Americafirst Defensive Growth Fund Quote
| DGQIX Fund | USD 9.32 0.00 0.00% |
PerformanceGood
| Odds Of DistressLow
|
Americafirst Defensive is trading at 9.32 as of the 25th of March 2025; that is No Change since the beginning of the trading day. The fund's open price was 9.32. Americafirst Defensive has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in bonds. It will define bonds as debt instruments and exchange-traded funds that primarily invest in debt instruments, as well as forwards, options, options on futures, futures, and swaps on the preceding.. More on Americafirst Defensive Growth
Moving against Americafirst Mutual Fund
Americafirst Mutual Fund Highlights
| Fund Concentration | AmericaFirst Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, AmericaFirst Funds, Large, Long-Short Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | December |
Americafirst Defensive Growth [DGQIX] is traded in USA and was established 25th of March 2025. Americafirst Defensive is listed under AmericaFirst Funds category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of AmericaFirst Funds family. This fund currently has accumulated 1.13 M in assets under management (AUM) with minimum initial investment of 1000 K. Americafirst Defensive is currently producing year-to-date (YTD) return of 1.56%, while the total return for the last 3 years was 1.98%.
Check Americafirst Defensive 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 Americafirst 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 Americafirst 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 Americafirst Defensive 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 Americafirst Defensive Growth Mutual Fund Constituents
| DXCM | DexCom Inc | Stock | Health Care | |
| AL | Air Lease | Stock | Industrials | |
| SH | ProShares Short SP500 | Etf | Trading--Inverse Equity | |
| TDY | Teledyne Technologies Incorporated | Stock | Information Technology | |
| PDCO | Patterson Companies | Stock | Health Care | |
| PFE | Pfizer Inc | Stock | Health Care | |
| DAR | Darling Ingredients | Stock | Consumer Staples | |
| TDG | Transdigm Group Incorporated | Stock | Industrials |
Americafirst Defensive Risk Profiles
| Mean Deviation | 0.1465 | |||
| Semi Deviation | 0.1331 | |||
| Standard Deviation | 0.2163 | |||
| Variance | 0.0468 |
Americafirst Defensive Against Markets
Other Information on Investing in Americafirst Mutual Fund
Americafirst Defensive financial ratios help investors to determine whether Americafirst 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 Americafirst with respect to the benefits of owning Americafirst Defensive security.
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