Dow Jones Industrial Fund Quote
| RYDAX Fund | USD 107.93 0.31 0.29% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Dow Jones is trading at 107.93 as of the 28th of November 2024; that is 0.29% up since the beginning of the trading day. The fund's open price was 107.62. Dow Jones has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Dow Jones Industrial are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. More on Dow Jones Industrial
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Moving against Dow Mutual Fund
Dow Mutual Fund Highlights
| Fund Concentration | Rydex Funds, Large Value Funds, Large Value, Rydex Funds, Large Blend, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 19th of August 2022 |
| Fiscal Year End | March |
Dow Jones Industrial [RYDAX] is traded in USA and was established 28th of November 2024. Dow Jones is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Rydex Funds family. This fund at this time has accumulated 26.26 M in assets with minimum initial investment of 2.5 K. Dow Jones Industrial is currently producing year-to-date (YTD) return of 17.76% with the current yeild of 0.01%, while the total return for the last 3 years was 7.77%.
Check Dow Jones 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 Dow 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 Dow 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 Dow Jones Industrial 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 Dow Jones Industrial Mutual Fund Constituents
| IBM | International Business Machines | Stock | Information Technology | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMGN | Amgen Inc | Stock | Health Care | |
| BA | The Boeing | Stock | Industrials | |
| CAT | Caterpillar | Stock | Industrials | |
| CRM | Salesforce | Stock | Information Technology | |
| GIYIX | Guggenheim Ultra Short | Mutual Fund | Ultrashort Bond | |
| GS | Goldman Sachs Group | Stock | Financials |
Dow Jones Industrial Risk Profiles
| Mean Deviation | 0.5505 | |||
| Semi Deviation | 0.4032 | |||
| Standard Deviation | 0.7555 | |||
| Variance | 0.5708 |
Dow Jones Against Markets
Other Information on Investing in Dow Mutual Fund
Dow Jones financial ratios help investors to determine whether Dow 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 Dow with respect to the benefits of owning Dow Jones security.
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