Wellington Shields All Cap Fund Quote
| WSACX Fund | USD 30.11 0.22 0.74% |
Performance20 of 100
| Odds Of DistressLess than 15
|
Wellington Shields is trading at 30.11 as of the 2nd of December 2024; that is 0.74 percent up since the beginning of the trading day. The fund's open price was 29.89. Wellington Shields has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Wellington Shields All Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 and ending today, the 2nd of December 2024. Click here to learn more.
The fund invests primarily in equity securities of all market capitalizations. Under normal market conditions, it will invest at least 80 percent of its total assets in equity securities. The fund may hold up to 20 percent of its net assets in derivative instruments and short positions at any time.. More on Wellington Shields All Cap
Moving together with Wellington Mutual Fund
Wellington Mutual Fund Highlights
| Fund Concentration | Wellington Shields Funds, Large Blend Funds, Large Growth Funds, Large Growth, Wellington Shields (View all Sectors) |
| Update Date | 30th of September 2024 |
Wellington Shields All Cap [WSACX] is traded in USA and was established 2nd of December 2024. Wellington Shields is listed under Wellington Shields category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Wellington Shields family. This fund at this time has accumulated 35.92 M in net assets with minimum initial investment of 5 K. Wellington Shields All is currently producing year-to-date (YTD) return of 27.38% with the current yeild of 0.0%, while the total return for the last 3 years was 3.72%.
Check Wellington Shields 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 Wellington 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 Wellington 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 Wellington Shields All Cap 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 Wellington Shields All Cap Mutual Fund Constituents
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| ROST | Ross Stores | Stock | Consumer Discretionary | |
| SWK | Stanley Black Decker | Stock | Industrials | |
| WPM | Wheaton Precious Metals | Stock | Materials | |
| MSFT | Microsoft | Stock | Information Technology | |
| CRM | Salesforce | Stock | Information Technology | |
| SIVB | SVB Financial Group | Stock | Financials | |
| CTAS | Cintas | Stock | Industrials |
Wellington Shields All Risk Profiles
| Mean Deviation | 0.63 | |||
| Semi Deviation | 0.687 | |||
| Standard Deviation | 0.8537 | |||
| Variance | 0.7288 |
Wellington Shields Against Markets
Other Information on Investing in Wellington Mutual Fund
Wellington Shields financial ratios help investors to determine whether Wellington 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 Wellington with respect to the benefits of owning Wellington Shields security.
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