13d Activist is trading at 19.84 as of the 12th of June 2025; that is 0.45 percent decrease since the beginning of the trading day. The fund's open price was 19.93. 13d Activist has less than a 12 % 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 14th of March 2025 and ending today, the 12th of June 2025. Click here to learn more.
The fund invests primarily in common stocks of U.S. companies of any market capitalization that are the target of shareholder activism. The adviser defines an activist as an investor who holds or takes a long position in a companys shares and either has a history of activist investing andor has publicly disclosed a catalyst for change such as seeking board seats, improving operations andor corporate governance practices, approving a merger, spinning-off an operating division or selling a significant amount of company assets. More on 13d Activist Fund
13d Activist Fund [DDDIX] is traded in USA and was established 12th of June 2025. 13d Activist is listed under 13D Activist Fund category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of 13D Activist Fund family. This fund currently has accumulated 183.62 M in assets under management (AUM) with minimum initial investment of 1000 K. 13d Activist is currently producing year-to-date (YTD) return of 4.07%, while the total return for the last 3 years was -3.48%.
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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 13d 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 13d 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 13d Activist 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.
13d Activist financial ratios help investors to determine whether 13d 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 13d with respect to the benefits of owning 13d Activist security.