Americafirst Large Cap Fund Quote
| SBQAX Fund | USD 13.99 0.17 1.23% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Americafirst Large is trading at 13.99 as of the 26th of December 2024; that is 1.23% up since the beginning of the trading day. The fund's open price was 13.82. Americafirst Large has about a 20 % 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 26th of November 2024 and ending today, the 26th of December 2024. Click here to learn more.
The fund invests primarily in common stocks of companies that are selected using the investment advisors alpha trends factor strategy. The manager defines foreign companies as those organized outside the U.S., or that derive a majority of revenue or profits outside the U.S., or that have a majority of their assets or employees outside the U.S. More on Americafirst Large Cap
Moving together with Americafirst Mutual Fund
Americafirst Mutual Fund Highlights
| Thematic Idea | Large Value Funds (View all Themes) |
| Fund Concentration | AmericaFirst Funds, Large Blend Funds, Large Value Funds, Large Blend, AmericaFirst Funds, Large, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | December |
Americafirst Large Cap [SBQAX] is traded in USA and was established 26th of December 2024. Americafirst Large is listed under AmericaFirst Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of AmericaFirst Funds family. The entity is thematically classified as Large Value Funds. This fund at this time has accumulated 2.77 M in assets with no minimum investment requirementsAmericafirst Large Cap is currently producing year-to-date (YTD) return of 17.55%, while the total return for the last 3 years was 7.05%.
Check Americafirst Large 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 Americafirst 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 Americafirst 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 Americafirst Large Cap 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 Americafirst Large Cap Mutual Fund Constituents
| LMT | Lockheed Martin | Stock | Industrials | |
| CDNS | Cadence Design Systems | Stock | Information Technology | |
| L | Loews Corp | Stock | Financials | |
| NSC | Norfolk Southern | Stock | Industrials | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| COP | ConocoPhillips | Stock | Energy | |
| HIG | Hartford Financial Services | Stock | Financials | |
| TEL | TE Connectivity | Stock | Information Technology |
Americafirst Large Cap Risk Profiles
| Mean Deviation | 0.6278 | |||
| Semi Deviation | 0.7978 | |||
| Standard Deviation | 0.9545 | |||
| Variance | 0.911 |
Americafirst Large Against Markets
Other Information on Investing in Americafirst Mutual Fund
Americafirst Large financial ratios help investors to determine whether Americafirst 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 Americafirst with respect to the benefits of owning Americafirst Large security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |