Altegrisaaca Opportunistic Real Fund Quote
| RAAIX Fund | USD 13.78 0.15 1.08% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Altegris/aaca Opportunistic is trading at 13.78 as of the 4th of December 2024; that is 1.08 percent decrease since the beginning of the trading day. The fund's open price was 13.93. Altegris/aaca Opportunistic has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Altegrisaaca Opportunistic Real are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in both long and short positions in equity securities of real estate companies and real estate related companies . It is non-diversified. More on Altegrisaaca Opportunistic Real
Moving against Altegris/aaca Mutual Fund
Altegris/aaca Mutual Fund Highlights
| Fund Concentration | Altegris Funds, Large Funds, Real Estate Funds, Real Estate, Altegris (View all Sectors) |
| Update Date | 31st of December 313124 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Altegrisaaca Opportunistic Real [RAAIX] is traded in USA and was established 4th of December 2024. Altegris/aaca Opportunistic is listed under Altegris category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Altegris family. This fund at this time has accumulated 208.35 M in assets with minimum initial investment of 1000 K. Altegris/aaca Opportunistic is currently producing year-to-date (YTD) return of 9.03%, while the total return for the last 3 years was -9.16%.
Check Altegris/aaca Opportunistic 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 Altegris/aaca 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 Altegris/aaca 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 Altegrisaaca Opportunistic Real 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 Altegrisaaca Opportunistic Real Mutual Fund Constituents
| BEPC | Brookfield Renewable Corp | Stock | Utilities | |
| IIPR | Innovative Industrial Properties | Stock | Real Estate | |
| DBRG | Digitalbridge Group | Stock | Real Estate | |
| SWCH | Switch Inc | Stock | Information Technology | |
| MGM | MGM Resorts International | Stock | Consumer Discretionary | |
| COR | Cencora | Stock | Health Care | |
| ELS | Equity Lifestyle Properties | Stock | Real Estate | |
| CDZI | Cadiz Inc | Stock | Utilities |
Altegris/aaca Opportunistic Risk Profiles
| Mean Deviation | 0.7512 | |||
| Semi Deviation | 1.0 | |||
| Standard Deviation | 0.9759 | |||
| Variance | 0.9524 |
Altegris/aaca Opportunistic Against Markets
Other Information on Investing in Altegris/aaca Mutual Fund
Altegris/aaca Opportunistic financial ratios help investors to determine whether Altegris/aaca 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 Altegris/aaca with respect to the benefits of owning Altegris/aaca Opportunistic security.
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