Azzad Wise Capital Fund Quote
| WISEX Fund | USD 10.80 0.00 0.00% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Azzad Wise is trading at 10.80 as of the 12th of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 10.8. Azzad Wise 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 18th of December 2023 and ending today, the 12th of December 2024. Click here to learn more.
The fund invests primarily in fixed income securities issued for payment by international financial institutions, foreign governments, and agencies of foreign governments in transactions structured to be compliant with the funds ethical investment guidelines. More on Azzad Wise Capital
Moving together with Azzad Mutual Fund
Azzad Mutual Fund Highlights
| Fund Concentration | Azzad Fund Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, Azzad Fund, Large Blend, Short-Term Bond (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Azzad Wise Capital [WISEX] is traded in USA and was established 12th of December 2024. Azzad Wise is listed under Azzad Fund category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of Azzad Fund family. This fund at this time has accumulated 231.89 M in net assets with minimum initial investment of 4 K. Azzad Wise Capital is currently producing year-to-date (YTD) return of 5.06% with the current yeild of 0.03%, while the total return for the last 3 years was 2.06%.
Check Azzad Wise 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 Azzad 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 Azzad 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 Azzad Wise Capital 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.
Azzad Wise Capital Risk Profiles
| Mean Deviation | 0.0534 | |||
| Standard Deviation | 0.0749 | |||
| Variance | 0.0056 | |||
| Downside Variance | 0.0141 |
Azzad Wise Against Markets
Other Information on Investing in Azzad Mutual Fund
Azzad Wise financial ratios help investors to determine whether Azzad 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 Azzad with respect to the benefits of owning Azzad Wise security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |