Hedgerow Income is trading at 12.35 as of the 29th of December 2024; that is 0.72 percent down since the beginning of the trading day. The fund's open price was 12.44. Hedgerow Income has about a 23 % 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. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of December 2024. Click here to learn more.
The funds investment objective is total return comprised of income and capital appreciation. To meet its investment objective, it will invest primarily in domestic equity securities that in the opinion of the manager have above average intellectual property portfolios and other characteristics, like strong earnings and dividend growth relative to their sector competitors and that are members of the SP 1500 Composite. More on Hedgerow Income And
Hedgerow Income And [HIOIX] is traded in USA and was established 29th of December 2024. Hedgerow Income is listed under FinTrust category by Fama And French industry classification. The fund is listed under Derivative Income category and is part of FinTrust family. This fund currently has accumulated 31.39 M in assets under management (AUM) with minimum initial investment of 2 K. Hedgerow Income And is currently producing year-to-date (YTD) return of 18.67%, while the total return for the last 3 years was 8.74%.
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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 Hedgerow 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 Hedgerow 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 Hedgerow Income 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.
Other Information on Investing in Hedgerow Mutual Fund
Hedgerow Income financial ratios help investors to determine whether Hedgerow 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 Hedgerow with respect to the benefits of owning Hedgerow Income security.