The Teberg Fund Quote
| TEBRX Fund | USD 25.37 0.18 0.70% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Teberg Fund is trading at 25.37 as of the 18th of December 2024; that is 0.7 percent decrease since the beginning of the trading day. The fund's open price was 25.55. Teberg Fund has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 18th of November 2024 and ending today, the 18th of December 2024. Click here to learn more.
The fund invests its assets primarily in shares of any number of other no-load and load-waived mutual funds, which may include ETFs. Some of the underlying funds invest in the stocks of small, medium and large capitalization domestic or international companies while others invest in fixed-income securities of varying maturities and credit qualities, including government and corporate bonds, as well as high-yield securities or junk bonds. More on The Teberg Fund
Moving together with Teberg Mutual Fund
Moving against Teberg Mutual Fund
Teberg Mutual Fund Highlights
| Fund Concentration | Teberg Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Teberg, Large Blend, Tactical Allocation (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
The Teberg Fund [TEBRX] is traded in USA and was established 18th of December 2024. Teberg Fund is listed under Teberg category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Teberg family. This fund at this time has accumulated 34.7 M in assets with minimum initial investment of 2 K. Teberg Fund is currently producing year-to-date (YTD) return of 25.0%, while the total return for the last 3 years was 10.36%.
Check Teberg 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 Teberg 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 Teberg 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 The Teberg 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 The Teberg Fund Mutual Fund Constituents
| XLF | Financial Select Sector | Etf | Financial | |
| DIA | SPDR Dow Jones | Etf | Large Value | |
| FRIAX | Franklin Income Fund | Mutual Fund | Allocation--50% to 70% Equity | |
| FVHIX | Franklin High Income | Mutual Fund | High Yield Bond | |
| IJR | iShares Core SP | Etf | Small Blend | |
| IWM | iShares Russell 2000 | Etf | Small Blend | |
| JYHIX | John Hancock Focused | Mutual Fund | High Yield Bond | |
| MDY | SPDR SP MIDCAP | Etf | Mid-Cap Blend |
Teberg Fund Risk Profiles
| Mean Deviation | 0.6511 | |||
| Semi Deviation | 0.7144 | |||
| Standard Deviation | 0.8654 | |||
| Variance | 0.749 |
Teberg Fund Against Markets
Other Information on Investing in Teberg Mutual Fund
Teberg Fund financial ratios help investors to determine whether Teberg 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 Teberg with respect to the benefits of owning Teberg Fund security.
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