Rbc Enterprise Fund Quote
| TETIX Fund | USD 14.06 0.18 1.26% |
PerformanceVery Weak
| Odds Of DistressLow
|
Rbc Enterprise is trading at 14.06 as of the 20th of March 2025; that is 1.26 percent down since the beginning of the trading day. The fund's open price was 14.24. Rbc Enterprise 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. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund normally invests primarily in common stocks of companies whose market capitalizations at the time of the funds initial purchase are below the dollar-weighted median market capitalization of companies in the Russell 2000 Index, which are often referred to as micro-cap companies. More on Rbc Enterprise Fund
Moving together with Rbc Mutual Fund
Moving against Rbc Mutual Fund
Rbc Mutual Fund Highlights
| Fund Concentration | RBC Global Asset Management. Funds, Large Funds, Small Blend Funds, Small Blend, RBC Global Asset Management. (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 8th of February 2023 |
| Fiscal Year End | September |
Rbc Enterprise Fund [TETIX] is traded in USA and was established 20th of March 2025. Rbc Enterprise is listed under RBC Global Asset Management. category by Fama And French industry classification. The fund is listed under Small Blend category and is part of RBC Global Asset Management. family. This fund at this time has accumulated 64.39 M in assets with minimum initial investment of 250 K. Rbc Enterprise is currently producing year-to-date (YTD) return of 2.24% with the current yeild of 0.0%, while the total return for the last 3 years was 1.85%.
Check Rbc Enterprise 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 Rbc 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 Rbc 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 Rbc Enterprise 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 Rbc Enterprise Fund Mutual Fund Constituents
| PFBC | Preferred Bank | Stock | Financials | |
| MITK | Mitek Systems | Stock | Information Technology | |
| UEIC | Universal Electronics | Stock | Consumer Discretionary | |
| SPNS | Sapiens International | Stock | Information Technology | |
| PPBI | Pacific Premier Bancorp | Stock | Financials | |
| PATK | Patrick Industries | Stock | Industrials | |
| NOVT | Novanta | Stock | Information Technology | |
| ACCO | Acco Brands | Stock | Industrials |
Rbc Enterprise Risk Profiles
| Mean Deviation | 1.09 | |||
| Standard Deviation | 1.91 | |||
| Variance | 3.63 | |||
| Risk Adjusted Performance | (0.20) |
Rbc Enterprise Against Markets
Other Information on Investing in Rbc Mutual Fund
Rbc Enterprise financial ratios help investors to determine whether Rbc 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 Rbc with respect to the benefits of owning Rbc Enterprise security.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Stocks Directory Find actively traded stocks across global markets | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. |