Extended Market is trading at 20.87 as of the 21st of July 2025; that is 0.29 percent decrease since the beginning of the trading day. The fund's open price was 20.93. Extended Market has less than a 16 % 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 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The funds principal investment strategy is, under normal market conditions, to invest at least 80 percent of its assets in securities or other financial instruments of companies that are components of, or have economic characteristics similar to, the securities included in the index. More on Extended Market Index
Extended Market Index [USMIX] is traded in USA and was established 21st of July 2025. Extended Market is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Victory Capital family. The entity is thematically classified as Market Neutral Funds. This fund at this time has accumulated 723.76 M in net assets with minimum initial investment of 3 K. Extended Market Index is currently producing year-to-date (YTD) return of 1.85% with the current yeild of 0.01%, while the total return for the last 3 years was 13.75%.
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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 Extended 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 Extended 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 Extended Market Index 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 Extended Market Index Mutual Fund Constituents
Other Information on Investing in Extended Mutual Fund
Extended Market financial ratios help investors to determine whether Extended 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 Extended with respect to the benefits of owning Extended Market security.