Multifactor Equity Fund Quote
| RTDAX Fund | USD 16.29 0.01 0.06% |
PerformanceSolid
| Odds Of DistressLow
|
Multifactor Equity is trading at 16.29 as of the 25th of July 2025; that is 0.06% down since the beginning of the trading day. The fund's open price was 16.3. Multifactor Equity has less than a 15 % 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 26th of April 2025 and ending today, the 25th 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. It invests principally in common stocks of large and medium capitalization U.S. More on Multifactor Equity Fund
Moving together with Multifactor Mutual Fund
Multifactor Mutual Fund Highlights
| Fund Concentration | Russell Funds, Large Blend Funds, Large Blend, Russell (View all Sectors) |
| Update Date | 30th of June 2025 |
Multifactor Equity Fund [RTDAX] is traded in USA and was established 25th of July 2025. Multifactor Equity 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 474.73 M in assets with no minimum investment requirementsMultifactor Equity is currently producing year-to-date (YTD) return of 6.59% with the current yeild of 0.01%, while the total return for the last 3 years was 18.18%.
Check Multifactor Equity 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 Multifactor 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 Multifactor 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 Multifactor Equity 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.
Top Multifactor Equity Fund Mutual Fund Constituents
| PFE | Pfizer Inc | Stock | Health Care | |
| INTC | Intel | Stock | Information Technology | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| T | ATT Inc | Stock | Communication Services | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
Multifactor Equity Risk Profiles
| Mean Deviation | 0.6095 | |||
| Standard Deviation | 0.8496 | |||
| Variance | 0.7218 | |||
| Downside Variance | 0.5719 |
Multifactor Equity Against Markets
Other Information on Investing in Multifactor Mutual Fund
Multifactor Equity financial ratios help investors to determine whether Multifactor 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 Multifactor with respect to the benefits of owning Multifactor Equity security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |