Astor Longshort Fund Quote
| ASTZX Fund | USD 12.11 0.07 0.58% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Astor Longshort is trading at 12.11 as of the 25th of April 2024; that is 0.58 percent up since the beginning of the trading day. The fund's open price was 12.04. Astor Longshort 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. Equity ratings for Astor Longshort Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
The fund invests predominantly in exchange-traded funds that each invest primarily in domestic or foreign equity securities, fixed-income securities, alternativespecialty securities or cash equivalents. The adviser defines equity securities to include ETFs that invest primarily in equity securities, such as common and preferred stocks. More on Astor Longshort Fund
Moving together with Astor Mutual Fund
| 0.91 | ASTIX | Astor Longshort | PairCorr |
| 0.86 | VTSAX | Vanguard Total Stock | PairCorr |
| 0.86 | VFIAX | Vanguard 500 Index | PairCorr |
| 0.86 | VTSMX | Vanguard Total Stock | PairCorr |
| 0.86 | VSMPX | Vanguard Total Stock | PairCorr |
| 0.86 | VSTSX | Vanguard Total Stock | PairCorr |
| 0.86 | VITSX | Vanguard Total Stock | PairCorr |
Moving against Astor Mutual Fund
| 0.45 | MCD | McDonalds Earnings Call This Week | PairCorr |
Astor Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Astor Longshort's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Astor Longshort or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Astor Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Astor (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of November 2022 |
| Fiscal Year End | July |
Astor Longshort Fund [ASTZX] is traded in USA and was established 25th of April 2024. Astor Longshort is listed under Astor category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Astor family. This fund presently has accumulated 101.08 M in assets under management (AUM) with no minimum investment requirementsAstor Longshort is currently producing year-to-date (YTD) return of 1.01% with the current yeild of 0.01%, while the total return for the last 3 years was 1.23%.
Check Astor Longshort 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 Astor 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 Astor 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 Astor Longshort 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 Astor Longshort Fund Mutual Fund Constituents
| XSOE | WisdomTree Emerging Markets | Etf | Diversified Emerging Mkts |
| SPLG | SPDR Portfolio SP | Etf | Large Blend |
| OUSA | OShares Quality Dividend | Etf | Large Value |
| JPST | JPMorgan Ultra Short Income | Etf | Ultrashort Bond |
| IEI | iShares 3 7 Year | Etf | Intermediate Government |
| SPTM | SPDR Portfolio SP | Etf | Large Blend |
| IVOL | Quadratic Interest Rate | Etf | Inflation-Protected Bond |
Astor Longshort Target Price Odds Analysis
Based on a normal probability distribution, the odds of Astor Longshort jumping above the current price in 90 days from now is about 55.68%. The Astor Longshort Fund probability density function shows the probability of Astor Longshort mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Astor Longshort has a beta of 0.0016. This suggests as returns on the market go up, Astor Longshort average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Astor Longshort Fund will be expected to be much smaller as well. Additionally, astor Longshort Fund has an alpha of 0.0209, implying that it can generate a 0.0209 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Astor Longshort to move above the current price in 90 days from now is about 55.68 (This Astor Longshort Fund probability density function shows the probability of Astor Mutual Fund to fall within a particular range of prices over 90 days) .
Astor Longshort Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Astor Longshort market risk premium is the additional return an investor will receive from holding Astor Longshort long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Astor Longshort. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Astor Longshort's alpha and beta are two of the key measurements used to evaluate Astor Longshort's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.2888 | |||
| Semi Deviation | 0.3226 | |||
| Standard Deviation | 0.3654 | |||
| Variance | 0.1335 |
Astor Longshort Against Markets
Picking the right benchmark for Astor Longshort mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Astor Longshort mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Astor Longshort is critical whether you are bullish or bearish towards Astor Longshort Fund at a given time. Please also check how Astor Longshort's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Astor Longshort without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Astor Mutual Fund?
Before investing in Astor Longshort, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Astor Longshort. To buy Astor Longshort fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Astor Longshort. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Astor Longshort fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Astor Longshort Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Astor Longshort Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Astor Longshort Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Astor Longshort Fund?
The danger of trading Astor Longshort Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Astor Longshort is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Astor Longshort. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Astor Longshort is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Astor Longshort Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Astor Longshort information on this page should be used as a complementary analysis to other Astor Longshort's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.