Zevenbergen Growth Fund Quote
| ZVNIX Fund | USD 40.24 0.38 0.94% |
Performance17 of 100
| Odds Of DistressLess than 17
|
Zevenbergen Growth is trading at 40.24 as of the 28th of November 2024; that is 0.94 percent down since the beginning of the trading day. The fund's open price was 40.62. Zevenbergen Growth has less than a 17 % 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 Zevenbergen Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of September 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund seeks to invest in companies that are industry leaders with significant growth potential, strong competitive advantages, a sizeable addressable market, product differentiation and quality management. Its portfolio generally will contain 30-60 stocks of any market capitalization. More on Zevenbergen Growth Fund
Moving together with Zevenbergen Mutual Fund
Zevenbergen Mutual Fund Highlights
| Fund Concentration | Zevenbergen Capital Investments Funds, Large Growth Funds, Large Growth, Zevenbergen Capital Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
Zevenbergen Growth Fund [ZVNIX] is traded in USA and was established 28th of November 2024. Zevenbergen Growth is listed under Zevenbergen Capital Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Zevenbergen Capital Investments family. This fund at this time has accumulated 14.18 M in net assets with no minimum investment requirementsZevenbergen Growth is currently producing year-to-date (YTD) return of 39.59%, while the total return for the last 3 years was -1.97%.
Check Zevenbergen 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 Zevenbergen 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 Zevenbergen 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 Zevenbergen 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 Zevenbergen Growth Fund Mutual Fund Constituents
| SHOP | Shopify | Stock | Information Technology | |
| TWOU | 2U Inc | Stock | Information Technology | |
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| Z | Zillow Group Class | Etf | Communication Services | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| TTD | Trade Desk | Stock | Information Technology | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| TDOC | Teladoc | Stock | Health Care |
Zevenbergen Growth Risk Profiles
| Mean Deviation | 0.9825 | |||
| Semi Deviation | 1.17 | |||
| Standard Deviation | 1.35 | |||
| Variance | 1.83 |
Zevenbergen Growth Against Markets
Other Information on Investing in Zevenbergen Mutual Fund
Zevenbergen Growth financial ratios help investors to determine whether Zevenbergen 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 Zevenbergen with respect to the benefits of owning Zevenbergen Growth security.
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