Altegrisaaca Opportunistic Real Fund Quote

RAAAX Fund  USD 11.93  0.25  2.05%   

Performance

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Odds Of Distress

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Altegrisaaca Opportunistic is trading at 11.93 as of the 5th of March 2025; that is 2.05% down since the beginning of the trading day. The fund's open price was 12.18. Altegrisaaca Opportunistic has about a 24 % 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 5th of December 2024 and ending today, the 5th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in both long and short positions in equity securities of real estate companies and real estate related companies . It is non-diversified. More on Altegrisaaca Opportunistic Real

Moving together with Altegrisaaca Mutual Fund

  0.73HR Healthcare Realty TrustPairCorr
  0.81KW Kennedy Wilson HoldingsPairCorr

Moving against Altegrisaaca Mutual Fund

  0.75AHT-PD Ashford Hospitality TrustPairCorr
  0.71DX Dynex CapitalPairCorr
  0.56AHT-PI Ashford Hospitality TrustPairCorr
  0.48FR First Industrial RealtyPairCorr
  0.48AHT-PH Ashford Hospitality TrustPairCorr
  0.46AHT-PF Ashford Hospitality TrustPairCorr

Altegrisaaca Mutual Fund Highlights

Fund ConcentrationAltegris Funds, Large Funds, Real Estate Funds, Real Estate, Altegris, Large, Real Estate (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Altegrisaaca Opportunistic Real [RAAAX] is traded in USA and was established 5th of March 2025. Altegrisaaca Opportunistic is listed under Altegris category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Altegris family. This fund at this time has accumulated 208.35 M in assets with no minimum investment requirementsAltegrisaaca Opportunistic is currently producing year-to-date (YTD) return of 1.31% with the current yeild of 0.01%, while the total return for the last 3 years was -8.19%.
Check Altegrisaaca Opportunistic 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 Altegrisaaca 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 Altegrisaaca 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 Altegrisaaca Opportunistic Real 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 Altegrisaaca Opportunistic Real Mutual Fund Constituents

CDZICadiz IncStockUtilities
JNKSPDR Bloomberg HighEtfHigh Yield Bond
NSANational Storage AffiliatesStockReal Estate
AMTAmerican Tower CorpStockReal Estate
WYNNWynn Resorts LimitedStockConsumer Discretionary
MGMMGM Resorts InternationalStockConsumer Discretionary
ELSEquity Lifestyle PropertiesStockReal Estate
SBACSBA Communications CorpStockReal Estate
More Details

Altegrisaaca Opportunistic Risk Profiles

Altegrisaaca Opportunistic Against Markets

Other Information on Investing in Altegrisaaca Mutual Fund

Altegrisaaca Opportunistic financial ratios help investors to determine whether Altegrisaaca 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 Altegrisaaca with respect to the benefits of owning Altegrisaaca Opportunistic security.
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