Beck Mack Oliver Fund Quote
| BMPEX Fund | USD 26.80 0.29 1.09% |
Performance9 of 100
| Odds Of DistressLess than 18
|
Beck Mack is trading at 26.80 as of the 5th of January 2025; that is 1.09 percent increase since the beginning of the trading day. The fund's open price was 26.51. Beck Mack has less than a 18 % 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 6th of November 2024 and ending today, the 5th of January 2025. Click here to learn more.
The fund invests primarily in a portfolio of common stocks and securities convertible into or exercisable for common stocks issued by companies of any size, but it may also invest in preferred stocks and fixed, variable and floating rate fixed-income securities such as investment grade notes, bonds and debentures. More on Beck Mack Oliver
Moving together with Beck Mutual Fund
Beck Mutual Fund Highlights
| Fund Concentration | Beck, Mack & Oliver Funds, Large Funds, Large Blend Funds, Large Blend, Beck, Mack & Oliver, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Beck Mack Oliver [BMPEX] is traded in USA and was established 5th of January 2025. Beck Mack is listed under Beck, Mack & Oliver category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Beck, Mack & Oliver family. This fund currently has accumulated 55.27 M in assets under management (AUM) with minimum initial investment of 2.5 K. Beck Mack Oliver is currently producing year-to-date (YTD) return of 21.77% with the current yeild of 0.0%, while the total return for the last 3 years was 8.39%.
Check Beck Mack 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 Beck 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 Beck 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 Beck Mack Oliver 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 Beck Mack Oliver Mutual Fund Constituents
| GILD | Gilead Sciences | Stock | Health Care | |
| WMS | Advanced Drainage Systems | Stock | Industrials | |
| APO | Apollo Global Management | Stock | Financials | |
| WAB | Westinghouse Air Brake | Stock | Industrials | |
| TEVA | Teva Pharma Industries | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| LUMN | Lumen Technologies | Stock | Communication Services | |
| LH | Laboratory of | Stock | Health Care |
Beck Mack Oliver Risk Profiles
| Mean Deviation | 0.7346 | |||
| Semi Deviation | 0.9426 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.09 |
Beck Mack Against Markets
Other Information on Investing in Beck Mutual Fund
Beck Mack financial ratios help investors to determine whether Beck 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 Beck with respect to the benefits of owning Beck Mack security.
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