Baywood Skba Valueplus Fund Quote
| BVPIX Fund | USD 21.99 0.10 0.45% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Baywood Skba is trading at 21.99 as of the 29th of December 2024; that is 0.45 percent down since the beginning of the trading day. The fund's open price was 22.09. Baywood Skba 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. The performance scores are derived for the period starting the 9th of January 2023 and ending today, the 29th of December 2024. Click here to learn more.
Under normal conditions, the Advisor seeks to achieve the funds investment objective by investing at least 80 percent of its net assets in equity securities of large market capitalization companies and instruments that provide exposure to such securities, including common, preferred and convertible stock and sponsored American Depositary Receipts .. More on Baywood Skba Valueplus
Moving together with Baywood Mutual Fund
Baywood Mutual Fund Highlights
| Fund Concentration | Baywood Funds, Large Funds, Large Value Funds, Large Value, Baywood, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Baywood Skba Valueplus [BVPIX] is traded in USA and was established 29th of December 2024. Baywood Skba is listed under Baywood category by Fama And French industry classification. The fund is listed under Large Value category and is part of Baywood family. This fund currently has accumulated 4.06 M in assets under management (AUM) with minimum initial investment of 5 K. Baywood Skba Valueplus is currently producing year-to-date (YTD) return of 12.83% with the current yeild of 0.02%, while the total return for the last 3 years was 11.06%.
Check Baywood Skba 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 Baywood 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 Baywood 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 Baywood Skba Valueplus 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 Baywood Skba Valueplus Mutual Fund Constituents
| MOS | The Mosaic | Stock | Materials | |
| IBM | International Business Machines | Stock | Information Technology | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| NTAP | NetApp Inc | Stock | Information Technology | |
| PHG | Koninklijke Philips NV | Stock | Health Care | |
| MS | Morgan Stanley | Stock | Financials | |
| AMP | Ameriprise Financial | Stock | Financials | |
| ABBV | AbbVie Inc | Stock | Health Care |
Baywood Skba Valueplus Risk Profiles
| Mean Deviation | 0.5323 | |||
| Standard Deviation | 0.769 | |||
| Variance | 0.5913 | |||
| Risk Adjusted Performance | (0.05) |
Baywood Skba Against Markets
Other Information on Investing in Baywood Mutual Fund
Baywood Skba financial ratios help investors to determine whether Baywood 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 Baywood with respect to the benefits of owning Baywood Skba security.
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