Great West Sp Small Fund Quote
| MXNSX Fund | USD 18.25 0.09 0.49% |
PerformanceVery Weak
| Odds Of DistressLow
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Great West is trading at 18.25 as of the 20th of March 2025; that is 0.49 percent decrease since the beginning of the trading day. The fund's open price was 18.34. Great West 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 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in common stocks of the companies included in the benchmark index. The fund uses the replication method of indexing, meaning the fund seeks to own the securities contained in the benchmark index in as close as possible a proportion of the fund as each stocks weight in the benchmark index.. More on Great West Sp Small
Moving against Great Mutual Fund
Great Mutual Fund Highlights
| Fund Concentration | Great-West Funds, Large Funds, Small Blend Funds, Small Blend, Great-West Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Great West Sp Small [MXNSX] is traded in USA and was established 20th of March 2025. Great West is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Great-West Funds family. This fund now has accumulated 979.02 M in assets with no minimum investment requirementsGreat West Sp is currently producing year-to-date (YTD) return of 1.51% with the current yeild of 0.0%, while the total return for the last 3 years was 1.22%.
Check Great West 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 Great 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 Great 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 Great West Sp Small 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 Great West Sp Small Mutual Fund Constituents
| FCN | FTI Consulting | Stock | Industrials | |
| EVR | Evercore Partners | Stock | Financials | |
| HCSG | Healthcare Services Group | Stock | Industrials | |
| ALE | Allete Inc | Stock | Utilities | |
| NKTR | Nektar Therapeutics | Stock | Health Care | |
| CBU | Community Bank System | Stock | Financials | |
| NEO | NeoGenomics | Stock | Health Care | |
| IART | Integra LifeSciences Holdings | Stock | Health Care |
Great West Sp Risk Profiles
| Mean Deviation | 0.8886 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.42 | |||
| Risk Adjusted Performance | (0.18) |
Great West Against Markets
Other Information on Investing in Great Mutual Fund
Great West financial ratios help investors to determine whether Great 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 Great with respect to the benefits of owning Great West security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |