Qs Global Equity Fund Quote

SMYIX Fund  USD 24.37  0.06  0.25%   

Performance

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Odds Of Distress

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Qs Global is trading at 24.37 as of the 7th of May 2025; that is 0.25 percent increase since the beginning of the trading day. The fund's open price was 24.31. Qs Global 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. The performance scores are derived for the period starting the 12th of May 2024 and ending today, the 7th of May 2025. Click here to learn more.
The fund invests primarily in the common stock of U.S. and non-U.S. issuers. Under normal circumstances, it invests at least 80 percent of its assets in equity and equity-related securities. Equity securities include exchange-traded and over-the-counter common and preferred stocks, warrants and rights, securities convertible into common stocks, and securities of other investment companies and of real estate investment trusts .. More on Qs Global Equity

Moving together with SMYIX Mutual Fund

  0.79TEBIX Franklin Mutual BeaconPairCorr
  0.67TEDMX Templeton DevelopingPairCorr
  0.65TEDIX Franklin Mutual GlobalPairCorr
  0.69TEDSX Franklin Mutual GlobalPairCorr
  0.68TEDRX Franklin Mutual GlobalPairCorr

Moving against SMYIX Mutual Fund

  0.36TEGBX Templeton Global BondPairCorr

SMYIX Mutual Fund Highlights

Thematic Ideas
(View all Themes)
Fund ConcentrationFranklin Templeton Investments Funds, Large Blend Funds, World Large-Stock Blend Funds, World Allocation Funds, Consumer Funds, World Large-Stock Blend, Franklin Templeton Investments, Large Blend, World Large-Stock Blend (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Qs Global Equity [SMYIX] is traded in USA and was established 7th of May 2025. Qs Global is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Franklin Templeton Investments family. The entity is thematically classified as World Allocation Funds. This fund at this time has accumulated 220.46 M in assets with no minimum investment requirementsQs Global Equity is currently producing year-to-date (YTD) return of 1.2% with the current yeild of 0.01%, while the total return for the last 3 years was 13.5%.
Check Qs Global 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 SMYIX 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 SMYIX 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 Qs Global 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 Qs Global Equity Mutual Fund Constituents

NTAPNetApp IncStockInformation Technology
BAXBaxter InternationalStockHealth Care
BAThe BoeingStockIndustrials
VVisa Class AStockFinancials
HDHome DepotStockConsumer Discretionary
XOMExxon Mobil CorpStockEnergy
WMTWalmartStockConsumer Staples
VEEVVeeva Systems ClassStockHealth Care
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Qs Global Equity Risk Profiles

Qs Global Against Markets

Other Information on Investing in SMYIX Mutual Fund

Qs Global financial ratios help investors to determine whether SMYIX 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 SMYIX with respect to the benefits of owning Qs Global security.
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