Us Strategic Equity Fund Quote
| RUSTX Fund | USD 15.75 0.04 0.25% |
PerformanceVery Weak
| Odds Of DistressLow
|
Us Strategic is trading at 15.75 as of the 20th of March 2025; that is 0.25 percent down since the beginning of the trading day. The fund's open price was 15.79. Us Strategic 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 20th of December 2024 and ending today, the 20th of March 2025. 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. The fund invests principally in common stocks of medium and large capitalization U.S. More on Us Strategic Equity
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Moving against RUSTX Mutual Fund
RUSTX Mutual Fund Highlights
| Thematic Idea | Consumer Funds (View all Themes) |
| Fund Concentration | Russell Funds, Large Blend Funds, Consumer Funds, Large Blend, Russell, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
Us Strategic Equity [RUSTX] is traded in USA and was established 20th of March 2025. Us Strategic 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. The entity is thematically classified as Consumer Funds. This fund at this time has accumulated 3.05 B in assets with no minimum investment requirementsUs Strategic Equity is currently producing year-to-date (YTD) return of 0.85% with the current yeild of 0.01%, while the total return for the last 3 years was 10.26%.
Check Us Strategic 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 RUSTX 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 RUSTX 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 Us Strategic Equity 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 Us Strategic Equity Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| C | Citigroup | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| NOW | ServiceNow | Stock | Information Technology | |
| KKR | KKR Co LP | Stock | Financials | |
| CME | CME Group | Stock | Financials | |
| IQV | IQVIA Holdings | Stock | Health Care |
Us Strategic Equity Risk Profiles
| Mean Deviation | 0.9603 | |||
| Standard Deviation | 1.77 | |||
| Variance | 3.12 | |||
| Risk Adjusted Performance | (0.12) |
Us Strategic Against Markets
Other Information on Investing in RUSTX Mutual Fund
Us Strategic financial ratios help investors to determine whether RUSTX 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 RUSTX with respect to the benefits of owning Us Strategic security.
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