Sp 500 is trading at 55.67 as of the 22nd of December 2024; that is 1.09 percent up since the beginning of the trading day. The fund's open price was 55.07. Sp 500 has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of November 2024 and ending today, the 22nd of December 2024. Click here to learn more.
The fund will invest, under normal circumstances, at least 80 percent of its net assets and borrowings for investment purposes in securities of issuers included in the index. The index is designed to measure the performance of 500 U.S. companies chosen for market size, liquidity and industry grouping, among other factors. More on Sp 500 Equal
Sp 500 Equal [INDEX] is traded in USA and was established 22nd of December 2024. Sp 500 is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 389.11 M in assets under management (AUM) with minimum initial investment of 1 K. Sp 500 Equal is currently producing year-to-date (YTD) return of 28.26% with the current yeild of 0.01%, while the total return for the last 3 years was 8.81%.
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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 INDEX 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 INDEX 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 Sp 500 Equal 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.
Other Information on Investing in INDEX Mutual Fund
Sp 500 financial ratios help investors to determine whether INDEX 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 INDEX with respect to the benefits of owning Sp 500 security.