Focused Dynamic Growth Fund Quote
| ACFSX Fund | USD 73.41 0.81 1.09% |
Performance20 of 100
| Odds Of DistressLess than 17
|
Focused Dynamic is trading at 73.41 as of the 12th of December 2024; that is 1.09 percent down since the beginning of the trading day. The fund's open price was 74.22. Focused Dynamic 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. The performance scores are derived for the period starting the 23rd of December 2022 and ending today, the 12th of December 2024. Click here to learn more.
The portfolio managers look for stocks of early and rapid stage growth companies they believe will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. More on Focused Dynamic Growth
Moving together with Focused Mutual Fund
| 0.93 | TWCGX | Growth Fund Investor | PairCorr |
| 0.74 | TWBIX | Balanced Fund Investor | PairCorr |
| 0.66 | TWEIX | Equity Income | PairCorr |
| 0.95 | TWCUX | Ultra Fund Investor | PairCorr |
Moving against Focused Mutual Fund
Focused Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Growth Funds, Large Growth, American Century Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | July |
Focused Dynamic Growth [ACFSX] is traded in USA and was established 12th of December 2024. Focused Dynamic is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of American Century Investments family. This fund presently has accumulated 1.72 B in assets under management (AUM) with minimum initial investment of 5 M. Focused Dynamic Growth is currently producing year-to-date (YTD) return of 47.21%, while the total return for the last 3 years was 8.37%.
Check Focused Dynamic 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 Focused 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 Focused 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 Focused Dynamic Growth 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 Focused Dynamic Growth Mutual Fund Constituents
| REGN | Regeneron Pharmaceuticals | Stock | Health Care | |
| STZ | Constellation Brands Class | Stock | Consumer Staples | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| SPLK | Splunk Inc | Stock | Information Technology | |
| ISRG | Intuitive Surgical | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Focused Dynamic Growth Risk Profiles
| Mean Deviation | 0.8586 | |||
| Semi Deviation | 0.623 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.39 |
Focused Dynamic Against Markets
Other Information on Investing in Focused Mutual Fund
Focused Dynamic financial ratios help investors to determine whether Focused 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 Focused with respect to the benefits of owning Focused Dynamic security.
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