Us Defensive Mutual Fund Money Managers
| REQCX Fund | USD 43.02 0.48 1.13% |
Us Defensive is run by 2 fund managers with a total tenure of about 3 years, averaging roughly 1.0 years of service per executive, having 0.5 employees per reported executive. Fund managers are in charge of implementing Us Defensive Equity investing strategy and managing its portfolio trading activities. Break down of Us Defensive's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Us Defensive's future under-performance.
| James Barber Executive Fund Manager |
| More |
| Megan Roach Executive Fund Manager |
| More |
REQCX |
Us Defensive Net Asset Comparison
Us Defensive Equity is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 10.43 Billion. Us Defensive holds roughly 525.43 Million in net asset claiming about 5% of funds under Large Blend category.
Us Defensive Equity Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Us Defensive Equity Price Series Summation is a cross summation of Us Defensive price series and its benchmark/peer.
Us Defensive Notable Stakeholders
An Us Defensive stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Us Defensive often face trade-offs trying to please all of them. Us Defensive's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Us Defensive's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| James Barber | Fund Manager | Profile | |
| Megan Roach | Fund Manager | Profile |
About Us Defensive Management Performance
The success or failure of an entity such as Us Defensive Equity often depends on how effective the management is. Us Defensive management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of REQCX management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the REQCX management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in equity securities. The fund invests principally in common stocks of large and medium capitalization U.S. companies. The manager defines large and medium capitalization stocks as stocks of those companies represented by the Russell 1000 Index or within the capitalization range of the Russell 1000 Index.
Please note that past performance is not an indicator of the future performance of Us Defensive, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Us Defensive 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 main economic indicators. Note that the Us Defensive Equity information on this page should be used as a complementary analysis to other Us Defensive'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 Share Portfolio module to track or share privately all of your investments from the convenience of any device.