Stone Toro Market Fund Quote

STMNX Fund  USD 25.87  0.01  0.04%   

Performance

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Odds Of Distress

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Stone Toro is trading at 25.87 as of the 28th of November 2024; that is 0.04 percent increase since the beginning of the trading day. The fund's open price was 25.86. Stone Toro has about a 22 % 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. Equity ratings for Stone Toro Market are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests in open-end investment companies and exchange-traded funds that primarily invest in tax-exempt municipal bonds , as well as municipal money market funds. Under normal circumstances, the fund invests at least 80 percent of its net assets in funds that primarily invest in municipal bonds or other municipal debt instruments.. More on Stone Toro Market

Moving together with Stone Mutual Fund

  1.0STMHX Sierra Tactical MunicipalPairCorr
  1.0STMKX Sierra Tactical MunicipalPairCorr
  1.0STMYX Sierra Tactical MunicipalPairCorr
  0.83NHMAX Nuveen High YieldPairCorr

Stone Mutual Fund Highlights

Fund ConcentrationSierra Trust Funds, Large Value Funds, High Yield Muni Funds, High Yield Muni, Sierra Trust, Large, High Yield Muni (View all Sectors)
Update Date30th of September 2024
Stone Toro Market [STMNX] is traded in USA and was established 28th of November 2024. Stone Toro is listed under Sierra Trust category by Fama And French industry classification. The fund is listed under High Yield Muni category and is part of Sierra Trust family. This fund at this time has accumulated 150 in assets with no minimum investment requirementsStone Toro Market is currently producing year-to-date (YTD) return of 2.29% with the current yeild of 0.02%, while the total return for the last 3 years was 0.98%.
Check Stone Toro 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 Stone 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 Stone 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 Stone Toro Market 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 Stone Toro Market Mutual Fund Constituents

MUBiShares National MuniEtfMuni National Interm
VTEBVanguard Tax Exempt BondEtfMuni National Interm
TITIXTiaa Cref Tax Exempt BondMutual FundMuni National Interm
TFISPDR Nuveen BloombergEtfMuni National Long
STWTXHartford Schroders Tax AwareMutual FundIntermediate Core Bond
SDCSXDeutsche California Tax FreeMutual FundMuni California Long
ROBNXRobinson Tax AdvantagedMutual FundMuni National Long
ORNYXOppenheimer Roc HighMutual FundHigh Yield Muni
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Stone Toro Market Risk Profiles

Stone Toro Against Markets

Other Information on Investing in Stone Mutual Fund

Stone Toro financial ratios help investors to determine whether Stone 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 Stone with respect to the benefits of owning Stone Toro security.
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