Balter Invenomic Fund Quote

BIVIX Fund  USD 17.94  0.12  0.66%   

Performance

OK

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Balter Invenomic is trading at 17.94 as of the 22nd of March 2025; that is 0.66 percent down since the beginning of the trading day. The fund's open price was 18.06. Balter Invenomic 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 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund invests primarily in both long and short positions in equity securities principally traded in United States markets. Invenomic Fund is traded on NASDAQ Exchange in the United States. More on Balter Invenomic Fund

Moving together with Balter Mutual Fund

  1.0BIVRX Balter InvenomicPairCorr

Moving against Balter Mutual Fund

  0.76VSMPX Vanguard Total StockPairCorr
  0.76VSTSX Vanguard Total StockPairCorr
  0.76VITSX Vanguard Total StockPairCorr
  0.75VFIAX Vanguard 500 IndexPairCorr
  0.69ASLAX Ab Select LongshortPairCorr
  0.66VTSAX Vanguard Total StockPairCorr

Balter Mutual Fund Highlights

Fund ConcentrationInvenomic Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Invenomic (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Balter Invenomic Fund [BIVIX] is traded in USA and was established 22nd of March 2025. Balter Invenomic is listed under Invenomic category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Invenomic family. This fund currently has accumulated 1.4 B in assets under management (AUM) with no minimum investment requirementsBalter Invenomic is currently producing year-to-date (YTD) return of 3.41% with the current yeild of 0.04%, while the total return for the last 3 years was 7.69%.
Check Balter Invenomic Probability Of Bankruptcy

Instrument Allocation

Top Balter Invenomic Fund Mutual Fund Constituents

USFDUS Foods HoldingStockConsumer Staples
CGNXCognexStockInformation Technology
HRBHR BlockStockConsumer Discretionary
LKQLKQ CorporationStockConsumer Discretionary
AVDAmerican VanguardStockMaterials
FFIVF5 NetworksStockInformation Technology
HCAHCA HoldingsEtfHealth Care
EMNEastman ChemicalStockMaterials
More Details

Balter Invenomic Risk Profiles

Balter Invenomic Against Markets

Other Information on Investing in Balter Mutual Fund

Balter Invenomic financial ratios help investors to determine whether Balter 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 Balter with respect to the benefits of owning Balter Invenomic security.
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