Crow Point Defined Fund Quote
CGHIX Fund | USD 9.65 0.17 1.73% |
PerformanceWeak
| Odds Of DistressLow
|
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
Crow Mutual Fund Highlights
Fund Concentration | Crow Point Funds, Large Funds, Tactical Allocation Funds, Tactical Allocation, Crow Point (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 27th of January 2023 |
Fiscal Year End | September |
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
NVCR | Novocure | Stock | Health Care | |
EDV | Vanguard Extended Duration | Etf | Long Government | |
AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
VGT | Vanguard Information Technology | Etf | Technology | |
XLB | Materials Select Sector | Etf | Natural Resources | |
SDS | ProShares UltraShort SP500 | Etf | Trading--Inverse Equity | |
SPXL | Direxion Daily SP500 | Etf | Trading--Leveraged Equity | |
MTUM | iShares MSCI USA | Etf | Large Blend |
Crow Point Defined Risk Profiles
Mean Deviation | 1.07 | |||
Semi Deviation | 1.7 | |||
Standard Deviation | 1.69 | |||
Variance | 2.87 |
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.
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