Spectrum Advisors Preferred Fund Quote
| SAPEX Fund | USD 18.10 0.05 0.28% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Spectrum Advisors is trading at 18.10 as of the 4th of October 2024; that is 0.28 percent down since the beginning of the trading day. The fund's open price was 18.15. Spectrum Advisors has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Spectrum Advisors Preferred are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of April 2024 and ending today, the 4th of October 2024. Click here to learn more.
The funds adviser delegates execution of its investment strategy to a sub-adviser. The sub-adviser seeks to fulfill the funds investment objective by using proprietary signals to evaluate general equity market conditions. The sub-adviser focuses on equities, and may employ leverage in especially favorable conditions. More on Spectrum Advisors Preferred
Moving together with Spectrum Mutual Fund
Spectrum Mutual Fund Highlights
| Fund Concentration | Advisors Preferred Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Advisors Preferred (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Spectrum Advisors Preferred [SAPEX] is traded in USA and was established 4th of October 2024. Spectrum Advisors is listed under Advisors Preferred category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Advisors Preferred family. This fund at this time has accumulated 7.51 M in assets with minimum initial investment of 1 K. Spectrum Advisors is currently producing year-to-date (YTD) return of 8.19% with the current yeild of 0.02%, while the total return for the last 3 years was -7.62%.
Check Spectrum Advisors 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 Spectrum 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 Spectrum 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 Spectrum Advisors Preferred 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 Spectrum Advisors Preferred Mutual Fund Constituents
| MBB | iShares MBS ETF | Etf | Intermediate Government | |
| HYD | VanEck High Yield | Etf | High Yield Muni | |
| SPHB | Invesco SP 500 | Etf | Mid-Cap Blend | |
| PXSGX | Virtus Kar Small Cap | Mutual Fund | Small Growth | |
| POLIX | Polen Growth Fund | Mutual Fund | Large Growth | |
| PHSIX | Pimco High Yield | Mutual Fund | High Yield Bond | |
| PFINX | Pimco Capital Sec | Mutual Fund | Preferred Stock | |
| PFF | iShares Preferred and | Etf | Preferred Stock |
Spectrum Advisors Risk Profiles
| Mean Deviation | 0.8396 | |||
| Semi Deviation | 1.21 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.21 |
Spectrum Advisors Against Markets
Other Information on Investing in Spectrum Mutual Fund
Spectrum Advisors financial ratios help investors to determine whether Spectrum 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 Spectrum with respect to the benefits of owning Spectrum Advisors security.
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