Salient Adaptive Equity Fund Quote
| ACSIX Fund | USD 11.47 0.02 0.17% |
Performance20 of 100
| Odds Of DistressLess than 16
|
Salient Adaptive is trading at 11.47 as of the 14th of December 2024; that is 0.17 percent down since the beginning of the trading day. The fund's open price was 11.49. Salient Adaptive 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. The performance scores are derived for the period starting the 14th of November 2024 and ending today, the 14th of December 2024. Click here to learn more.
Under normal market conditions, the Advisor intends to primarily invest at least 75 percent of its net assets in income producing investments and leveraged loans. The Advisor intends to invest in debt securities, leveraged loans, equity and equity-linked securities and obligations of the U.S. More on Salient Adaptive Equity
Moving together with Salient Mutual Fund
| 0.76 | BHYCX | Blackrock Hi Yld | PairCorr |
| 0.72 | BHYIX | Blackrock High Yield | PairCorr |
| 0.74 | BHYSX | Blackrock Hi Yld | PairCorr |
Moving against Salient Mutual Fund
Salient Mutual Fund Highlights
| Fund Concentration | Arena Capital Funds, Large Funds, High Yield Bond Funds, High Yield Bond, Arena Capital (View all Sectors) |
| Update Date | 31st of December 2024 |
Salient Adaptive Equity [ACSIX] is traded in USA and was established 14th of December 2024. Salient Adaptive is listed under Arena Capital category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Arena Capital family. This fund presently has accumulated 5.3 M in assets under management (AUM) with minimum initial investment of 2.5 K. Salient Adaptive Equity is currently producing year-to-date (YTD) return of 9.85% with the current yeild of 0.08%, while the total return for the last 3 years was 22.06%.
Check Salient Adaptive 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 Salient 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 Salient 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 Salient Adaptive 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 Salient Adaptive Equity Mutual Fund Constituents
| XLV | Health Care Select | Etf | Health | |
| VGT | Vanguard Information Technology | Etf | Technology | |
| XLY | Consumer Discretionary Select | Etf | Consumer Cyclical | |
| XLE | Energy Select Sector | Etf | Equity Energy | |
| XLU | Utilities Select Sector | Etf | Utilities | |
| XLF | Financial Select Sector | Etf | Financial | |
| XLB | Materials Select Sector | Etf | Natural Resources | |
| VIS | Vanguard Industrials Index | Etf | Industrials |
Salient Adaptive Equity Risk Profiles
| Mean Deviation | 0.133 | |||
| Standard Deviation | 0.1867 | |||
| Variance | 0.0349 | |||
| Downside Variance | 0.059 |
Salient Adaptive Against Markets
Other Information on Investing in Salient Mutual Fund
Salient Adaptive financial ratios help investors to determine whether Salient 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 Salient with respect to the benefits of owning Salient Adaptive security.
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| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |