Americafirst Large Cap Fund Quote
| SBQAX Fund | USD 12.96 0.01 0.08% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Americafirst Large is trading at 12.96 as of the 24th of April 2024; that is -0.08% down since the beginning of the trading day. The fund's open price was 12.97. Americafirst Large has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Americafirst Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
The fund invests primarily in the common stocks of large capitalization domestic companies that have engaged in repurchasing a portion of the companys outstanding shares over the last year. Under normal conditions, it will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in large capitalization companies. More on Americafirst Large Cap
Moving together with Americafirst Mutual Fund
| 1.0 | SBQIX | Americafirst Large Cap | PairCorr |
| 1.0 | SBQUX | Americafirst Large Cap | PairCorr |
| 0.81 | AFPIX | Americafirst Income | PairCorr |
Americafirst 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. Americafirst Large's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Americafirst Large or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Large Value Funds (View all Themes) |
| Fund Concentration | AmericaFirst Funds, Large Blend Funds, Large Value Funds, Large Blend, AmericaFirst Funds, Large, Large Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | December |
Americafirst Large Cap [SBQAX] is traded in USA and was established 24th of April 2024. Americafirst Large is listed under AmericaFirst Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of AmericaFirst Funds family. The entity is thematically classified as Large Value Funds. This fund at this time has accumulated 2.77 M in assets with no minimum investment requirementsAmericafirst Large Cap is currently producing year-to-date (YTD) return of 9.28%, while the total return for the last 3 years was 7.93%.
Check Americafirst Large 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 Americafirst 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 Americafirst 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 Americafirst Large 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 Americafirst Large Cap Mutual Fund Constituents
| TRV | The Travelers Companies | Stock | Financials |
| CHTR | Charter Communications | Stock | Communication Services |
| SWKS | Skyworks Solutions | Stock | Information Technology |
| JPM | JPMorgan Chase Co | Stock | Financials |
| SYF | Synchrony Financial | Stock | Financials |
| NVO | Novo Nordisk AS | Stock | Health Care |
| FFIV | F5 Networks | Stock | Information Technology |
Americafirst Large Target Price Odds Analysis
Based on a normal probability distribution, the odds of Americafirst Large jumping above the current price in 90 days from now is about 33.0%. The Americafirst Large Cap probability density function shows the probability of Americafirst Large mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Americafirst Large has a beta of 0.9497. This usually implies Americafirst Large Cap market returns are sensitive to returns on the market. As the market goes up or down, Americafirst Large is expected to follow. Additionally, americafirst Large Cap has an alpha of 0.0452, implying that it can generate a 0.0452 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Americafirst Large to move above the current price in 90 days from now is about 33.0 (This Americafirst Large Cap probability density function shows the probability of Americafirst Mutual Fund to fall within a particular range of prices over 90 days) .
Americafirst Large Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Americafirst Large market risk premium is the additional return an investor will receive from holding Americafirst Large 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 Americafirst Large. 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 Americafirst Large's alpha and beta are two of the key measurements used to evaluate Americafirst Large's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6539 | |||
| Semi Deviation | 0.6182 | |||
| Standard Deviation | 0.8004 | |||
| Variance | 0.6406 |
Americafirst Large Against Markets
Picking the right benchmark for Americafirst Large 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 Americafirst Large 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 Americafirst Large is critical whether you are bullish or bearish towards Americafirst Large Cap at a given time. Please also check how Americafirst Large'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 Americafirst Large 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 Americafirst Mutual Fund?
Before investing in Americafirst Large, 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 Americafirst Large. To buy Americafirst Large fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Americafirst Large. 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 Americafirst Large fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Americafirst Large Cap 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 Americafirst Large Cap 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 Americafirst Large Cap, 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 Americafirst Large Cap?
The danger of trading Americafirst Large Cap 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 Americafirst Large 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 Americafirst Large. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Americafirst Large Cap 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 World Market Map to better understand how to build diversified portfolios, which includes a position in Americafirst Large Cap. 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 Americafirst Large Cap information on this page should be used as a complementary analysis to other Americafirst Large'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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.