1789 Growth And Fund Quote
| PSECX Fund | USD 17.88 0.12 0.67% |
PerformanceVery Weak
| Odds Of DistressLow
|
1789 Growth is trading at 17.88 as of the 4th of March 2025; that is 0.67 percent down since the beginning of the trading day. The fund's open price was 18.0. 1789 Growth has about a 23 % 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 2nd of February 2025 and ending today, the 4th of March 2025. Click here to learn more.
The fund seeks to achieve its objective by investing primarily in a combination of common stocks and other equity securities , debt securities and convertible securities. It may also invest in other investment companies such as mutual funds and exchange traded funds that invest primarily in these same securities. More on 1789 Growth And
Moving together with 1789 Mutual Fund
1789 Mutual Fund Highlights
| Fund Concentration | Pinnacle Capital Management Funds, Large Value Funds, Large Value, Pinnacle Capital Management (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
1789 Growth And [PSECX] is traded in USA and was established 4th of March 2025. 1789 Growth is listed under Pinnacle Capital Management category by Fama And French industry classification. The fund is listed under Large Value category and is part of Pinnacle Capital Management family. This fund at this time has accumulated 30.57 M in assets with no minimum investment requirements1789 Growth And is currently producing year-to-date (YTD) return of 1.87% with the current yeild of 0.01%, while the total return for the last 3 years was 7.17%.
Check 1789 Growth 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 1789 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 1789 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 1789 Growth And 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 1789 Growth And Mutual Fund Constituents
| XYL | Xylem Inc | Stock | Industrials | |
| MA | Mastercard | Stock | Financials | |
| CVS | CVS Health Corp | Stock | Health Care | |
| RHP | Ryman Hospitality Properties | Stock | Real Estate | |
| AFL | Aflac Incorporated | Stock | Financials | |
| KR | Kroger Company | Stock | Consumer Staples | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| HD | Home Depot | Stock | Consumer Discretionary |
1789 Growth And Risk Profiles
| Mean Deviation | 0.5805 | |||
| Standard Deviation | 0.8198 | |||
| Variance | 0.672 | |||
| Risk Adjusted Performance | (0.06) |
1789 Growth Against Markets
Other Information on Investing in 1789 Mutual Fund
1789 Growth financial ratios help investors to determine whether 1789 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 1789 with respect to the benefits of owning 1789 Growth security.
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