Stralem Equity Fund Quote
| STRAX Fund | USD 27.48 0.15 0.55% |
Performance13 of 100
| Odds Of DistressLess than 17
|
Stralem Equity is trading at 27.48 as of the 20th of April 2024; that is 0.55 percent up since the beginning of the trading day. The fund's open price was 27.33. Stralem Equity has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Stralem Equity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of February 2023 and ending today, the 20th of April 2024. Click here to learn more.
The investment seeks maximum long-term total return, by investing primarily in equity securities of large companies. Sterling Capital is traded on NASDAQ Exchange in the United States. More on Stralem Equity Fund
Moving together with Stralem Mutual Fund
| 0.86 | BAEIX | Sterling Capital Equity | PairCorr |
| 0.97 | SBIAX | Sterling Capital Beh | PairCorr |
| 0.89 | SBIDX | Sterling Capital Beh | PairCorr |
| 0.93 | SBIIX | Sterling Capital Beh | PairCorr |
Stralem 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. Stralem Equity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Stralem Equity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| CEO, Director | Gudmundur Palmason |
| Fund Concentration | Sterling Capital Funds, Large Value Funds, OMX Stockholm Funds, OMX Stockholm Small Funds, Large Value, Sterling Capital Funds, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2024 |
Stralem Equity Fund [STRAX] is traded in USA and was established 20th of April 2024. Stralem Equity is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Sterling Capital Funds family. This fund at this time has accumulated 312.85 M in assets with no minimum investment requirementsStralem Equity is currently producing year-to-date (YTD) return of 9.54% with the current yeild of 0.02%, while the total return for the last 3 years was 9.24%.
Check Stralem Equity Probability Of Bankruptcy
Instrument Allocation
Top Stralem Equity Fund Mutual Fund Constituents
| HPQ | HP Inc | Stock | Information Technology |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| BMY | Bristol Myers Squibb | Stock | Health Care |
| ANTM | Anthem Inc | Stock | Healthcare Plans |
| UPS | United Parcel Service | Stock | Industrials |
| MPC | Marathon Petroleum Corp | Stock | Energy |
| EXC | Exelon | Stock | Utilities |
Stralem Equity Target Price Odds Analysis
Based on a normal probability distribution, the odds of Stralem Equity jumping above the current price in 90 days from now is about 40.04%. The Stralem Equity Fund probability density function shows the probability of Stralem Equity mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Stralem Equity has a beta of 0.9307. This usually implies Stralem Equity Fund market returns are sensitive to returns on the market. As the market goes up or down, Stralem Equity is expected to follow. Additionally, stralem Equity Fund has an alpha of 0.0354, implying that it can generate a 0.0354 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Stralem Equity to move above the current price in 90 days from now is about 40.04 (This Stralem Equity Fund probability density function shows the probability of Stralem Mutual Fund to fall within a particular range of prices over 90 days) .
Stralem Equity Top Holders
| ADVT | Advantis Corp | Stock | Health Care |
| ITMC | Itoco Inc | Pink Sheet | Biotechnology |
Stralem Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Stralem Equity market risk premium is the additional return an investor will receive from holding Stralem Equity 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 Stralem Equity. 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 Stralem Equity's alpha and beta are two of the key measurements used to evaluate Stralem Equity's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5333 | |||
| Semi Deviation | 0.5809 | |||
| Standard Deviation | 0.6943 | |||
| Variance | 0.482 |
Stralem Equity Against Markets
Picking the right benchmark for Stralem Equity 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 Stralem Equity 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 Stralem Equity is critical whether you are bullish or bearish towards Stralem Equity Fund at a given time. Please also check how Stralem Equity'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 Stralem Equity 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 Stralem Mutual Fund?
Before investing in Stralem Equity, 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 Stralem Equity. To buy Stralem Equity fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Stralem Equity. 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 Stralem Equity fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Stralem Equity 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 Stralem Equity 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 Stralem Equity 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 Stralem Equity Fund?
The danger of trading Stralem Equity 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 Stralem Equity 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 Stralem Equity. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Stralem 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 Stralem Equity 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 Stralem Equity information on this page should be used as a complementary analysis to other Stralem Equity'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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.