Braddock Multi Strategy Income Fund Quote
| BDKCX Fund | USD 6.60 0.01 0.15% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Braddock Multi-strategy is trading at 6.60 as of the 3rd of December 2024; that is 0.15 percent up since the beginning of the trading day. The fund's open price was 6.59. Braddock Multi-strategy 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. Equity ratings for Braddock Multi Strategy Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of November 2024 and ending today, the 3rd of December 2024. Click here to learn more.
Under normal market conditions, the fund will pursue its investment strategy by investing primarily in securitized products, which represent interests in pools of assets, including securities backed by residential real estate, commercial real estate, corporate debt, and loans, and consumer and commercial assets. More on Braddock Multi Strategy Income
Moving together with Braddock Mutual Fund
| 0.95 | BDKNX | Braddock Multi Strategy | PairCorr |
| 0.79 | RBNAX | Robinson Opportunistic | PairCorr |
| 0.78 | RBNCX | Robinson Opportunistic | PairCorr |
Moving against Braddock Mutual Fund
Braddock Mutual Fund Highlights
| Fund Concentration | Liberty Street Funds, Large Blend Funds, Multisector Bond Funds, Multisector Bond, Liberty Street, Large Blend, Multisector Bond (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Braddock Multi Strategy Income [BDKCX] is traded in USA and was established 3rd of December 2024. Braddock Multi-strategy is listed under Liberty Street category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Liberty Street family. This fund currently has accumulated 161.89 M in assets under management (AUM) with no minimum investment requirementsBraddock Multi Strategy is currently producing year-to-date (YTD) return of 8.28% with the current yeild of 0.0%, while the total return for the last 3 years was 1.7%.
Check Braddock Multi-strategy 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 Braddock 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 Braddock 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 Braddock Multi Strategy 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.
Braddock Multi Strategy Risk Profiles
| Mean Deviation | 0.113 | |||
| Standard Deviation | 0.1509 | |||
| Variance | 0.0228 | |||
| Downside Variance | 0.0428 |
Braddock Multi-strategy Against Markets
Other Information on Investing in Braddock Mutual Fund
Braddock Multi-strategy financial ratios help investors to determine whether Braddock 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 Braddock with respect to the benefits of owning Braddock Multi-strategy security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |