Sextant Growth Fund Quote
| SGZFX Fund | USD 58.97 0.83 1.43% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Sextant Growth is trading at 58.97 as of the 12th of December 2024; that is 1.43 percent up since the beginning of the trading day. The fund's open price was 58.14. Sextant Growth 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. The performance scores are derived for the period starting the 12th of November 2024 and ending today, the 12th of December 2024. Click here to learn more.
The fund seeks long-term capital growth by investing in common stocks of U.S. companies. It diversifies its investments across industries and companies. The fund principally invests in securities of companies with market capitalizations greater than 1 billion. More on Sextant Growth Fund
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Sextant Mutual Fund Highlights
| Fund Concentration | Sextant Mutual Funds, Large Growth Funds, Large Growth, Sextant Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Sextant Growth Fund [SGZFX] is traded in USA and was established 12th of December 2024. Sextant Growth is listed under Sextant Mutual Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Sextant Mutual Funds family. This fund at this time has accumulated 44.34 M in assets with no minimum investment requirementsSextant Growth is currently producing year-to-date (YTD) return of 28.73% with the current yeild of 0.0%, while the total return for the last 3 years was 8.47%.
Check Sextant 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 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 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 Sextant Growth Fund Mutual Fund Constituents
| ECL | Ecolab Inc | Stock | Materials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| SWK | Stanley Black Decker | Stock | Industrials | |
| RPM | RPM International | Stock | Materials | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology |
Sextant Growth Risk Profiles
| Mean Deviation | 0.6151 | |||
| Semi Deviation | 0.6032 | |||
| Standard Deviation | 0.8554 | |||
| Variance | 0.7317 |
Sextant Growth Against Markets
Other Information on Investing in Sextant Mutual Fund
Sextant Growth 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 Growth security.
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