crow Point Defined Risk Profiles

Crow Point Against Markets

Other Information on Investing in Crow Mutual Fund

Crow Point financial ratios help investors to determine whether Crow 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 Crow with respect to the benefits of owning Crow Point security.
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
Fundamental Analysis
View fundamental data based on most recent published financial statements
Content Syndication
Quickly integrate customizable finance content to your own investment portal