Sarofim Equity Fund Quote
| SRFMX Fund | USD 13.72 0.11 0.80% |
PerformanceVery Weak
| Odds Of DistressLow
|
Sarofim Equity is trading at 13.72 as of the 19th of March 2025; that is 0.8 percent decrease since the beginning of the trading day. The fund's open price was 13.83. Sarofim Equity 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 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. It invests primarily in the common stock of U.S. and foreign based companies listed on U.S. exchanges, but the fund may also invest up to 25 percent of its net assets in foreign-based companies listed on foreign exchanges, either directly or through American Depositary Receipts . More on Sarofim Equity
Moving against Sarofim Mutual Fund
Sarofim Mutual Fund Highlights
| Fund Concentration | Sarofim Funds, Large Blend Funds, Large Blend, Sarofim, Large Growth, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
Sarofim Equity [SRFMX] is traded in USA and was established 19th of March 2025. Sarofim Equity is listed under Sarofim category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Sarofim family. This fund at this time has accumulated 95.95 M in assets with minimum initial investment of 2.5 K. Sarofim Equity is currently producing year-to-date (YTD) return of 0.57% with the current yeild of 0.01%, while the total return for the last 3 years was 9.01%.
Check Sarofim Equity 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 Sarofim 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 Sarofim 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 Sarofim Equity 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 Sarofim Equity Mutual Fund Constituents
| KO | The Coca Cola | Stock | Consumer Staples | |
| CB | Chubb | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| PM | Philip Morris International | Stock | Consumer Staples |
Sarofim Equity Risk Profiles
| Mean Deviation | 0.949 | |||
| Standard Deviation | 2.0 | |||
| Variance | 3.99 | |||
| Risk Adjusted Performance | (0.13) |
Sarofim Equity Against Markets
Other Information on Investing in Sarofim Mutual Fund
Sarofim Equity financial ratios help investors to determine whether Sarofim 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 Sarofim with respect to the benefits of owning Sarofim Equity security.
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