Essex Environmental Opportunities Fund Quote
| EEOFX Fund | USD 14.19 0.07 0.49% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Essex Environmental is trading at 14.19 as of the 29th of November 2024; that is 0.49 percent down since the beginning of the trading day. The fund's open price was 14.26. Essex Environmental 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 Essex Environmental Opportunities 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.
Under normal market conditions, fund invests at least 80 percent of its net assets in equity securities of clean-tech companies. A clean-tech company is a company that the funds sub-adviser believes provides leading technology solutions to solve environmental challenges, primarily focusing on climate change. More on Essex Environmental Opportunities
Moving together with Essex Mutual Fund
| 1.0 | GEORX | Pear Tree Essex | PairCorr |
| 1.0 | GEOSX | Essex Environmental | PairCorr |
| 0.87 | USBOX | Pear Tree Quality | PairCorr |
| 0.77 | USBNX | Pear Tree Polaris | PairCorr |
| 0.77 | QBNAX | Pear Tree Polaris | PairCorr |
Moving against Essex Mutual Fund
Essex Mutual Fund Highlights
| Fund Concentration | Pear Tree Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Pear Tree Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | August |
Essex Environmental Opportunities [EEOFX] is traded in USA and was established 29th of November 2024. Essex Environmental is listed under Pear Tree Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Pear Tree Funds family. This fund currently has accumulated 75.55 M in assets under management (AUM) with no minimum investment requirementsEssex Environmental is currently producing year-to-date (YTD) return of 9.91%, while the total return for the last 3 years was -11.35%.
Check Essex Environmental 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 Essex 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 Essex 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 Essex Environmental Opportunities 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 Essex Environmental Opportunities Mutual Fund Constituents
| BMI | Badger Meter | Stock | Information Technology | |
| MP | MP Materials Corp | Stock | Materials | |
| ST | Sensata Technologies Holding | Stock | Industrials | |
| ENPH | Enphase Energy | Stock | Information Technology | |
| MWA | Mueller Water Products | Stock | Industrials | |
| NOVA | Sunnova Energy International | Stock | Utilities | |
| XYL | Xylem Inc | Stock | Industrials | |
| ITRI | Itron Inc | Stock | Information Technology |
Essex Environmental Risk Profiles
| Mean Deviation | 0.9544 | |||
| Semi Deviation | 1.15 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.36 |
Essex Environmental Against Markets
Other Information on Investing in Essex Mutual Fund
Essex Environmental financial ratios help investors to determine whether Essex 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 Essex with respect to the benefits of owning Essex Environmental security.
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |