Global Managed Volatility Fund Quote
| UGMVX Fund | USD 10.84 0.03 0.28% |
PerformanceVery Weak
| Odds Of DistressLow
|
Global Managed is trading at 10.84 as of the 23rd of March 2025; that is 0.28 percent down since the beginning of the trading day. The fund's open price was 10.87. Global Managed 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 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The funds principal strategy is to combine a portfolio of domestic and foreign equity securities, including emerging markets securities, designed to provide growth with lower volatility. It primarily invests in stocks that exhibit high-quality characteristics such as high levels of profitability and stable earnings, which may lower volatility in the funds returns.. More on Global Managed Volatility
Moving together with Global Mutual Fund
Global Mutual Fund Highlights
| Fund Concentration | Victory Capital Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Victory Capital, Large Blend, World Large-Stock Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2021 |
| Fiscal Year End | December |
Global Managed Volatility [UGMVX] is traded in USA and was established 23rd of March 2025. Global Managed is listed under Victory Capital category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Victory Capital family. This fund at this time has accumulated 512.33 M in net assets with minimum initial investment of 3 K. Global Managed Volatility is currently producing year-to-date (YTD) return of 0.46% with the current yeild of 0.02%, while the total return for the last 3 years was 7.48%.
Check Global Managed 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 Global 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 Global 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 Global Managed Volatility 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 Global Managed Volatility Mutual Fund Constituents
| VEA | Vanguard FTSE Developed | Etf | Foreign Large Blend | |
| IEFA | iShares Core MSCI | Etf | Foreign Large Blend | |
| IVV | iShares Core SP | Etf | Large Blend | |
| VLUE | iShares MSCI USA | Etf | Large Value | |
| USMV | iShares MSCI USA | Etf | Large Blend | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| QUAL | iShares MSCI USA | Etf | Large Blend | |
| PXF | Invesco FTSE RAFI | Etf | Foreign Large Value |
Global Managed Volatility Risk Profiles
| Mean Deviation | 0.6567 | |||
| Standard Deviation | 0.8284 | |||
| Variance | 0.6862 | |||
| Risk Adjusted Performance | (0.07) |
Global Managed Against Markets
Other Information on Investing in Global Mutual Fund
Global Managed financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Managed security.
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