Sarofim Equity Fund Quote
| SRFMX Fund | USD 17.11 0.04 0.23% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Sarofim Equity is trading at 17.11 as of the 29th of November 2024; that is 0.23 percent decrease since the beginning of the trading day. The fund's open price was 17.15. Sarofim Equity 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. Equity ratings for Sarofim Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. It invests primarily in the common stock of U.S. and foreign based companies listed on U.S. exchanges, but the fund may also invest up to 25 percent of its net assets in foreign-based companies listed on foreign exchanges, either directly or through American Depositary Receipts . More on Sarofim Equity
Moving together with Sarofim Mutual Fund
Sarofim Mutual Fund Highlights
| Thematic Idea | Consumer Funds (View all Themes) |
| Fund Concentration | Sarofim Funds, Large Growth Funds, Large Blend Funds, Consumer Funds, Large Blend, Sarofim, Large Growth, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Sarofim Equity [SRFMX] is traded in USA and was established 29th of November 2024. Sarofim Equity is listed under Sarofim category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Sarofim family. The entity is thematically classified as Consumer Funds. This fund at this time has accumulated 95.95 M in assets with minimum initial investment of 2.5 K. Sarofim Equity is currently producing year-to-date (YTD) return of 15.73% with the current yeild of 0.01%, while the total return for the last 3 years was 5.09%.
Check Sarofim Equity 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 Sarofim 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 Sarofim 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 Sarofim 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 Sarofim Equity Mutual Fund Constituents
| KO | The Coca Cola | Stock | Consumer Staples | |
| CB | Chubb | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| PM | Philip Morris International | Stock | Consumer Staples |
Sarofim Equity Risk Profiles
| Mean Deviation | 0.5315 | |||
| Semi Deviation | 0.6992 | |||
| Standard Deviation | 0.7136 | |||
| Variance | 0.5092 |
Sarofim Equity Against Markets
Other Information on Investing in Sarofim Mutual Fund
Sarofim Equity financial ratios help investors to determine whether Sarofim 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 Sarofim with respect to the benefits of owning Sarofim Equity security.
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