Sp 500 is trading at 70.59 as of the 17th of March 2025; that is 0.43 percent up since the beginning of the trading day. The fund's open price was 70.29. Sp 500 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 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
The funds principal investment strategy is, under normal market conditions, to invest at least 80 percent of the funds assets in the common stocks of companies composing the index. In seeking to track the performance of the index, the funds subadviser attempts to allocate the funds investments among stocks in approximately the same weightings as the index, beginning with the stocks that make up the larger portion of the indexs value.. More on Sp 500 Index
Sp 500 Index [USSPX] is traded in USA and was established 17th of March 2025. Sp 500 is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Victory Capital family. This fund at this time has accumulated 10.35 B in net assets with minimum initial investment of 3 K. Sp 500 Index is currently producing year-to-date (YTD) return of 1.46% with the current yeild of 0.01%, while the total return for the last 3 years was 12.14%.
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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 USSPX 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 USSPX 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 Sp 500 Index 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.
Other Information on Investing in USSPX Mutual Fund
Sp 500 financial ratios help investors to determine whether USSPX 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 USSPX with respect to the benefits of owning Sp 500 security.