Spectrum Fund Retail Fund Quote
| FLSPX Fund | USD 14.10 0.13 0.93% |
PerformanceVery Weak
| Odds Of DistressLow
|
Spectrum Fund is trading at 14.10 as of the 17th of February 2025; that is 0.93 percent up since the beginning of the trading day. The fund's open price was 13.97. Spectrum Fund 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 18th of January 2025 and ending today, the 17th of February 2025. Click here to learn more.
The fund seeks to achieve its investment objective by taking long and short positions in the global securities markets. It primarily invests long in common and preferred stocks and in investment companies , which include domestic and foreign mutual funds, as well as in exchange traded funds , closed-end funds, and unit investment trusts. More on Spectrum Fund Retail
Moving together with Spectrum Mutual Fund
Spectrum Mutual Fund Highlights
| Fund Concentration | Meeder Funds, Large Blend Funds, Long-Short Equity Funds, Long-Short Equity, Meeder Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Spectrum Fund Retail [FLSPX] is traded in USA and was established 17th of February 2025. Spectrum Fund is listed under Meeder Funds category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Meeder Funds family. This fund currently has accumulated 191.97 M in assets under management (AUM) with no minimum investment requirementsSpectrum Fund Retail is currently producing year-to-date (YTD) return of 3.83% with the current yeild of 0.01%, while the total return for the last 3 years was 9.05%.
Check Spectrum Fund 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 Spectrum 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 Spectrum 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 Spectrum Fund Retail 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 Spectrum Fund Retail Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| PFE | Pfizer Inc | Stock | Health Care | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| VLO | Valero Energy | Stock | Energy | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Spectrum Fund Retail Risk Profiles
| Mean Deviation | 0.6928 | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.54 | |||
| Risk Adjusted Performance | (0.05) |
Spectrum Fund Against Markets
Other Information on Investing in Spectrum Mutual Fund
Spectrum Fund financial ratios help investors to determine whether Spectrum 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 Spectrum with respect to the benefits of owning Spectrum Fund security.
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