Al Frank is trading at 26.38 as of the 1st of March 2025; that is 0.96 percent up since the beginning of the trading day. The fund's open price was 26.13. Al Frank 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 12th of March 2023 and ending today, the 1st of March 2025. Click here to learn more.
Under normal market conditions, the Adviser selects equity securities that the adviser believes are out of favor and undervalued. The Adviser then attempts to purchase the securities and hold them until the adviser believes that the securities have reached their fair value. More on Al Frank Fund
Al Frank Fund [VALAX] is traded in USA and was established 1st of March 2025. Al Frank is listed under Al Frank category by Fama And French industry classification. The fund is listed under Large Value category and is part of Al Frank family. This fund at this time has accumulated 64.89 M in net assets with minimum initial investment of 100 K. Al Frank Fund is currently producing year-to-date (YTD) return of 2.88% with the current yeild of 0.01%, while the total return for the last 3 years was 5.92%.
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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 VALAX 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 VALAX 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 Al Frank 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.
Other Information on Investing in VALAX Mutual Fund
Al Frank financial ratios help investors to determine whether VALAX 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 VALAX with respect to the benefits of owning Al Frank security.
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