Mawer Equity A Fund Quote
| 0P0000716B | CAD 103.91 0.02 0.02% |
Performance17 of 100
| Odds Of DistressLess than 9
|
Mawer Equity is trading at 103.91 as of the 1st of December 2024, a 0.02% up since the beginning of the trading day. The fund's open price was 103.89. Mawer Equity has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for Mawer Equity A are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
Equity Fund is to provide above-average long-term, risk-adjusted returns from both capital gains and dividend income by investing primarily in equity and equity-related securities of U.S. entities. Mawer US is traded on Toronto Stock Exchange in Canada. More on Mawer Equity A
Moving together with Mawer Fund
| 0.95 | 0P0000OXA6 | PHN Multi Style | PairCorr |
| 0.96 | 0P000077P2 | RBC Dividend | PairCorr |
| 0.97 | 0P000071W8 | TD Index Fund | PairCorr |
Mawer Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Mawer Equity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Mawer Equity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | US Equity, Mawer Investment Management Ltd (View all Sectors) |
| Beta In Three Year | 0.87 |
| Startdate | 6th of May 2009 |
Mawer Equity A [0P0000716B] is traded in Canada and was established 1st of December 2024. The fund is listed under US Equity category and is part of Mawer Investment Management Ltd family. Mawer Equity A presently has accumulated 3.27 B in total net assets with minimum initial investment of 5 K. , while the total return for the last 3 years was 12.17%.
Check Mawer Equity 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 Mawer Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mawer 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 Mawer Equity A 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.
Mawer Equity A Risk Profiles
Although Mawer Equity's alpha and beta are two of the key measurements used to evaluate Mawer Equity's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.491 | |||
| Semi Deviation | 0.2403 | |||
| Standard Deviation | 0.6131 | |||
| Variance | 0.3758 |
Mawer Equity Against Markets
Be your own money manager
Our tools can tell you how much better you can do entering a position in Mawer Equity without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Other Information on Investing in Mawer Fund
Mawer Equity financial ratios help investors to determine whether Mawer 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 Mawer with respect to the benefits of owning Mawer Equity security.
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