Kensington Dynamic Growth Fund Quote
| KAGAX Fund | USD 11.32 0.06 0.53% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Kensington Dynamic is trading at 11.32 as of the 28th of November 2024; that is 0.53 percent down since the beginning of the trading day. The fund's open price was 11.38. Kensington Dynamic 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. Equity ratings for Kensington Dynamic Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund will gain exposure to equity securities primarily by investing in one or more of the following investment types exchange-traded funds that track the returns of a broad-based U.S. equity market index, individual equity securities, andor equity index futures. More on Kensington Dynamic Growth
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Kensington Mutual Fund Highlights
| Fund Concentration | Kensington Asset Management LLC Funds, Tactical Allocation Funds, Tactical Allocation, Kensington Asset Management LLC (View all Sectors) |
| Update Date | 30th of September 2024 |
Kensington Dynamic Growth [KAGAX] is traded in USA and was established 28th of November 2024. Kensington Dynamic is listed under Kensington Asset Management LLC category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Kensington Asset Management LLC family. Kensington Dynamic Growth now has accumulated 773.74 M in assets with no minimum investment requirements
Check Kensington Dynamic 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 Kensington 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 Kensington 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 Kensington Dynamic Growth 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 Kensington Dynamic Growth Mutual Fund Constituents
| FGXXX | First American Funds | Money Market Fund | US Money Market Fund | |
| IEF | iShares 7 10 Year | Etf | Long Government | |
| IEI | iShares 3 7 Year | Etf | Intermediate Government | |
| QQQ | Invesco QQQ Trust | Etf | Large Growth | |
| RSP | Invesco SP 500 | Etf | Large Blend | |
| SPHB | Invesco SP 500 | Etf | Mid-Cap Blend | |
| TLT | iShares 20 Year | Etf | Long Government | |
| VOO | Vanguard SP 500 | Etf | Large Blend |
Kensington Dynamic Growth Risk Profiles
| Mean Deviation | 0.4502 | |||
| Semi Deviation | 0.7123 | |||
| Standard Deviation | 0.7423 | |||
| Variance | 0.5509 |
Kensington Dynamic Against Markets
Other Information on Investing in Kensington Mutual Fund
Kensington Dynamic financial ratios help investors to determine whether Kensington 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 Kensington with respect to the benefits of owning Kensington Dynamic security.
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