Us Global is trading at 86.16 as of the 3rd of December 2024; that is 0.45 percent increase since the beginning of the trading day. The fund's open price was 85.77. Us Global has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Us Global Leaders are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of November 2023 and ending today, the 3rd of December 2024. Click here to learn more.
The fund invests at least 80 percent of the funds net assets will be invested in common stocks of companies the manager regards as U.S. Global Leaders. It typically invests in large-capitalization companies. The fund may invest in other types of equity securities, including up to 20 percent of its net assets in foreign companies and in U.S.-traded securities of large-capitalization, well-established foreign issuers.. More on Us Global Leaders
Us Global Leaders [USLIX] is traded in USA and was established 3rd of December 2024. Us Global is listed under John Hancock category by Fama And French industry classification. The fund is listed under Large Growth category and is part of John Hancock family. This fund at this time has accumulated 2.37 B in net assets with minimum initial investment of 250 K. Us Global Leaders is currently producing year-to-date (YTD) return of 22.98%, while the total return for the last 3 years was 5.11%.
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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 USLIX 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 USLIX 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 Global Leaders 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.
Other Information on Investing in USLIX Mutual Fund
Us Global financial ratios help investors to determine whether USLIX 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 USLIX with respect to the benefits of owning Us Global security.