Qs Growth Fund Quote
| SCHAX Fund | USD 17.17 0.14 0.81% |
PerformanceVery Weak
| Odds Of DistressLow
|
Qs Growth is trading at 17.17 as of the 18th of March 2025; that is 0.81% down since the beginning of the trading day. The fund's open price was 17.31. Qs Growth 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 18th of December 2024 and ending today, the 18th of March 2025. Click here to learn more.
The fund is a fund of fundsit invests in other mutual funds and may also invest in exchange-traded funds . It is managed as an asset allocation program and allocates its assets among mutual funds managed by the manager and its affiliates. The portfolio managers will allocate between 70 percent to 100 percent of the funds assets to underlying funds that invest in equity and equity-like strategies and between 0 percent to 30 percent of the funds assets to underlying funds that invest in fixed income strategies.. More on Qs Growth Fund
Moving against SCHAX Mutual Fund
SCHAX Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of May 2023 |
| Fiscal Year End | January |
Qs Growth Fund [SCHAX] is traded in USA and was established 18th of March 2025. Qs Growth is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 758.86 M in assets with no minimum investment requirementsQs Growth Fund is currently producing year-to-date (YTD) return of 2.18% with the current yeild of 0.01%, while the total return for the last 3 years was 8.28%.
Check Qs Growth 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 SCHAX 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 SCHAX 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 Growth 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 Qs Growth Fund Mutual Fund Constituents
| FIFRX | Franklin Growth Fund | Mutual Fund | Large Growth | |
| LBISX | Legg Mason Bw | Mutual Fund | Large Value | |
| LIESX | Qs International Equity | Mutual Fund | Foreign Large Blend | |
| LISGX | Clearbridge Small Cap | Mutual Fund | Small Blend | |
| LMESX | Clearbridge Appreciation Fund | Mutual Fund | Large Blend | |
| LMISX | Qs Large Cap | Mutual Fund | Large Blend | |
| LSIRX | Clearbridge Mid Cap | Mutual Fund | Mid-Cap Blend | |
| LSITX | Clearbridge Large Cap | Mutual Fund | Large Growth |
Qs Growth Fund Risk Profiles
| Mean Deviation | 0.7585 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.07 | |||
| Risk Adjusted Performance | (0.11) |
Qs Growth Against Markets
Other Information on Investing in SCHAX Mutual Fund
Qs Growth financial ratios help investors to determine whether SCHAX 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 SCHAX with respect to the benefits of owning Qs Growth security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |