The Eafe Choice Fund Quote
| BGCSX Fund | USD 14.87 0.42 2.75% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Eafe Choice is trading at 14.87 as of the 4th of December 2024; that is 2.75 percent down since the beginning of the trading day. The fund's open price was 15.29. Eafe Choice has about a 23 % 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. Equity ratings for The Eafe Choice are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks and other equity securities of companies whose principal activities are in Europe, Australasia andor the Far East. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. More on The Eafe Choice
Moving together with Eafe Mutual Fund
Moving against Eafe Mutual Fund
Eafe Mutual Fund Highlights
| Fund Concentration | Baillie Gifford Funds, Large Growth Funds, Foreign Large Growth Funds, Foreign Large Growth, Baillie Gifford Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Fiscal Year End | December |
The Eafe Choice [BGCSX] is traded in USA and was established 4th of December 2024. Eafe Choice is listed under Baillie Gifford Funds category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of Baillie Gifford Funds family. This fund currently has accumulated 337.4 M in assets under management (AUM) with no minimum investment requirementsEafe Choice is currently producing year-to-date (YTD) return of 4.32%, while the total return for the last 3 years was -7.3%.
Check Eafe Choice 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 Eafe 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 Eafe 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 The Eafe Choice 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 The Eafe Choice Mutual Fund Constituents
| MSADF | MSAD Insurance Group | Pink Sheet | Insurance—Property & Casualty | |
| OSCUF | Japan Exchange Group | Pink Sheet | Financial Data & Stock Exchanges | |
| SVNLF | Svenska Handelsbanken AB | Pink Sheet | Banks—Diversified | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| CFR | CullenFrost Bankers | Stock | Financials | |
| KAOCF | Kao Corporation | Pink Sheet | Household & Personal Products | |
| MTD | Mettler Toledo International | Stock | Health Care |
Eafe Choice Risk Profiles
| Mean Deviation | 0.6965 | |||
| Standard Deviation | 0.9957 | |||
| Variance | 0.9914 | |||
| Risk Adjusted Performance | (0.06) |
Eafe Choice Against Markets
Other Information on Investing in Eafe Mutual Fund
Eafe Choice financial ratios help investors to determine whether Eafe 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 Eafe with respect to the benefits of owning Eafe Choice security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |