Enterprise Mergers And Fund Quote
| EMAYX Fund | USD 16.41 0.13 0.80% |
PerformanceVery Weak
| Odds Of DistressLow
|
Enterprise Mergers is trading at 16.41 as of the 1st of March 2025; that is 0.80% up since the beginning of the trading day. The fund's open price was 16.28. Enterprise Mergers has about a 21 % 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 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
The advisor intends to invest primarily in equity securities of companies believed to be likely acquisition targets within twelve to eighteen months. The fund also may engage in arbitrage transactions by investing in the equity securities of companies that are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations, and other corporate reorganizations. More on Enterprise Mergers And
Moving together with Enterprise Mutual Fund
Enterprise Mutual Fund Highlights
| Fund Concentration | Gabelli Funds, Large Funds, Event Driven Funds, Event Driven, Gabelli (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Enterprise Mergers And [EMAYX] is traded in USA and was established 1st of March 2025. Enterprise Mergers is listed under Gabelli category by Fama And French industry classification. The fund is listed under Event Driven category and is part of Gabelli family. This fund currently has accumulated 60.26 M in assets under management (AUM) with minimum initial investment of 500 K. Enterprise Mergers And is currently producing year-to-date (YTD) return of 3.19% with the current yeild of 0.02%, while the total return for the last 3 years was 3.92%.
Check Enterprise Mergers 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 Enterprise 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 Enterprise 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 Enterprise Mergers And 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 Enterprise Mergers And Mutual Fund Constituents
| USG | USCF Gold Strategy | Etf | Commodities Focused | |
| DNB | Dun Bradstreet Holdings | Stock | Industrials | |
| FOX | Fox Corp Class | Stock | Communication Services | |
| HXL | Hexcel | Stock | Industrials | |
| VAL | Valaris | Stock | Energy | |
| USM | United States Cellular | Stock | Communication Services | |
| TMUS | T Mobile | Stock | Communication Services | |
| MYE | Myers Industries | Stock | Materials |
Enterprise Mergers And Risk Profiles
| Mean Deviation | 0.4744 | |||
| Standard Deviation | 0.6958 | |||
| Variance | 0.4841 | |||
| Risk Adjusted Performance | (0.03) |
Enterprise Mergers Against Markets
Other Information on Investing in Enterprise Mutual Fund
Enterprise Mergers financial ratios help investors to determine whether Enterprise 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 Enterprise with respect to the benefits of owning Enterprise Mergers security.
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