Guidemark Smallmid Cap Fund Quote
| GMSMX Fund | USD 20.81 0.11 0.53% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Guidemark Smallmid is trading at 20.81 as of the 12th of October 2024; that is 0.53 percent down since the beginning of the trading day. The fund's open price was 20.92. Guidemark Smallmid has about a 22 % 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 Guidemark Smallmid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of September 2024 and ending today, the 12th of October 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in the securities of small-to-medium capitalization companies. The sub-advisor considers small-to-medium capitalization companies to be companies, at the time of purchase, whose market capitalizations are within the range of the market capitalizations in the Russell 2500TM Index.. More on Guidemark Smallmid Cap
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Guidemark Mutual Fund Highlights
| Thematic Idea | Small Growth Funds (View all Themes) |
| Fund Concentration | GuideMark Funds, Large Funds, Small Blend Funds, Small Growth Funds, Small Blend, GuideMark, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Guidemark Smallmid Cap [GMSMX] is traded in USA and was established 12th of October 2024. Guidemark Smallmid is listed under GuideMark category by Fama And French industry classification. The fund is listed under Small Blend category and is part of GuideMark family. The entity is thematically classified as Small Growth Funds. This fund currently has accumulated 63.7 M in assets under management (AUM) with no minimum investment requirementsGuidemark Smallmid Cap is currently producing year-to-date (YTD) return of 9.48% with the current yeild of 0.0%, while the total return for the last 3 years was 2.83%.
Check Guidemark Smallmid 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 Guidemark 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 Guidemark 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 Guidemark Smallmid 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 Guidemark Smallmid Cap Mutual Fund Constituents
| FTNT | Fortinet | Stock | Information Technology | |
| GME | GameStop Corp | Stock | Consumer Discretionary | |
| POOL | Pool Corporation | Stock | Consumer Discretionary | |
| WSM | Williams Sonoma | Stock | Consumer Discretionary | |
| ATGE | Adtalem Global Education | Stock | Consumer Discretionary | |
| HRB | HR Block | Stock | Consumer Discretionary | |
| AOS | Smith AO | Stock | Industrials | |
| MOH | Molina Healthcare | Stock | Health Care |
Guidemark Smallmid Cap Risk Profiles
| Mean Deviation | 1.06 | |||
| Semi Deviation | 1.27 | |||
| Standard Deviation | 1.38 | |||
| Variance | 1.9 |
Guidemark Smallmid Against Markets
Other Information on Investing in Guidemark Mutual Fund
Guidemark Smallmid financial ratios help investors to determine whether Guidemark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Guidemark with respect to the benefits of owning Guidemark Smallmid security.
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