Balter Invenomic is trading at 17.09 as of the 4th of December 2024; that is 0.58 percent down since the beginning of the trading day. The fund's open price was 17.19. Balter Invenomic has about a 22 % 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 Balter Invenomic Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of December 2022 and ending today, the 4th of December 2024. Click here to learn more.
The fund invests primarily in both long and short positions in equity securities principally traded in United States markets. Under normal market conditions, the Sub-Adviser seeks to be fully invested in the long portfolio , while allowing the size of the short portfolio to fluctuate based on the market opportunity. More on Balter Invenomic Fund
Balter Invenomic Fund [BIVRX] is traded in USA and was established 4th of December 2024. Balter Invenomic is listed under Invenomic category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Invenomic family. This fund currently has accumulated 1.4 B in assets under management (AUM) with no minimum investment requirementsBalter Invenomic is currently producing year-to-date (YTD) return of 1.81% with the current yeild of 0.02%, while the total return for the last 3 years was 19.47%.
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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 Balter 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 Balter 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 Balter Invenomic Fund 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 Balter Invenomic Fund Mutual Fund Constituents
Other Information on Investing in Balter Mutual Fund
Balter Invenomic financial ratios help investors to determine whether Balter 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 Balter with respect to the benefits of owning Balter Invenomic security.