Greenspring Fund Retail Fund Quote
| GRSPX Fund | USD 28.60 0.03 0.11% |
Performance16 of 100
| Odds Of DistressLess than 17
|
Greenspring Fund is trading at 28.60 as of the 2nd of December 2024; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 28.57. Greenspring Fund has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Greenspring Fund Retail are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund primarily invests in equity securities its investment sub-adviser, believes are undervalued at the time of purchase and have the potential to provide capital appreciation, income, or a combination of both. Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of mid-sized capitalization U.S. More on Greenspring Fund Retail
Moving together with Greenspring Mutual Fund
| 0.87 | GRIOX | Greenspring Income | PairCorr |
| 0.97 | VIMAX | Vanguard Mid Cap | PairCorr |
| 0.97 | VIMSX | Vanguard Mid Cap | PairCorr |
| 0.97 | VMCPX | Vanguard Mid Cap | PairCorr |
| 0.97 | VMCIX | Vanguard Mid Cap | PairCorr |
Moving against Greenspring Mutual Fund
Greenspring Mutual Fund Highlights
| Fund Concentration | Greenspring Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Greenspring (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Greenspring Fund Retail [GRSPX] is traded in USA and was established 2nd of December 2024. Greenspring Fund is listed under Greenspring category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Greenspring family. This fund currently has accumulated 122.01 M in assets under management (AUM) with minimum initial investment of 2.5 K. Greenspring Fund Retail is currently producing year-to-date (YTD) return of 22.5% with the current yeild of 0.0%, while the total return for the last 3 years was 7.99%.
Check Greenspring 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 Greenspring 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 Greenspring 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 Greenspring Fund Retail 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 Greenspring Fund Retail Mutual Fund Constituents
| NOVT | Novanta | Stock | Information Technology | |
| SIX | Six Flags Entertainment | Stock | Consumer Discretionary | |
| KBR | KBR Inc | Stock | Industrials | |
| TRPXX | Short Term Investment Trust | Money Market Fund | US Money Market Fund | |
| TAN | Invesco Solar ETF | Etf | Miscellaneous Sector | |
| SHW | Sherwin Williams Co | Stock | Materials | |
| RSG | Republic Services | Stock | Industrials | |
| MYRG | MYR Group | Stock | Industrials |
Greenspring Fund Retail Risk Profiles
| Mean Deviation | 0.6592 | |||
| Semi Deviation | 0.6813 | |||
| Standard Deviation | 0.9305 | |||
| Variance | 0.8659 |
Greenspring Fund Against Markets
Other Information on Investing in Greenspring Mutual Fund
Greenspring Fund financial ratios help investors to determine whether Greenspring 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 Greenspring with respect to the benefits of owning Greenspring Fund security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |