This list of potential positions covers Funds with above average long term performance indicators. Solid funds with above average long term performance indicators based on Macroaxis rating system in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using
tools to further calibrate your research.
Real Estate Fund [AREDX] is traded in USA and was established 13th of May 2024. The fund is listed under Real Estate category and is part of
American Century Investments family. The entity is thematically classified as
Monster Funds. This fund presently has accumulated 1.05
B in
assets under management (AUM) with no minimum investment requirementsReal Estate Fund is currently producing year-to-date (YTD) return of 11.43% with the current yeild of 0.03%, while the total return for the last 3 years was -1.31%. At this time, the fund appears to be
fairly valued.
Real Estate Fund holds a recent
Real Value of $23.57 per share. The prevailing price of the fund is $23.57. We determine the value of
Real Estate Fund from analyzing fund
fundamentals and
technical indicators as well as its
Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing
real values will merge together.
Fidelity Advisor Biotechnology [FBTIX] is traded in USA and was established 13th of May 2024. Fidelity Advisor is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Health category and is part of
Fidelity Investments family. The entity is thematically classified as
Monster Funds. This fund currently has accumulated 2.85
B in
assets under management (AUM) with no minimum investment requirementsFidelity Advisor Bio is currently producing year-to-date (YTD) return of 7.84% with the current yeild of 0.01%, while the total return for the last 3 years was 4.41%.
Biotechnology Portfolio Biotechnology [FBIOX] is traded in USA and was established 13th of May 2024. Biotechnology Portfolio is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Health category and is part of
Fidelity Investments family. The entity is thematically classified as
Monster Funds. This fund currently has accumulated 4.78
B in
assets under management (AUM) with no minimum investment requirementsBiotechnology Portfolio is currently producing year-to-date (YTD) return of 4.17% with the current yeild of 0.0%, while the total return for the last 3 years was -4.06%. At this time, the entity appears to be
fairly valued.
Biotechnology Portfolio shows a prevailing
Real Value of $18.26 per share. The current price of the fund is $18.1. We determine the value of
Biotechnology Portfolio from analyzing fund
fundamentals and
technical indicators as well as its
Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing
real values will blend.
T Rowe Price [PRASX] is traded in USA and was established 13th of May 2024. T Rowe is listed under T. Rowe Price category by Fama And French industry classification. The fund is listed under Pacific/Asia ex-Japan Stk category and is part of
T. Rowe Price family. The entity is thematically classified as
Baby Boomer Prospects. This fund at this time has accumulated 2.75
B in
assets with minimum initial investment of 2.5
K. T Rowe Price is currently producing year-to-date (YTD) return of 4.17% with the current yeild of 0.02%, while the total return for the last 3 years was -9.79%.
Dreyfus Diversified Emerging [SBCEX] is traded in USA and was established 13th of May 2024. The fund is listed under Diversified Emerging Mkts category and is part of
BNY Mellon family. The entity is thematically classified as
Conservative Funds. Dreyfus Diversified at this time has accumulated 211.97
M in
assets with minimum initial investment of 1
K. , while the total return for the last 3 years was -0.53%.
Hennessy Japan Fund [HJPNX] is traded in USA and was established 13th of May 2024. Hennessy Japan is listed under Hennessy category by Fama And French industry classification. The fund is listed under Japan Stock category and is part of
Hennessy family. The entity is thematically classified as
Monster Funds. This fund currently has accumulated 288.93
M in
assets under management (AUM) with no minimum investment requirementsHennessy Japan is currently producing year-to-date (YTD) return of 13.49%, while the total return for the last 3 years was -0.14%.
Hennessy Japan Fund [HJPIX] is traded in USA and was established 13th of May 2024. Hennessy Japan is listed under Hennessy category by Fama And French industry classification. The fund is listed under Japan Stock category and is part of
Hennessy family. The entity is thematically classified as
Monster Funds. This fund currently has accumulated 288.93
M in
assets under management (AUM) with minimum initial investment of 250
K. Hennessy Japan is currently producing year-to-date (YTD) return of 11.72%, while the total return for the last 3 years was -0.47%.
Story appears to be empty
Real Estate Fund (AREDX)
Real Estate Fund [AREDX] is traded in USA and was established 13th of May 2024. The fund is listed under Real Estate category and is part of
American Century Investments family. The entity is thematically classified as
Monster Funds. This fund presently has accumulated 1.05
B in
assets under management (AUM) with no minimum investment requirementsReal Estate Fund is currently producing year-to-date (YTD) return of 11.43% with the current yeild of 0.03%, while the total return for the last 3 years was -1.31%. At this time, the fund appears to be
fairly valued.
Real Estate Fund holds a recent
Real Value of $23.57 per share. The prevailing price of the fund is $23.57. We determine the value of
Real Estate Fund from analyzing fund
fundamentals and
technical indicators as well as its
Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing
real values will merge together.
Fidelity Advisor Biotechnology (FBTIX)
Fidelity Advisor Biotechnology [FBTIX] is traded in USA and was established 13th of May 2024. Fidelity Advisor is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Health category and is part of
Fidelity Investments family. The entity is thematically classified as
Monster Funds. This fund currently has accumulated 2.85
B in
assets under management (AUM) with no minimum investment requirementsFidelity Advisor Bio is currently producing year-to-date (YTD) return of 7.84% with the current yeild of 0.01%, while the total return for the last 3 years was 4.41%.
Biotechnology Portfolio Biotechnology (FBIOX)
Biotechnology Portfolio Biotechnology [FBIOX] is traded in USA and was established 13th of May 2024. Biotechnology Portfolio is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Health category and is part of
Fidelity Investments family. The entity is thematically classified as
Monster Funds. This fund currently has accumulated 4.78
B in
assets under management (AUM) with no minimum investment requirementsBiotechnology Portfolio is currently producing year-to-date (YTD) return of 4.17% with the current yeild of 0.0%, while the total return for the last 3 years was -4.06%. At this time, the entity appears to be
fairly valued.
Biotechnology Portfolio shows a prevailing
Real Value of $18.26 per share. The current price of the fund is $18.1. We determine the value of
Biotechnology Portfolio from analyzing fund
fundamentals and
technical indicators as well as its
Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing
real values will blend.
T Rowe Price (PRASX)
T Rowe Price [PRASX] is traded in USA and was established 13th of May 2024. T Rowe is listed under T. Rowe Price category by Fama And French industry classification. The fund is listed under Pacific/Asia ex-Japan Stk category and is part of
T. Rowe Price family. The entity is thematically classified as
Baby Boomer Prospects. This fund at this time has accumulated 2.75
B in
assets with minimum initial investment of 2.5
K. T Rowe Price is currently producing year-to-date (YTD) return of 4.17% with the current yeild of 0.02%, while the total return for the last 3 years was -9.79%.
Dreyfus Diversified Emerging (SBCEX)
Dreyfus Diversified Emerging [SBCEX] is traded in USA and was established 13th of May 2024. The fund is listed under Diversified Emerging Mkts category and is part of
BNY Mellon family. The entity is thematically classified as
Conservative Funds. Dreyfus Diversified at this time has accumulated 211.97
M in
assets with minimum initial investment of 1
K. , while the total return for the last 3 years was -0.53%.
Hennessy Japan Fund (HJPNX)
Hennessy Japan Fund [HJPNX] is traded in USA and was established 13th of May 2024. Hennessy Japan is listed under Hennessy category by Fama And French industry classification. The fund is listed under Japan Stock category and is part of
Hennessy family. The entity is thematically classified as
Monster Funds. This fund currently has accumulated 288.93
M in
assets under management (AUM) with no minimum investment requirementsHennessy Japan is currently producing year-to-date (YTD) return of 13.49%, while the total return for the last 3 years was -0.14%.
Dreyfus Diversified Emerging (SBYEX)
Dreyfus Diversified Emerging [SBYEX] is traded in USA and was established 13th of May 2024. The fund is listed under Diversified Emerging Mkts category and is part of
BNY Mellon family. The entity is thematically classified as
Monster Funds. Dreyfus Diversified at this time has accumulated 99.68
M in
assets with no minimum investment requirements, while the total return for the last 3 years was -0.47%.
Hennessy Japan Fund (HJPIX)
Hennessy Japan Fund [HJPIX] is traded in USA and was established 13th of May 2024. Hennessy Japan is listed under Hennessy category by Fama And French industry classification. The fund is listed under Japan Stock category and is part of
Hennessy family. The entity is thematically classified as
Monster Funds. This fund currently has accumulated 288.93
M in
assets under management (AUM) with minimum initial investment of 250
K. Hennessy Japan is currently producing year-to-date (YTD) return of 11.72%, while the total return for the last 3 years was -0.47%.
Current Monster Funds Recommendations
Rifka Kats is a Member of Macroaxis Editorial Board. Rifka writes about retail product and service companies from the perspective of a regular consumer and sophisticated investor at the same time. She is passionate about corporate ethics and equality in the workforce.
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