Oshaughnessy Market Leaders Fund Quote
| OFVIX Fund | USD 19.62 0.16 0.82% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Oshaughnessy Market is trading at 19.62 as of the 7th of January 2025; that is 0.82 percent increase since the beginning of the trading day. The fund's open price was 19.46. Oshaughnessy Market has about a 21 % 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 8th of December 2024 and ending today, the 7th of January 2025. Click here to learn more.
Under normal market conditions, the fund invests primarily in a diversified portfolio of common stocks and other equity securities of companies of all sizes, including but not limited to, American Depositary Receipts , preferred stocks, limited partnerships, and convertible securities. More on Oshaughnessy Market Leaders
Moving together with Oshaughnessy Mutual Fund
Oshaughnessy Mutual Fund Highlights
| Thematic Idea | Market Neutral Funds (View all Themes) |
| Fund Concentration | O'Shaughnessy Mutual Funds, Large Funds, Large Value Funds, Market Neutral Funds, Large Value, O'Shaughnessy Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of November 2022 |
| Fiscal Year End | July |
Oshaughnessy Market Leaders [OFVIX] is traded in USA and was established 7th of January 2025. Oshaughnessy Market is listed under O'Shaughnessy Mutual Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of O'Shaughnessy Mutual Funds family. The entity is thematically classified as Market Neutral Funds. This fund now has accumulated 235.51 M in assets with minimum initial investment of 10 K. Oshaughnessy Market is currently producing year-to-date (YTD) return of 1.08% with the current yeild of 0.02%, while the total return for the last 3 years was 11.31%.
Check Oshaughnessy Market 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 Oshaughnessy 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 Oshaughnessy 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 Oshaughnessy Market Leaders 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 Oshaughnessy Market Leaders Mutual Fund Constituents
| LLY | Eli Lilly and | Stock | Health Care | |
| UAL | United Airlines Holdings | Stock | Industrials | |
| NXPI | NXP Semiconductors NV | Stock | Information Technology | |
| ORCL | Oracle | Stock | Information Technology | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| LHX | L3Harris Technologies | Stock | Industrials | |
| BAC | Bank of America | Stock | Financials | |
| CE | Celanese | Stock | Materials |
Oshaughnessy Market Risk Profiles
| Mean Deviation | 0.7749 | |||
| Standard Deviation | 1.72 | |||
| Variance | 2.97 | |||
| Risk Adjusted Performance | (0.04) |
Oshaughnessy Market Against Markets
Other Information on Investing in Oshaughnessy Mutual Fund
Oshaughnessy Market financial ratios help investors to determine whether Oshaughnessy 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 Oshaughnessy with respect to the benefits of owning Oshaughnessy Market security.
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