Hedgerow Income And Fund Quote
| HROAX Fund | USD 11.92 0.04 0.33% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Hedgerow Income is trading at 11.92 as of the 1st of January 2025; that is 0.33 percent down since the beginning of the trading day. The fund's open price was 11.96. Hedgerow Income has about a 22 % 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 2nd of December 2024 and ending today, the 1st of January 2025. 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
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Moving against Hedgerow Mutual Fund
Hedgerow Mutual Fund Highlights
| Fund Concentration | FinTrust Funds, Large Funds, Derivative Income Funds, Derivative Income, FinTrust (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Hedgerow Income And [HROAX] is traded in USA and was established 1st of January 2025. 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 30.3 M in assets under management (AUM) with no minimum investment requirementsHedgerow Income And is currently producing year-to-date (YTD) return of 19.45%, while the total return for the last 3 years was 6.88%.
Check Hedgerow Income 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 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.
Top Hedgerow Income And Mutual Fund Constituents
| SPLK | Splunk Inc | Stock | Information Technology | |
| NXPI | NXP Semiconductors NV | Stock | Information Technology | |
| MDY | SPDR SP MIDCAP | Etf | Mid-Cap Blend | |
| F | Ford Motor | Stock | Consumer Discretionary | |
| ERIC | Telefonaktiebolaget LM Ericsson | Stock | Information Technology | |
| SNAP | Snap Inc | Stock | Communication Services | |
| WKHS | Workhorse Group | Stock | Consumer Discretionary | |
| NEM | Newmont Goldcorp Corp | Stock | Materials |
Hedgerow Income And Risk Profiles
| Mean Deviation | 0.5439 | |||
| Semi Deviation | 0.94 | |||
| Standard Deviation | 0.8639 | |||
| Variance | 0.7464 |
Hedgerow Income Against Markets
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.
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