Essex Environmental is trading at 13.01 as of the 26th of March 2025; that is 0.15 percent down since the beginning of the trading day. The fund's open price was 13.03. Essex Environmental 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 26th of December 2024 and ending today, the 26th of March 2025. 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
Essex Environmental Opportunities [GEOSX] is traded in USA and was established 26th of March 2025. Essex Environmental is listed under Pear Tree Funds category by Fama And French industry classification. The fund is listed under World Small/Mid Stock 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 1.95%, while the total return for the last 3 years was -7.06%.
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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
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.