Guru Favorite Stocks Etf Profile
| GFGF Etf | USD 32.18 0.02 0.06% |
Performance12 of 100
| Odds Of DistressLess than 9
|
Guru Favorite is trading at 32.18 as of the 28th of November 2024. This is a 0.06 percent decrease since the beginning of the trading day. The etf's lowest day price was 32.18. Guru Favorite has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Guru Favorite Stocks are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The funds investment strategy is to seek to grow the capital by investing in high quality companies that are favored by prominent long-term investors and at reasonable prices. Guru Favorite is traded on NASDAQ Exchange in the United States. More on Guru Favorite Stocks
Moving together with Guru Etf
| 0.99 | VTI | Vanguard Total Stock | PairCorr |
| 0.98 | SPY | SPDR SP 500 Aggressive Push | PairCorr |
| 0.98 | IVV | iShares Core SP | PairCorr |
| 0.91 | VIG | Vanguard Dividend | PairCorr |
| 0.99 | VV | Vanguard Large Cap | PairCorr |
| 0.95 | RSP | Invesco SP 500 Sell-off Trend | PairCorr |
Moving against Guru Etf
Guru Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Theme ETFs, Large Blend, GuruFocusETF (View all Sectors) |
| Issuer | Empowered Funds |
| Inception Date | 2021-12-16 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 36.13 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Empowered Funds, LLC |
| Custodian | U.S. Bank, N.A. |
| Distributor | Quasar Distributors, LLC |
| Portfolio Manager | Cechan Tian, Brandon Koepke, Richard Shaner |
| Transfer Agent | U.S. Bancorp Fund Services, LLC |
| Fiscal Year End | 30-Nov |
| Exchange | NASDAQ |
| Number of Constituents | 28.0 |
| Market Maker | RBC Capital Markets |
| Total Expense | 0.65 |
| Management Fee | 0.65 |
| Country Name | USA |
| Returns Y T D | 29.2 |
| Name | Guru Favorite Stocks ETF |
| Currency Code | USD |
| Open Figi | BBG013Y35HL2 |
| 1y Volatility | 14.35 |
| 200 Day M A | 28.7546 |
| 50 Day M A | 30.9086 |
| Code | GFGF |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| Type | ETF |
Guru Favorite Stocks [GFGF] is traded in USA and was established 2021-12-15. The fund is listed under Large Blend category and is part of GuruFocusETF family. The entity is thematically classified as Strategy ETFs. Guru Favorite Stocks currently have 26.49 M in assets under management (AUM). , while the total return for the last year was 36.4%.
Check Guru Favorite Probability Of Bankruptcy
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 Guru Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Guru Etf, 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 Guru Favorite Stocks Etf, 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 Guru Favorite Stocks Etf Constituents
| ELV | Elevance Health | Stock | Health Care | |
| MCO | Moodys | Stock | Financials | |
| AJG | Arthur J Gallagher | Stock | Financials | |
| PAYX | Paychex | Stock | Industrials | |
| V | Visa Class A | Stock | Financials | |
| TSM | Taiwan Semiconductor Manufacturing | Stock | Information Technology | |
| JKHY | Jack Henry Associates | Stock | Financials | |
| KKR | KKR Co LP | Stock | Financials |
Guru Favorite Stocks Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Guru Favorite. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1286 | |||
| Jensen Alpha | 0.0244 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.0066 |
Guru Favorite Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Guru Favorite Stocks. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
The market value of Guru Favorite Stocks is measured differently than its book value, which is the value of Guru that is recorded on the company's balance sheet. Investors also form their own opinion of Guru Favorite's value that differs from its market value or its book value, called intrinsic value, which is Guru Favorite's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Guru Favorite's market value can be influenced by many factors that don't directly affect Guru Favorite's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Guru Favorite's value and its price as these two are different measures arrived at by different means. Investors typically determine if Guru Favorite is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Guru Favorite's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.