The Eafe Pure Fund Quote
| BGPKX Fund | USD 13.17 0.22 1.70% |
PerformanceModest
| Odds Of DistressLow
|
Eafe Pure is trading at 13.17 as of the 17th of March 2025; that is 1.70 percent up since the beginning of the trading day. The fund's open price was 12.95. Eafe Pure 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. The performance scores are derived for the period starting the 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in common stocks and other equity securities of companies whose principal activities are in developed markets in Europe, Australasia andor the Far East. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. More on The Eafe Pure
Moving together with Eafe Mutual Fund
Eafe Mutual Fund Highlights
| Fund Concentration | Baillie Gifford Funds, Large Growth Funds, Foreign Large Growth Funds, Foreign Large Growth, Baillie Gifford Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
The Eafe Pure [BGPKX] is traded in USA and was established 17th of March 2025. Eafe Pure is listed under Baillie Gifford Funds category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of Baillie Gifford Funds family. This fund currently has accumulated 475.95 M in assets under management (AUM) with no minimum investment requirementsEafe Pure is currently producing year-to-date (YTD) return of 6.9% with the current yeild of 0.02%, while the total return for the last 3 years was 2.03%.
Check Eafe Pure 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 Eafe 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 Eafe 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 The Eafe Pure 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 The Eafe Pure Mutual Fund Constituents
| KAOCF | Kao Corporation | Pink Sheet | Household & Personal Products | |
| IVSBF | Investor AB ser | Pink Sheet | Asset Management | |
| MSADF | MSAD Insurance Group | Pink Sheet | Insurance—Property & Casualty | |
| SVNLF | Svenska Handelsbanken AB | Pink Sheet | Banks—Diversified | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| CFR | CullenFrost Bankers | Stock | Financials | |
| MTD | Mettler Toledo International | Stock | Health Care | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods |
Eafe Pure Risk Profiles
| Mean Deviation | 0.7479 | |||
| Semi Deviation | 0.9516 | |||
| Standard Deviation | 0.976 | |||
| Variance | 0.9526 |
Eafe Pure Against Markets
Other Information on Investing in Eafe Mutual Fund
Eafe Pure financial ratios help investors to determine whether Eafe 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 Eafe with respect to the benefits of owning Eafe Pure security.
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |