Greenspring Fund is trading at 24.26 as of the 22nd of March 2025; that is 0.57 percent decrease since the beginning of the trading day. The fund's open price was 24.4. Greenspring Fund 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 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund primarily invests in equity securities its investment sub-adviser, believes are undervalued at the time of purchase and have the potential to provide capital appreciation, income, or a combination of both. Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of mid-sized capitalization U.S. More on Greenspring Fund Retail
Greenspring Fund Retail [GRSPX] is traded in USA and was established 22nd of March 2025. Greenspring Fund is listed under Greenspring category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Greenspring family. This fund currently has accumulated 122.01 M in assets under management (AUM) with minimum initial investment of 2.5 K. Greenspring Fund Retail is currently producing year-to-date (YTD) return of 2.46% with the current yeild of 0.0%, while the total return for the last 3 years was 6.2%.
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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 Greenspring 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 Greenspring 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 Greenspring 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 Greenspring Fund Retail Mutual Fund Constituents
Other Information on Investing in Greenspring Mutual Fund
Greenspring Fund financial ratios help investors to determine whether Greenspring 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 Greenspring with respect to the benefits of owning Greenspring Fund security.