Cornerstone Advisors Real Fund Quote
| CAREX Fund | USD 16.58 0.09 0.54% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Cornerstone Advisors is trading at 16.58 as of the 11th of December 2024; that is 0.54 percent down since the beginning of the trading day. The fund's open price was 16.67. Cornerstone Advisors has about a 21 % 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 20th of July 2023 and ending today, the 11th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of companies that demonstrate a commitment to sustainability solutions. It may invest in equity securities issued by companies of any market capitalization located throughout the world, including the U.S.. More on Cornerstone Advisors Real
Moving together with Cornerstone Mutual Fund
Cornerstone Mutual Fund Highlights
| Fund Concentration | Domini Funds, Large Growth Funds, World Small/Mid Stock Funds, World Small/Mid Stock, Domini (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of November 2022 |
| Fiscal Year End | July |
Cornerstone Advisors Real [CAREX] is traded in USA and was established 11th of December 2024. Cornerstone Advisors is listed under Domini category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Domini family. This fund currently has accumulated 32.26 M in assets under management (AUM) with no minimum investment requirementsCornerstone Advisors Real is currently producing year-to-date (YTD) return of 17.29% with the current yeild of 0.0%, while the total return for the last 3 years was -0.5%.
Check Cornerstone Advisors 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 Cornerstone 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 Cornerstone 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 Cornerstone Advisors Real 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 Cornerstone Advisors Real Mutual Fund Constituents
| EPD | Enterprise Products Partners | Stock | Energy | |
| OKE | ONEOK Inc | Stock | Energy | |
| WES | Western Midstream Partners | Stock | Energy | |
| ET | Energy Transfer LP | Stock | Energy | |
| AMRC | Ameresco | Stock | Industrials | |
| ZM | Zoom Video Communications | Stock | Information Technology | |
| WMB | Williams Companies | Stock | Energy | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Cornerstone Advisors Real Risk Profiles
| Mean Deviation | 0.6272 | |||
| Semi Deviation | 0.728 | |||
| Standard Deviation | 0.7667 | |||
| Variance | 0.5878 |
Cornerstone Advisors Against Markets
Other Information on Investing in Cornerstone Mutual Fund
Cornerstone Advisors financial ratios help investors to determine whether Cornerstone 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 Cornerstone with respect to the benefits of owning Cornerstone Advisors security.
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