Mondrian International Value Fund Quote
| MPIEX Fund | USD 15.80 0.02 0.13% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Mondrian International is trading at 15.80 as of the 11th of December 2024; that is 0.13 percent decrease since the beginning of the trading day. The fund's open price was 15.82. Mondrian International 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. The performance scores are derived for the period starting the 12th of September 2024 and ending today, the 11th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. It invests in at least three countries, and invests at least 40 percent of its total assets in securities of non-U.S. companies. More on Mondrian International Value
Moving together with Mondrian Mutual Fund
| 0.62 | MPEMX | Mondrian Emerging Markets | PairCorr |
| 0.87 | MPGVX | Mondrian Global Equity | PairCorr |
| 0.94 | MGIFX | Mondrian Global Listed | PairCorr |
| 0.77 | DOXFX | Dodge Cox International | PairCorr |
| 0.84 | OANIX | Oakmark International Steady Growth | PairCorr |
Moving against Mondrian Mutual Fund
Mondrian Mutual Fund Highlights
| Fund Concentration | Mondrian Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Mondrian (View all Sectors) |
| Update Date | 31st of December 2024 |
Mondrian International Value [MPIEX] is traded in USA and was established 11th of December 2024. Mondrian International is listed under Mondrian category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Mondrian family. This fund now has accumulated 456.85 M in assets with minimum initial investment of 50 K. Mondrian International is currently producing year-to-date (YTD) return of 8.3% with the current yeild of 0.03%, while the total return for the last 3 years was 5.84%.
Check Mondrian 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 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 International Value 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.
Mondrian International Risk Profiles
| Mean Deviation | 0.6015 | |||
| Standard Deviation | 0.7527 | |||
| Variance | 0.5666 | |||
| Risk Adjusted Performance | (0.05) |
Mondrian International Against Markets
Other Information on Investing in Mondrian Mutual Fund
Mondrian International 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 International security.
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |