Commonwealth Global Fund Quote
| CNGLX Fund | USD 19.72 0.05 0.25% |
PerformanceVery Weak
| Odds Of DistressLow
|
Commonwealth Global is trading at 19.72 as of the 23rd of March 2025; that is 0.25 percent decrease since the beginning of the trading day. The fund's open price was 19.77. Commonwealth Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund invests primarily in U.S. and foreign equity securities and in debt securities. Its investments may include issuers of any market capitalization. Although the fund can invest in companies from any country, it generally focuses on established companies in countries with developed economies. More on Commonwealth Global Fund
Moving together with Commonwealth Mutual Fund
Commonwealth Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Commonwealth Intl Series Tr Funds, Large Blend Funds, World Large-Stock Blend Funds, World Allocation Funds, Hybrid Mix Funds, Large Blend Funds, World Large-Stock Blend, Commonwealth Intl Series Tr, Large Blend, World Large-Stock Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Commonwealth Global Fund [CNGLX] is traded in USA and was established 23rd of March 2025. Commonwealth Global is listed under Commonwealth Intl Series Tr category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Commonwealth Intl Series Tr family. The entity is thematically classified as World Allocation Funds. This fund currently has accumulated 16.49 M in assets under management (AUM) with minimum initial investment of 200. Commonwealth Global is currently producing year-to-date (YTD) return of 0.84%, while the total return for the last 3 years was 2.71%.
Check Commonwealth 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 Commonwealth 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 Commonwealth 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 Commonwealth Global Fund 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 Commonwealth Global Fund Mutual Fund Constituents
| BRDCY | Bridgestone Corp ADR | Pink Sheet | Auto Parts | |
| WFC | Wells Fargo | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| DIS | Walt Disney | Stock | Communication Services | |
| GPI | Group 1 Automotive | Stock | Consumer Discretionary | |
| MLR | Miller Industries | Stock | Industrials | |
| NICE | Nice Ltd ADR | Stock | Information Technology | |
| NSC | Norfolk Southern | Stock | Industrials |
Commonwealth Global Risk Profiles
| Mean Deviation | 0.6668 | |||
| Standard Deviation | 0.9131 | |||
| Variance | 0.8337 | |||
| Risk Adjusted Performance | (0.13) |
Commonwealth Global Against Markets
Other Information on Investing in Commonwealth Mutual Fund
Commonwealth Global financial ratios help investors to determine whether Commonwealth 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 Commonwealth with respect to the benefits of owning Commonwealth Global security.
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