Us Strategic Equity Fund Quote

RUSPX Fund  USD 18.97  0.02  0.11%   

Performance

17 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
Us Strategic is trading at 18.97 as of the 4th of December 2024; that is 0.11% up since the beginning of the trading day. The fund's open price was 18.95. Us Strategic has less than a 16 % 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 Us Strategic Equity 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.
The investment seeks to provide long term capital growth. The fund has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in equity securities economically tied to the U.S. More on Us Strategic Equity

Moving against RUSPX Mutual Fund

  0.72RSBRX Strategic BondPairCorr
  0.57RSBCX Short Duration BondPairCorr
  0.53RRESX Global Real EstatePairCorr
  0.52RRSCX Global Real EstatePairCorr
  0.51RNTTX International DevelopedPairCorr
  0.51RREAX Global Real EstatePairCorr

RUSPX Mutual Fund Highlights

Fund ConcentrationRussell Funds, Large Blend Funds, Large Blend, Russell (View all Sectors)
Update Date30th of September 2024
Us Strategic Equity [RUSPX] is traded in USA and was established 4th of December 2024. Us Strategic is listed under Russell category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Russell family. Us Strategic Equity at this time has accumulated 2.46 B in assets with minimum initial investment of 10 M. with the current yeild of 0.01%.
Check Us Strategic 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 RUSPX 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 RUSPX 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 Us Strategic Equity 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 Us Strategic Equity Mutual Fund Constituents

MSFTMicrosoftStockInformation Technology
DLTRDollar TreeStockConsumer Staples
GOOGLAlphabet Inc Class AStockCommunication Services
HASHasbro IncStockConsumer Discretionary
IQVIQVIA HoldingsStockHealth Care
KKRKKR Co LPStockFinancials
MAMastercardStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
More Details

Us Strategic Equity Risk Profiles

Us Strategic Against Markets

Other Information on Investing in RUSPX Mutual Fund

Us Strategic financial ratios help investors to determine whether RUSPX 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 RUSPX with respect to the benefits of owning Us Strategic security.
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