Sarofim Equity is trading at 17.14 as of the 12th of November 2024; that is 0.23 percent decrease since the beginning of the trading day. The fund's open price was 17.18. Sarofim Equity has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Sarofim Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of October 2024 and ending today, the 12th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. It invests primarily in the common stock of U.S. and foreign based companies listed on U.S. exchanges, but the fund may also invest up to 25 percent of its net assets in foreign-based companies listed on foreign exchanges, either directly or through American Depositary Receipts . More on Sarofim Equity
Sarofim Equity [SRFMX] is traded in USA and was established 12th of November 2024. Sarofim Equity is listed under Sarofim category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Sarofim family. The entity is thematically classified as Consumer Funds. This fund at this time has accumulated 95.95 M in assets with minimum initial investment of 2.5 K. Sarofim Equity is currently producing year-to-date (YTD) return of 17.1% with the current yeild of 0.01%, while the total return for the last 3 years was 5.23%.
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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 Sarofim 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 Sarofim 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 Sarofim 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.
Other Information on Investing in Sarofim Mutual Fund
Sarofim Equity financial ratios help investors to determine whether Sarofim 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 Sarofim with respect to the benefits of owning Sarofim Equity security.