Select Equity Fund Quote

RTDYX Fund  USD 20.73  0.10  0.48%   

Performance

17 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
Select Equity is trading at 20.73 as of the 1st of December 2024; that is 0.48% up since the beginning of the trading day. The fund's open price was 20.63. Select Equity has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Select Equity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in equity securities economically tied to the U.S. It invests principally in common stocks of large and medium capitalization U.S. More on Select Equity Fund

Moving against Select Mutual Fund

  0.75RSBRX Strategic BondPairCorr
  0.55RSBCX Short Duration BondPairCorr
  0.51RRSCX Global Real EstatePairCorr
  0.5RNTTX International DevelopedPairCorr
  0.49RREAX Global Real EstatePairCorr
  0.49RRESX Global Real EstatePairCorr

Select Mutual Fund Highlights

Fund ConcentrationRussell Funds, Large Growth Funds, Large Blend Funds, Large Blend, Russell, Large Blend, Large Blend (View all Sectors)
Update Date30th of September 2024
Select Equity Fund [RTDYX] is traded in USA and was established 1st of December 2024. Select Equity is listed under Russell category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Russell family. This fund at this time has accumulated 782.56 M in assets with no minimum investment requirementsSelect Equity is currently producing year-to-date (YTD) return of 26.05% with the current yeild of 0.01%, while the total return for the last 3 years was 10.1%.
Check Select Equity 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 Select 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 Select 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 Select Equity Fund 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 Select Equity Fund Mutual Fund Constituents

INTCIntelStockInformation Technology
XOMExxon Mobil CorpStockEnergy
UNHUnitedHealth Group IncorporatedStockHealth Care
TSLATesla IncStockConsumer Discretionary
TATT IncStockCommunication Services
NVDANVIDIAStockInformation Technology
MSFTMicrosoftStockInformation Technology
JPMJPMorgan Chase CoStockFinancials
More Details

Select Equity Top Holders

RCLRXConservative Strategy FundMutual FundAllocation--15% to 30% Equity
RMLVXModerate Strategy FundMutual FundAllocation--30% to 50% Equity
RALSXGrowth Strategy FundMutual FundAllocation--70% to 85% Equity
RALVXGrowth Strategy FundMutual FundAllocation--70% to 85% Equity
RALCXGrowth Strategy FundMutual FundAllocation--70% to 85% Equity
RBLAXBalanced Strategy FundMutual FundAllocation--50% to 70% Equity
RMLRXModerate Strategy FundMutual FundAllocation--30% to 50% Equity
REAAXEquity Growth StrategyMutual FundAllocation--70% to 85% Equity
More Details

Select Equity Risk Profiles

Select Equity Against Markets

Other Information on Investing in Select Mutual Fund

Select Equity financial ratios help investors to determine whether Select 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 Select with respect to the benefits of owning Select Equity security.
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