Balter Invenomic Fund Quote

BIVRX Fund  USD 17.68  0.08  0.45%   

Performance

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Weak
 
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Odds Of Distress

Low

 
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Low
Balter Invenomic is trading at 17.68 as of the 21st of March 2025; that is 0.45 percent down since the beginning of the trading day. The fund's open price was 17.76. 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 21st of December 2024 and ending today, the 21st 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

  1.0BIVIX Balter InvenomicPairCorr

Moving against Balter Mutual Fund

  0.87VTSAX Vanguard Total StockPairCorr
  0.87VTSMX Vanguard Total StockPairCorr
  0.87VSMPX Vanguard Total StockPairCorr
  0.87VSTSX Vanguard Total StockPairCorr
  0.87VITSX Vanguard Total StockPairCorr
  0.85VFIAX Vanguard 500 IndexPairCorr

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 [BIVRX] is traded in USA and was established 21st 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 3.36% with the current yeild of 0.04%, while the total return for the last 3 years was 7.41%.
Check Balter Invenomic Probability Of Bankruptcy

Instrument Allocation

Top Balter Invenomic Fund Mutual Fund Constituents

FDXFedExStockIndustrials
BDCBelden IncStockInformation Technology
LRNStride IncStockConsumer Discretionary
HLNEHamilton LaneStockFinancials
TATT IncStockCommunication Services
UNFIUnited Natural FoodsStockConsumer Staples
UGIUGI CorporationStockUtilities
TZOOTravelzooStockCommunication Services
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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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Pair Correlation
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