Altegrisaaca Opportunistic Real Fund Quote
| RAAAX Fund | USD 11.62 0.01 0.09% |
PerformanceVery Weak
| Odds Of DistressLow
|
Altegrisaaca Opportunistic is trading at 11.62 as of the 24th of March 2025; that is 0.09% up since the beginning of the trading day. The fund's open price was 11.61. Altegrisaaca Opportunistic 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 24th of December 2024 and ending today, the 24th 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 against Altegrisaaca Mutual Fund
Altegrisaaca Mutual Fund Highlights
| Fund Concentration | Altegris Funds, Large Funds, Real Estate Funds, Real Estate, Altegris, Large, Real Estate (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Altegrisaaca Opportunistic Real [RAAAX] is traded in USA and was established 24th 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 -10.27%.
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
| CSGP | CoStar Group | Stock | Real Estate | |
| MGM | MGM Resorts International | Stock | Consumer Discretionary | |
| AMT | American Tower Corp | Stock | Real Estate | |
| COLD | Americold Realty Trust | Stock | Real Estate | |
| ELS | Equity Lifestyle Properties | Stock | Real Estate | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| VNET | VNET Group DRC | Stock | Information Technology | |
| WYNN | Wynn Resorts Limited | Stock | Consumer Discretionary |
Altegrisaaca Opportunistic Risk Profiles
| Mean Deviation | 0.9761 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.67 | |||
| Risk Adjusted Performance | (0.13) |
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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