Mundoval Fund Mundoval Fund Quote
| MUNDX Fund | USD 26.24 0.05 0.19% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Mundoval Fund is trading at 26.24 as of the 23rd of April 2024; that is -0.19 percent decrease since the beginning of the trading day. The fund's open price was 26.29. Mundoval Fund 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 Mundoval Fund Mundoval are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of January 2024 and ending today, the 23rd of April 2024. Click here to learn more.
Under normal market conditions the fund invests primarily in common stocks of domestic and foreign large capitalization companies. Large capitalization companies are those with a market capitalization of 10 billion or more. The funds foreign investments consist primarily of American Depositary Receipts . More on Mundoval Fund Mundoval
Moving together with Mundoval Mutual Fund
| 0.95 | FNFPX | American Funds New | PairCorr |
| 0.95 | FFPNX | American Funds New | PairCorr |
| 0.95 | NPFCX | New Perspective | PairCorr |
| 0.95 | ANWPX | New Perspective | PairCorr |
| 0.95 | NPFFX | New Perspective | PairCorr |
| 0.95 | CNPAX | New Perspective | PairCorr |
Mundoval 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. Mundoval Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Mundoval Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Mundoval Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Mundoval Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
Mundoval Fund Mundoval [MUNDX] is traded in USA and was established 23rd of April 2024. Mundoval Fund is listed under Mundoval Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Mundoval Funds family. This fund now has accumulated 23.59 M in assets with minimum initial investment of 10 K. Mundoval Fund Mundoval is currently producing year-to-date (YTD) return of 4.69%, while the total return for the last 3 years was 3.48%.
Check Mundoval Fund 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 Mundoval 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 Mundoval 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 Mundoval Fund Mundoval 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 Mundoval Fund Mundoval Mutual Fund Constituents
| IBM | International Business Machines | Stock | Information Technology |
| AAPL | Apple Inc | Stock | Information Technology |
| BAC | Bank of America | Stock | Financials |
| DIS | Walt Disney | Stock | Communication Services |
| EL | Estee Lauder Companies | Stock | Consumer Staples |
| GOOG | Alphabet Inc Class C | Stock | Communication Services |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
Mundoval Fund Target Price Odds Analysis
Based on a normal probability distribution, the odds of Mundoval Fund jumping above the current price in 90 days from now is about 62.84%. The Mundoval Fund Mundoval probability density function shows the probability of Mundoval Fund mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Mundoval Fund has a beta of 0.847. This indicates as returns on the market go up, Mundoval Fund average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Mundoval Fund Mundoval will be expected to be much smaller as well. Additionally, mundoval Fund Mundoval has an alpha of 0.0201, implying that it can generate a 0.0201 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Mundoval Fund to move above the current price in 90 days from now is about 62.84 (This Mundoval Fund Mundoval probability density function shows the probability of Mundoval Mutual Fund to fall within a particular range of prices over 90 days) .
Mundoval Fund Mundoval Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Mundoval Fund market risk premium is the additional return an investor will receive from holding Mundoval Fund 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 Mundoval Fund. 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 Mundoval Fund's alpha and beta are two of the key measurements used to evaluate Mundoval Fund's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5286 | |||
| Semi Deviation | 0.5952 | |||
| Standard Deviation | 0.6742 | |||
| Variance | 0.4545 |
Mundoval Fund Against Markets
Picking the right benchmark for Mundoval Fund 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 Mundoval Fund 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 Mundoval Fund is critical whether you are bullish or bearish towards Mundoval Fund Mundoval at a given time. Please also check how Mundoval Fund'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 Mundoval Fund 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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Portfolio DiagnosticsUse generated alerts and portfolio events aggregator to diagnose current holdings |
| All Next | Launch Module |
How to buy Mundoval Mutual Fund?
Before investing in Mundoval Fund, 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 Mundoval Fund. To buy Mundoval Fund fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Mundoval Fund. 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 Mundoval Fund fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Mundoval Fund Mundoval 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 Mundoval Fund Mundoval 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 Mundoval Fund Mundoval, 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 Mundoval Fund Mundoval?
The danger of trading Mundoval Fund Mundoval 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 Mundoval Fund 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 Mundoval Fund. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Mundoval Fund Mundoval 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 Mundoval Fund Mundoval. 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 unemployment. Note that the Mundoval Fund Mundoval information on this page should be used as a complementary analysis to other Mundoval Fund'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 Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.