Fulcrum Diversified Absolute Fund Quote
| FARIX Fund | USD 9.51 0.07 0.74% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Fulcrum Diversified is trading at 9.51 as of the 12th of December 2024; that is 0.74 percent up since the beginning of the trading day. The fund's open price was 9.44. Fulcrum Diversified 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 12th of November 2024 and ending today, the 12th of December 2024. Click here to learn more.
In seeking to achieve its aim of long-term absolute returns, the fund aims to hold a diversified portfolio and achieve long-term absolute returns in all market conditions over rolling five-year periods, with lower volatility than equity markets and in excess of inflation. More on Fulcrum Diversified Absolute
Moving together with Fulcrum Mutual Fund
Fulcrum Mutual Fund Highlights
| Thematic Idea | Conservative Funds (View all Themes) |
| Fund Concentration | Fulcrum Funds, Large Blend Funds, Macro Trading Funds, Conservative Funds, Macro Trading, Fulcrum, Large Blend, Macro Trading (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of October 2022 |
| Fiscal Year End | June |
Fulcrum Diversified Absolute [FARIX] is traded in USA and was established 12th of December 2024. Fulcrum Diversified is listed under Fulcrum category by Fama And French industry classification. The fund is listed under Macro Trading category and is part of Fulcrum family. The entity is thematically classified as Conservative Funds. This fund currently has accumulated 262.79 M in assets under management (AUM) with no minimum investment requirementsFulcrum Diversified is currently producing year-to-date (YTD) return of 9.06% with the current yeild of 0.01%, while the total return for the last 3 years was 4.01%.
Check Fulcrum Diversified 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 Fulcrum 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 Fulcrum 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 Fulcrum Diversified Absolute 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.
Fulcrum Diversified Risk Profiles
| Mean Deviation | 0.3463 | |||
| Standard Deviation | 0.6333 | |||
| Variance | 0.4011 | |||
| Risk Adjusted Performance | (0.01) |
Fulcrum Diversified Against Markets
Other Information on Investing in Fulcrum Mutual Fund
Fulcrum Diversified financial ratios help investors to determine whether Fulcrum 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 Fulcrum with respect to the benefits of owning Fulcrum Diversified security.
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