Blue Current is trading at 16.48 as of the 20th of March 2025; that is 0.54 percent down since the beginning of the trading day. The fund's open price was 16.57. Blue Current has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities that either have paid a dividend in the 12 months prior to purchase, or are expected by the Adviser to pay a dividend within 12 months following the funds purchase of the security. More on Blue Current Global
Blue Current Global [BCGDX] is traded in USA and was established 20th of March 2025. Blue Current is listed under Blue Current Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Blue Current Funds family. This fund currently has accumulated 60.1 M in assets under management (AUM) with minimum initial investment of 100 K. Blue Current Global is currently producing year-to-date (YTD) return of 4.82% with the current yeild of 0.02%, while the total return for the last 3 years was 11.56%.
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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 Blue 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 Blue 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 Blue Current Global 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 Blue Mutual Fund
Blue Current financial ratios help investors to determine whether Blue 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 Blue with respect to the benefits of owning Blue Current security.