Goodhaven Fund Goodhaven Fund Quote
| GOODX Fund | USD 52.20 0.26 0.50% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Goodhaven Fund is trading at 52.20 as of the 13th of December 2024; that is 0.5 percent decrease since the beginning of the trading day. The fund's open price was 52.46. Goodhaven Fund has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 13th of November 2024 and ending today, the 13th of December 2024. Click here to learn more.
The fund primarily invests in a focused portfolio of equity securities. It typically invests in fixed-income securities to benefit from prevailing total returns that the Advisors fundamental research indicates are higher than warranted, without focusing on the coupon, duration or maturity of a particular issue or credit rating of that issuer. More on Goodhaven Fund Goodhaven
Moving together with Goodhaven Mutual Fund
Goodhaven Mutual Fund Highlights
| Fund Concentration | GoodHaven Funds, Large Value Funds, Large Value, GoodHaven, Large Value, Mid-Cap Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Goodhaven Fund Goodhaven [GOODX] is traded in USA and was established 13th of December 2024. Goodhaven Fund is listed under GoodHaven category by Fama And French industry classification. The fund is listed under Large Value category and is part of GoodHaven family. This fund currently has accumulated 123.01 M in assets under management (AUM) with minimum initial investment of 10 K. Goodhaven Fund Goodhaven is currently producing year-to-date (YTD) return of 22.94% with the current yeild of 0.01%, while the total return for the last 3 years was 13.94%.
Check Goodhaven Fund 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 Goodhaven 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 Goodhaven 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 Goodhaven Fund Goodhaven 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 Goodhaven Fund Goodhaven Mutual Fund Constituents
| VZ | Verizon Communications | Stock | Communication Services | |
| JEF | Jefferies Financial Group | Stock | Financials | |
| WTM | White Mountains Insurance | Stock | Financials | |
| STOR | STORE Capital Corp | Stock | Real Estate | |
| SPB | Spectrum Brands Holdings | Stock | Consumer Staples | |
| AAL | American Airlines Group | Stock | Industrials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| DVN | Devon Energy | Stock | Energy |
Goodhaven Fund Goodhaven Risk Profiles
| Mean Deviation | 0.4619 | |||
| Semi Deviation | 0.2114 | |||
| Standard Deviation | 0.6422 | |||
| Variance | 0.4125 |
Goodhaven Fund Against Markets
Other Information on Investing in Goodhaven Mutual Fund
Goodhaven Fund financial ratios help investors to determine whether Goodhaven 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 Goodhaven with respect to the benefits of owning Goodhaven Fund security.
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