Us Global Leaders Fund Quote
| USGLX Fund | USD 62.05 0.56 0.91% |
PerformanceVery Weak
| Odds Of DistressLow
|
Us Global is trading at 62.05 as of the 20th of March 2025; that is 0.91% up since the beginning of the trading day. The fund's open price was 61.49. Us Global has about a 21 % 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 invests at least 80 percent of the funds net assets will be invested in common stocks of companies the manager regards as U.S. Global Leaders. It typically invests in large-capitalization companies. The fund may invest in other types of equity securities, including up to 20 percent of its net assets in foreign companies and in U.S.-traded securities of large-capitalization, well-established foreign issuers.. More on Us Global Leaders
Moving together with USGLX Mutual Fund
USGLX Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Growth Funds, Large Growth, John Hancock (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Us Global Leaders [USGLX] is traded in USA and was established 20th of March 2025. Us Global is listed under John Hancock category by Fama And French industry classification. The fund is listed under Large Growth category and is part of John Hancock family. This fund at this time has accumulated 2.37 B in net assets with no minimum investment requirementsUs Global Leaders is currently producing year-to-date (YTD) return of 2.34%, while the total return for the last 3 years was 9.14%.
Check Us Global 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 USGLX 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 USGLX 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 Us Global Leaders 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 Us Global Leaders Mutual Fund Constituents
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| REGN | Regeneron Pharmaceuticals | Stock | Health Care | |
| SLB | Schlumberger NV | Stock | Energy | |
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| INTU | Intuit Inc | Stock | Information Technology | |
| YUM | Yum Brands | Stock | Consumer Discretionary | |
| WDAY | Workday | Stock | Information Technology |
Us Global Leaders Risk Profiles
| Mean Deviation | 0.9787 | |||
| Standard Deviation | 1.9 | |||
| Variance | 3.6 | |||
| Risk Adjusted Performance | (0.14) |
Us Global Against Markets
Other Information on Investing in USGLX Mutual Fund
Us Global financial ratios help investors to determine whether USGLX 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 USGLX with respect to the benefits of owning Us Global security.
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