Spectrum Fund Adviser Fund Quote
| SRUAX Fund | USD 15.23 0.04 0.26% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Spectrum Fund is trading at 15.23 as of the 29th of November 2024; that is 0.26 percent down since the beginning of the trading day. The fund's open price was 15.27. Spectrum Fund has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Spectrum Fund Adviser are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by taking long and short positions in the global securities markets. It primarily invests long in common and preferred stocks and in investment companies , which include domestic and foreign mutual funds, as well as in exchange traded funds , closed-end funds, and unit investment trusts. More on Spectrum Fund Adviser
Moving together with Spectrum Mutual Fund
Spectrum Mutual Fund Highlights
| Fund Concentration | Meeder Funds, Large Blend Funds, Long-Short Equity Funds, Long-Short Equity, Meeder Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Spectrum Fund Adviser [SRUAX] is traded in USA and was established 29th of November 2024. Spectrum Fund is listed under Meeder Funds category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Meeder Funds family. This fund at this time has accumulated 186.32 M in assets with no minimum investment requirementsSpectrum Fund Adviser is currently producing year-to-date (YTD) return of 20.69% with the current yeild of 0.01%, while the total return for the last 3 years was 6.99%.
Check Spectrum Fund 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 Spectrum 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 Spectrum 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 Spectrum Fund Adviser 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 Spectrum Fund Adviser Mutual Fund Constituents
| BA | The Boeing | Stock | Industrials | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology |
Spectrum Fund Adviser Risk Profiles
| Mean Deviation | 0.5727 | |||
| Semi Deviation | 0.6517 | |||
| Standard Deviation | 0.7727 | |||
| Variance | 0.5971 |
Spectrum Fund Against Markets
Other Information on Investing in Spectrum Mutual Fund
Spectrum Fund financial ratios help investors to determine whether Spectrum 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 Spectrum with respect to the benefits of owning Spectrum Fund security.
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