Kbi Global Investors Fund Quote
| KBIWX Fund | USD 11.99 0.03 0.25% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Kbi Global is trading at 11.99 as of the 18th of April 2024; that is -0.25 percent decrease since the beginning of the trading day. The fund's open price was 12.02. Kbi Global has about a 21 % 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 Kbi Global Investors are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of October 2023 and ending today, the 18th of April 2024. Click here to learn more.
Under normal circumstances, the fund principally invests in equity securities, without regard to market capitalization, of companies whose main business is in the water-related resource sector or that are significantly involved in the water-related resource sector. More on Kbi Global Investors
Moving together with Kbi Mutual Fund
| 0.81 | TRNEX | T Rowe Price | PairCorr |
| 0.96 | VMIAX | Vanguard Materials Index | PairCorr |
| 0.84 | PRNEX | T Rowe Price | PairCorr |
Kbi 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. Kbi Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Kbi Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | KBI Funds, Large Funds, Natural Resources Funds, Natural Resources, KBI, Large, Natural Resources (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of November 2022 |
| Fiscal Year End | July |
Kbi Global Investors [KBIWX] is traded in USA and was established 18th of April 2024. Kbi Global is listed under KBI category by Fama And French industry classification. The fund is listed under Natural Resources category and is part of KBI family. This fund now has accumulated 75.17 M in assets with minimum initial investment of 100 K. Kbi Global Investors is currently producing year-to-date (YTD) return of 1.59% with the current yeild of 0.01%, while the total return for the last 3 years was 6.08%.
Check Kbi Global 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 Kbi 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 Kbi 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 Kbi Global Investors 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 Kbi Global Investors Mutual Fund Constituents
| A | Agilent Technologies | Stock | Health Care |
| DHR | Danaher | Stock | Health Care |
| MWA | Mueller Water Products | Stock | Industrials |
| PNR | Pentair PLC | Stock | Industrials |
| ROP | Roper Technologies Common | Stock | Industrials |
| SPXC | SPX Corp | Stock | Industrials |
| VMI | Valmont Industries | Stock | Industrials |
Kbi Global Target Price Odds Analysis
Based on a normal probability distribution, the odds of Kbi Global jumping above the current price in 90 days from now is about 63.49%. The Kbi Global Investors probability density function shows the probability of Kbi Global mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Kbi Global has a beta of 0.9545. This indicates Kbi Global Investors market returns are sensitive to returns on the market. As the market goes up or down, Kbi Global is expected to follow. Additionally, kbi Global Investors has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Kbi Global to move above the current price in 90 days from now is about 63.49 (This Kbi Global Investors probability density function shows the probability of Kbi Mutual Fund to fall within a particular range of prices over 90 days) .
Kbi Global Investors Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Kbi Global market risk premium is the additional return an investor will receive from holding Kbi Global 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 Kbi Global. 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 Kbi Global's alpha and beta are two of the key measurements used to evaluate Kbi Global's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5621 | |||
| Semi Deviation | 0.6701 | |||
| Standard Deviation | 0.7024 | |||
| Variance | 0.4934 |
Kbi Global Against Markets
Picking the right benchmark for Kbi Global 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 Kbi Global 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 Kbi Global is critical whether you are bullish or bearish towards Kbi Global Investors at a given time. Please also check how Kbi Global'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 Kbi Global 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 Kbi Mutual Fund?
Before investing in Kbi Global, 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 Kbi Global. To buy Kbi Global fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Kbi Global. 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 Kbi Global fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Kbi Global Investors 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 Kbi Global Investors 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 Kbi Global Investors, 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 Kbi Global Investors?
The danger of trading Kbi Global Investors 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 Kbi Global 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 Kbi Global. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Kbi Global Investors 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 Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Kbi Global Investors. 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 housing. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.