Congressional Effect is trading at 11.58 as of the 1st of December 2024; that is 0.09 percent up since the beginning of the trading day. The fund's open price was 11.57. Congressional Effect 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 Congressional Effect Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2023 and ending today, the 1st of December 2024. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity securities issued by companies located in emerging market countries. Companies located in emerging market countries are defined as those companies tied economically to countries included in the Calvert Emerging Markets Responsible Index.. More on Congressional Effect Fund
Congressional Effect Fund [CEFIX] is traded in USA and was established 1st of December 2024. Congressional Effect is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Calvert Research and Management family. This fund currently has accumulated 90.74 M in assets under management (AUM) with no minimum investment requirementsCongressional Effect is currently producing year-to-date (YTD) return of 9.66% with the current yeild of 0.03%, while the total return for the last 3 years was 1.37%.
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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 Congressional 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 Congressional 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 Congressional Effect 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.
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Other Information on Investing in Congressional Mutual Fund
Congressional Effect financial ratios help investors to determine whether Congressional 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 Congressional with respect to the benefits of owning Congressional Effect security.