Chautauqua Global Growth Fund Quote
| CCGSX Fund | USD 24.56 0.08 0.33% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Chautauqua Global is trading at 24.56 as of the 29th of November 2024; that is 0.33 percent up since the beginning of the trading day. The fund's open price was 24.48. Chautauqua Global 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. Equity ratings for Chautauqua Global Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of August 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests primarily in equity securities of both U.S. and non-U.S. companies with medium to large market capitalizations . It will invest at least 40 percent of its total assets at the time of purchase in non-U.S. companies. The fund will normally be diversified among at least three different countries, including the United States. More on Chautauqua Global Growth
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Chautauqua Mutual Fund Highlights
| Fund Concentration | Baird Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Baird (View all Sectors) |
| Update Date | 30th of September 2024 |
Chautauqua Global Growth [CCGSX] is traded in USA and was established 29th of November 2024. Chautauqua Global is listed under Baird category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Baird family. This fund currently has accumulated 44.47 M in assets under management (AUM) with no minimum investment requirementsChautauqua Global Growth is currently producing year-to-date (YTD) return of 18.49% with the current yeild of 0.0%, while the total return for the last 3 years was 2.6%.
Check Chautauqua Global 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 Chautauqua 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 Chautauqua 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 Chautauqua Global Growth 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 Chautauqua Global Growth Mutual Fund Constituents
| AMS | American Shared Hospital | Stock | Health Care | |
| KYCCF | Keyence | Pink Sheet | Scientific & Technical Instruments | |
| NVDA | NVIDIA | Stock | Information Technology | |
| OLED | Universal Display | Stock | Information Technology | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| PANW | Palo Alto Networks | Stock | Information Technology | |
| GEN | Gen Digital | Stock | Information Technology | |
| TMNSF | Temenos AG | Pink Sheet | Software—Application |
Chautauqua Global Growth Risk Profiles
| Mean Deviation | 0.6646 | |||
| Semi Deviation | 0.8564 | |||
| Standard Deviation | 0.8846 | |||
| Variance | 0.7826 |
Chautauqua Global Against Markets
Other Information on Investing in Chautauqua Mutual Fund
Chautauqua Global financial ratios help investors to determine whether Chautauqua 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 Chautauqua with respect to the benefits of owning Chautauqua Global security.
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