Qs Global Equity Fund Quote
| SMYIX Fund | USD 21.54 0.15 0.69% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Qs Global is trading at 21.54 as of the 20th of April 2024; that is -0.69% down since the beginning of the trading day. The fund's open price was 21.69. Qs Global 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 Qs Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of March 2024 and ending today, the 20th of April 2024. Click here to learn more.
The fund invests primarily in the common stock of U.S. and non-U.S. issuers. Under normal circumstances, it invests at least 80 percent of its assets in equity and equity-related securities. Equity securities include exchange-traded and over-the-counter common and preferred stocks, warrants and rights, securities convertible into common stocks, and securities of other investment companies and of real estate investment trusts .. More on Qs Global Equity
Moving together with SMYIX Mutual Fund
| 0.94 | TEBIX | Franklin Mutual Beacon | PairCorr |
| 0.95 | TEDMX | Templeton Developing | PairCorr |
| 0.92 | TEDIX | Franklin Mutual Global | PairCorr |
| 0.91 | TEDSX | Franklin Mutual Global | PairCorr |
| 0.92 | TEDRX | Franklin Mutual Global | PairCorr |
| 0.94 | TEFRX | Templeton Foreign | PairCorr |
| 0.91 | TEFTX | Templeton Foreign | PairCorr |
SMYIX 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. Qs Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Qs Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Qs Global Equity [SMYIX] is traded in USA and was established 20th of April 2024. Qs Global is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Franklin Templeton Investments family. The entity is thematically classified as World Allocation Funds. This fund at this time has accumulated 220.46 M in assets with no minimum investment requirementsQs Global Equity is currently producing year-to-date (YTD) return of 8.83% with the current yeild of 0.01%, while the total return for the last 3 years was 7.47%.
Check Qs 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 SMYIX 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 SMYIX 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 Qs Global Equity 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 Qs Global Equity Mutual Fund Constituents
| NTAP | NetApp Inc | Stock | Information Technology |
| BAX | Baxter International | Stock | Health Care |
| BA | The Boeing | Stock | Industrials |
| V | Visa Class A | Stock | Financials |
| HD | Home Depot | Stock | Consumer Discretionary |
| XOM | Exxon Mobil Corp | Stock | Energy |
| WMT | Walmart | Stock | Consumer Staples |
Qs Global Target Price Odds Analysis
Based on a normal probability distribution, the odds of Qs Global jumping above the current price in 90 days from now is about 63.22%. The Qs Global Equity probability density function shows the probability of Qs Global mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Qs Global has a beta of 0.9261. This usually implies Qs Global Equity market returns are sensitive to returns on the market. As the market goes up or down, Qs Global is expected to follow. Additionally, qs Global Equity has an alpha of 0.0301, implying that it can generate a 0.0301 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Qs Global to move above the current price in 90 days from now is about 63.22 (This Qs Global Equity probability density function shows the probability of SMYIX Mutual Fund to fall within a particular range of prices over 90 days) .
Qs Global Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Qs Global market risk premium is the additional return an investor will receive from holding Qs 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 Qs 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 Qs Global's alpha and beta are two of the key measurements used to evaluate Qs Global's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5791 | |||
| Semi Deviation | 0.5601 | |||
| Standard Deviation | 0.7483 | |||
| Variance | 0.56 |
Qs Global Against Markets
Picking the right benchmark for Qs 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 Qs 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 Qs Global is critical whether you are bullish or bearish towards Qs Global Equity at a given time. Please also check how Qs 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 Qs 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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How to buy SMYIX Mutual Fund?
Before investing in Qs 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 Qs Global. To buy Qs Global fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Qs 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 Qs Global fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Qs Global Equity 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 Qs Global Equity 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 Qs Global Equity, 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 Qs Global Equity?
The danger of trading Qs Global Equity 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 Qs 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 Qs Global. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Qs Global Equity 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 Qs Global Equity. 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 gross domestic product. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..