Sextant E Fund Quote
| SCORX Fund | USD 16.34 0.12 0.73% |
PerformanceVery Weak
| Odds Of DistressLow
|
Sextant E is trading at 16.34 as of the 14th of March 2025; that is 0.73 percent decrease since the beginning of the trading day. The fund's open price was 16.46. Sextant E has about a 23 % 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 14th of December 2024 and ending today, the 14th of March 2025. Click here to learn more.
The fund invests in a mix of equity and debt securities. It normally invests 40 percent of its assets in equity securities of U.S. companies, 20 percent in foreign equity securities, and 40 percent in investment-grade fixed income securities including money market instruments and cash. More on Sextant E Fund
Moving together with Sextant Mutual Fund
Sextant Mutual Fund Highlights
| Update Date | 31st of March 2025 |
Sextant E Fund [SCORX] is traded in USA and was established 14th of March 2025. Sextant E is listed under Sextant Mutual Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Sextant Mutual Funds family. This fund at this time has accumulated 13.14 M in assets with minimum initial investment of 1 K. Sextant E Fund is currently producing year-to-date (YTD) return of 0.97% with the current yeild of 0.02%, while the total return for the last 3 years was 5.18%.
Check Sextant E 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 Sextant 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 Sextant 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 Sextant E 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 Sextant E Fund Mutual Fund Constituents
| MMM | 3M Company | Stock | Industrials | |
| PH | Parker Hannifin | Stock | Industrials | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| VIRT | Virtu Financial | Stock | Financials | |
| VFC | VF Corporation | Stock | Consumer Discretionary | |
| PNC | PNC Financial Services | Stock | Financials | |
| NEE | Nextera Energy | Stock | Utilities | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Sextant E Fund Risk Profiles
| Mean Deviation | 0.4932 | |||
| Standard Deviation | 0.619 | |||
| Variance | 0.3832 | |||
| Risk Adjusted Performance | (0.10) |
Sextant E Against Markets
Other Information on Investing in Sextant Mutual Fund
Sextant E financial ratios help investors to determine whether Sextant 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 Sextant with respect to the benefits of owning Sextant E security.
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