Kopernik International Fund Quote
| KGIRX Fund | USD 13.64 0.10 0.73% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Kopernik International is trading at 13.64 as of the 16th of December 2024; that is 0.73 percent down since the beginning of the trading day. The fund's open price was 13.74. Kopernik International has about a 23 % 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 2023 and ending today, the 16th of December 2024. Click here to learn more.
The fund, under normal market conditions, will invest primarily in equity securities of companies located throughout the world. The equity securities in which the fund plans to invest include common and preferred stock, convertible securities, depositary receipts, and private placements. More on Kopernik International
Moving together with Kopernik Mutual Fund
Kopernik Mutual Fund Highlights
| Fund Concentration | Kopernik Funds, Large Funds, Foreign Large Value Funds, Foreign Large Value, Kopernik (View all Sectors) |
| Update Date | 31st of December 2024 |
Kopernik International [KGIRX] is traded in USA and was established 16th of December 2024. Kopernik International is listed under Kopernik category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Kopernik family. This fund now has accumulated 144.6 M in assets with minimum initial investment of 3 K. Kopernik International is currently producing year-to-date (YTD) return of 0.73% with the current yeild of 0.04%, while the total return for the last 3 years was -0.37%.
Check Kopernik International 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 Kopernik 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 Kopernik 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 Kopernik International 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 Kopernik International Mutual Fund Constituents
| RGLD | Royal Gold | Stock | Materials | |
| NG | NovaGold Resources | Stock | Materials | |
| SIBN | Si Bone | Stock | Health Care |
Kopernik International Risk Profiles
| Mean Deviation | 0.5614 | |||
| Standard Deviation | 0.7074 | |||
| Variance | 0.5003 | |||
| Risk Adjusted Performance | (0.02) |
Kopernik International Against Markets
Other Information on Investing in Kopernik Mutual Fund
Kopernik International financial ratios help investors to determine whether Kopernik 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 Kopernik with respect to the benefits of owning Kopernik International security.
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