Aambahl Gaynor Income Fund Quote

AFNIX Fund  USD 27.12  0.10  0.37%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Aambahl Gaynor is trading at 27.12 as of the 2nd of December 2024; that is 0.37 percent decrease since the beginning of the trading day. The fund's open price was 27.22. Aambahl Gaynor has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Aambahl Gaynor Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of June 2024 and ending today, the 2nd of December 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its assets plus borrowings for investment purposes in equity securities, primarily common stock, of companies that have historically paid dividends and have strong dividend policies. More on Aambahl Gaynor Income

Moving together with Aambahl Mutual Fund

  1.0AFNAX Aambahl Gaynor IncomePairCorr
  1.0AFYCX Aambahl Gaynor IncomePairCorr

Moving against Aambahl Mutual Fund

  0.38CPUCX Aam Select IncomePairCorr
  0.36CPUAX Aam Select IncomePairCorr
  0.36CPUYX Aaminsight Select IncomePairCorr
  0.35CPUIX Aam Select IncomePairCorr

Aambahl Mutual Fund Highlights

Fund ConcentrationAAM Funds, Large Value Funds, Large Blend Funds, Large Blend, AAM (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Aambahl Gaynor Income [AFNIX] is traded in USA and was established 2nd of December 2024. Aambahl Gaynor is listed under AAM category by Fama And French industry classification. The fund is listed under Large Blend category and is part of AAM family. This fund presently has accumulated 1.97 B in assets under management (AUM) with minimum initial investment of 25 K. Aambahl Gaynor Income is currently producing year-to-date (YTD) return of 19.94% with the current yeild of 0.02%, while the total return for the last 3 years was 6.53%.
Check Aambahl Gaynor 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 Aambahl 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 Aambahl 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 Aambahl Gaynor Income 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 Aambahl Gaynor Income Mutual Fund Constituents

ABBVAbbVie IncStockHealth Care
AMGNAmgen IncStockHealth Care
TXNTexas Instruments IncorporatedStockInformation Technology
TFCTruist Financial CorpStockFinancials
SBUXStarbucksStockConsumer Discretionary
PEPPepsiCoStockConsumer Staples
NEENextera EnergyStockUtilities
MSFTMicrosoftStockInformation Technology
More Details

Aambahl Gaynor Income Risk Profiles

Aambahl Gaynor Against Markets

Other Information on Investing in Aambahl Mutual Fund

Aambahl Gaynor financial ratios help investors to determine whether Aambahl 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 Aambahl with respect to the benefits of owning Aambahl Gaynor security.
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