Acclivity Mid Cap Fund Quote
| AXMIX Fund | USD 15.67 0.03 0.19% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Acclivity Mid is trading at 15.67 as of the 18th of January 2025; that is 0.19 percent increase since the beginning of the trading day. The fund's open price was 15.64. Acclivity Mid has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
Under normal market conditions, the adviser is expected to hold approximately 300 different stocks, where no individual issuer represents more than 5 percent of the portfolio total value. The adviser defines a mid-capitalization company as any company that is neither in the highest 80 percent of U.S. More on Acclivity Mid Cap
Moving together with Acclivity Mutual Fund
Acclivity Mutual Fund Highlights
| Fund Concentration | Innealta Capital Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Innealta Capital (View all Sectors) |
| Update Date | 31st of December 2024 |
Acclivity Mid Cap [AXMIX] is traded in USA and was established 18th of January 2025. Acclivity Mid is listed under Innealta Capital category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Innealta Capital family. This fund presently has accumulated 88.63 K in assets under management (AUM) with no minimum investment requirementsAcclivity Mid Cap is currently producing year-to-date (YTD) return of 3.23% with the current yeild of 0.01%, while the total return for the last 3 years was 8.3%.
Check Acclivity Mid 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 Acclivity 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 Acclivity 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 Acclivity Mid Cap 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 Acclivity Mid Cap Mutual Fund Constituents
| L | Loews Corp | Stock | Financials | |
| WRB | W R Berkley | Stock | Financials | |
| WHR | Whirlpool | Stock | Consumer Discretionary | |
| UHS | Universal Health Services | Stock | Health Care | |
| TTD | Trade Desk | Stock | Information Technology | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary | |
| TER | Teradyne | Stock | Information Technology | |
| SYF | Synchrony Financial | Stock | Financials |
Acclivity Mid Cap Risk Profiles
| Mean Deviation | 0.6656 | |||
| Standard Deviation | 0.9531 | |||
| Variance | 0.9083 | |||
| Risk Adjusted Performance | (0.01) |
Acclivity Mid Against Markets
Other Information on Investing in Acclivity Mutual Fund
Acclivity Mid financial ratios help investors to determine whether Acclivity 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 Acclivity with respect to the benefits of owning Acclivity Mid security.
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