Qs Sp 500 Fund Quote
| SBSDX Fund | USD 46.53 0.22 0.47% |
PerformanceVery Weak
| Odds Of DistressLow
|
Qs Sp is trading at 46.53 as of the 26th of February 2025; that is 0.47 percent decrease since the beginning of the trading day. The fund's open price was 46.75. Qs Sp 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 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, included in the index. The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of large capitalization companies of the U.S. More on Qs Sp 500
Moving together with SBSDX Mutual Fund
SBSDX Mutual Fund Highlights
| Fund Concentration | Legg Mason Funds, Large Blend Funds, Large Blend, Legg Mason, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
Qs Sp 500 [SBSDX] is traded in USA and was established 26th of February 2025. Qs Sp is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Legg Mason family. This fund at this time has accumulated 284.9 M in assets with no minimum investment requirementsQs Sp 500 is currently producing year-to-date (YTD) return of 2.38% with the current yeild of 0.01%, while the total return for the last 3 years was 12.83%.
Check Qs Sp 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 SBSDX 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 SBSDX 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 Qs Sp 500 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 Qs Sp 500 Mutual Fund Constituents
| T | ATT Inc | Stock | Communication Services | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| TRPXX | Short Term Investment Trust | Money Market Fund | US Money Market Fund | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| NVDA | NVIDIA | Stock | Information Technology |
Qs Sp 500 Risk Profiles
| Mean Deviation | 0.5972 | |||
| Semi Deviation | 0.9001 | |||
| Standard Deviation | 0.7946 | |||
| Variance | 0.6313 |
Qs Sp Against Markets
Other Information on Investing in SBSDX Mutual Fund
Qs Sp financial ratios help investors to determine whether SBSDX 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 SBSDX with respect to the benefits of owning Qs Sp security.
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |