Us Strategic Equity Fund Quote
| RSEAX Fund | USD 17.47 0.15 0.87% |
PerformanceSolid
| Odds Of DistressLow
|
Us Strategic is trading at 17.47 as of the 4th of July 2025; that is 0.87% up since the beginning of the trading day. The fund's open price was 17.32. Us Strategic has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 4th of June 2025 and ending today, the 4th of July 2025. Click here to learn more.
The fund has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in equity securities economically tied to the U.S. The fund invests principally in common stocks of medium and large capitalization U.S. More on Us Strategic Equity
Moving together with RSEAX Mutual Fund
RSEAX Mutual Fund Highlights
| Fund Concentration | Russell Funds, Large Blend Funds, Large Blend, Russell, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
Us Strategic Equity [RSEAX] is traded in USA and was established 4th of July 2025. Us Strategic is listed under Russell category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Russell family. This fund at this time has accumulated 3.05 B in assets with no minimum investment requirementsUs Strategic Equity is currently producing year-to-date (YTD) return of 1.1% with the current yeild of 0.01%, while the total return for the last 3 years was 11.78%.
Check Us Strategic 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 RSEAX 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 RSEAX 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 Us Strategic Equity 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 Us Strategic Equity Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| CVS | CVS Health Corp | Stock | Health Care | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| UBER | Uber Technologies | Stock | Industrials | |
| NOW | ServiceNow | Stock | Information Technology | |
| DIS | Walt Disney | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials |
Us Strategic Equity Risk Profiles
| Mean Deviation | 1.03 | |||
| Semi Deviation | 1.64 | |||
| Standard Deviation | 1.82 | |||
| Variance | 3.3 |
Us Strategic Against Markets
Other Information on Investing in RSEAX Mutual Fund
Us Strategic financial ratios help investors to determine whether RSEAX 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 RSEAX with respect to the benefits of owning Us Strategic security.
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges |