Emerging Growth Fund Quote
| WEMIX Fund | USD 13.67 0.10 0.73% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Emerging Growth is trading at 13.67 as of the 12th of December 2024; that is 0.73 percent down since the beginning of the trading day. The fund's open price was 13.77. Emerging Growth has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 12th of November 2024 and ending today, the 12th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its total assets in equity securities of small-capitalization companies, and up to 25 percent of its total assets in equity securities of foreign issuers through ADRs and similar investments. It is a feeder fund that invests substantially all of its assets in the Emerging Growth Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.. More on Emerging Growth Fund
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Moving against Emerging Mutual Fund
Emerging Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Funds, Small Growth Funds, Small Growth, Allspring Global Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Emerging Growth Fund [WEMIX] is traded in USA and was established 12th of December 2024. Emerging Growth is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Allspring Global Investments family. This fund at this time has accumulated 311.92 M in net assets with minimum initial investment of 1000 K. Emerging Growth is currently producing year-to-date (YTD) return of 26.33%, while the total return for the last 3 years was -4.51%.
Check Emerging Growth 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 Emerging 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 Emerging 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 Emerging Growth 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 Emerging Growth Fund Mutual Fund Constituents
| FIVN | Five9 Inc | Stock | Information Technology | |
| ASGN | ASGN Inc | Stock | Industrials | |
| AMED | Amedisys | Stock | Health Care | |
| NOVT | Novanta | Stock | Information Technology | |
| KNSL | Kinsale Capital Group | Stock | Financials | |
| WK | Workiva | Stock | Information Technology | |
| MKTX | MarketAxess Holdings | Stock | Financials | |
| WING | Wingstop | Stock | Consumer Discretionary |
Emerging Growth Risk Profiles
| Mean Deviation | 0.944 | |||
| Semi Deviation | 0.8242 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.56 |
Emerging Growth Against Markets
Other Information on Investing in Emerging Mutual Fund
Emerging Growth financial ratios help investors to determine whether Emerging 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 Emerging with respect to the benefits of owning Emerging Growth security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
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