Mondrian Global Equity Fund Quote
| MPGVX Fund | USD 14.87 0.01 0.07% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Mondrian Global is trading at 14.87 as of the 3rd of December 2024; that is 0.07 percent increase since the beginning of the trading day. The fund's open price was 14.86. Mondrian Global 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 Mondrian Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of June 2024 and ending today, the 3rd of December 2024. Click here to learn more.
The fund is a global fund and generally invests in equity securities of companies around the world, that, in the Advisers opinion, are undervalued at the time of purchase based on fundamental value analysis employed by the Adviser. Under normal circumstances, it invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. More on Mondrian Global Equity
Moving together with Mondrian Mutual Fund
Mondrian Mutual Fund Highlights
| Thematic Idea | Consumer Funds (View all Themes) |
| Fund Concentration | Mondrian Funds, Large Value Funds, World Large-Stock Value Funds, Consumer Funds, World Large-Stock Value, Mondrian, Large Blend, World Large-Stock Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Mondrian Global Equity [MPGVX] is traded in USA and was established 3rd of December 2024. Mondrian Global is listed under Mondrian category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Mondrian family. The entity is thematically classified as Consumer Funds. Mondrian Global Equity now has accumulated 171.64 M in assets with minimum initial investment of 50 K. with the current yeild of 0.02%.
Check Mondrian Global 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 Mondrian 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 Mondrian 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 Mondrian Global Equity 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 Mondrian Global Equity Mutual Fund Constituents
| AMT | American Tower Corp | Stock | Real Estate | |
| CNC | Centene Corp | Stock | Health Care | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials |
Mondrian Global Equity Risk Profiles
| Mean Deviation | 0.5244 | |||
| Standard Deviation | 0.6487 | |||
| Variance | 0.4208 | |||
| Risk Adjusted Performance | (0.04) |
Mondrian Global Against Markets
Other Information on Investing in Mondrian Mutual Fund
Mondrian Global financial ratios help investors to determine whether Mondrian 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 Mondrian with respect to the benefits of owning Mondrian Global security.
| Stocks Directory Find actively traded stocks across global markets | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Transaction History View history of all your transactions and understand their impact on performance |