Marketfield Fund Marketfield Fund Quote
| MFLDX Fund | USD 24.04 0.10 0.41% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Marketfield Fund is trading at 24.04 as of the 28th of November 2024; that is 0.41 percent decrease since the beginning of the trading day. The fund's open price was 24.14. Marketfield Fund has about a 20 % 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. Equity ratings for Marketfield Fund Marketfield are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
To achieve the funds investment objective, the Sub-Adviser employs a longshort strategy and allocates the funds assets by primarily investing in equity securities and exchange-traded funds , while also investing in fixed-income securities and other investment companies in proportions consistent with the Sub-Advisers evaluation of their expected risks and returns. More on Marketfield Fund Marketfield
Moving together with Marketfield Mutual Fund
| 0.93 | MFADX | Marketfield Fund Mar | PairCorr |
| 0.91 | NLSCX | Neuberger Berman Long | PairCorr |
| 0.91 | NLSAX | Neuberger Berman Long | PairCorr |
| 0.91 | NLSIX | Neuberger Berman Long | PairCorr |
| 0.85 | QLERX | Aqr Long Short | PairCorr |
Moving against Marketfield Mutual Fund
Marketfield Mutual Fund Highlights
| Fund Concentration | Marketfield Funds, Large Blend Funds, Long-Short Equity Funds, Long-Short Equity, Marketfield Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2021 |
| Fiscal Year End | December |
Marketfield Fund Marketfield [MFLDX] is traded in USA and was established 28th of November 2024. Marketfield Fund is listed under Marketfield Funds category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Marketfield Funds family. This fund now has accumulated 151.84 M in assets with minimum initial investment of 25 K. Marketfield Fund Mar is currently producing year-to-date (YTD) return of 8.72% with the current yeild of 0.02%, while the total return for the last 3 years was 4.48%.
Check Marketfield Fund 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 Marketfield 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 Marketfield 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 Marketfield Fund Marketfield 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 Marketfield Fund Marketfield Mutual Fund Constituents
| IYR | iShares Real Estate | Etf | Real Estate | |
| VNQ | Vanguard Real Estate | Etf | Real Estate | |
| DHI | DR Horton | Stock | Consumer Discretionary | |
| XLU | Utilities Select Sector | Etf | Utilities | |
| XLP | Consumer Staples Select | Etf | Consumer Defensive | |
| SONY | Sony Group Corp | Stock | Consumer Discretionary | |
| QQQ | Invesco QQQ Trust | Etf | Large Growth | |
| NSC | Norfolk Southern | Stock | Industrials |
Marketfield Fund Mar Risk Profiles
| Mean Deviation | 0.4389 | |||
| Semi Deviation | 0.5775 | |||
| Standard Deviation | 0.653 | |||
| Variance | 0.4264 |
Marketfield Fund Against Markets
Other Information on Investing in Marketfield Mutual Fund
Marketfield Fund financial ratios help investors to determine whether Marketfield 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 Marketfield with respect to the benefits of owning Marketfield Fund security.
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| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
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