Morningstar Balanced Etf Fund
| BETFX Fund | USD 11.21 0.02 0.18% |
PerformanceVery Weak
| Odds Of DistressLow
|
Morningstar Balanced is trading at 11.21 as of the 22nd of March 2025; that is 0.18 percent decrease since the beginning of the trading day. The fund's open price was 11.23. Morningstar Balanced has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
Morningstar Balanced is entity of United States. It is traded as Fund on NMFQS exchange. More on Morningstar Balanced Etf
Moving together with Morningstar Mutual Fund
Morningstar Mutual Fund Highlights
| Fund Concentration | null, null (View all Sectors) |
| Update Date | 31st of March 2025 |
Morningstar Balanced Etf [BETFX] is traded in USA and was established 22nd of March 2025. The fund is listed under null category and is part of null family. This fund currently has accumulated 215.23 M in assets under management (AUM) with no minimum investment requirementsMorningstar Balanced Etf is currently producing year-to-date (YTD) return of 10.92% with the current yeild of 1.32%, while the total return for the last 3 years was 13.68%.
Check Morningstar Balanced Probability Of Bankruptcy
Instrument Allocation
Morningstar Balanced Etf Risk Profiles
| Mean Deviation | 0.4459 | |||
| Standard Deviation | 0.5838 | |||
| Variance | 0.3408 | |||
| Risk Adjusted Performance | (0.04) |
Morningstar Balanced Against Markets
Other Information on Investing in Morningstar Mutual Fund
Morningstar Balanced financial ratios help investors to determine whether Morningstar 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 Morningstar with respect to the benefits of owning Morningstar Balanced security.
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