Qs Strategic Real Fund Quote
| LRRAX Fund | USD 9.60 0.00 0.00% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Qs Strategic is trading at 9.60 as of the 25th of April 2024; that is No Change since the beginning of the trading day. The fund's open price was 9.6. Qs Strategic has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Qs Strategic Real are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
In seeking to meet its investment goal, the fund implements a tactical asset allocation program overseen by the funds adviser. It may allocate its assets among five investment sleeves Inflation-Linked Debt Securities , Global Equity Securities , Commodity-Linked Securities , Exchange-Traded Funds that invest in Real Estate Investment Trusts and Exchange-Traded Funds that invest in REITs , Tactical Strategy . More on Qs Strategic Real
Moving together with LRRAX Mutual Fund
| 0.77 | TEBIX | Franklin Mutual Beacon | PairCorr |
| 0.76 | TEDMX | Templeton Developing | PairCorr |
| 0.79 | TEDIX | Franklin Mutual Global | PairCorr |
| 0.81 | TEDSX | Franklin Mutual Global | PairCorr |
| 0.78 | TEDRX | Franklin Mutual Global | PairCorr |
| 0.87 | TEFRX | Templeton Foreign | PairCorr |
| 0.89 | TEFTX | Templeton Foreign | PairCorr |
Moving against LRRAX Mutual Fund
| 0.44 | TEGBX | Templeton Global Bond | PairCorr |
LRRAX 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 Strategic's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Qs Strategic or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 30th of January 2023 |
| Fiscal Year End | September |
Qs Strategic Real [LRRAX] is traded in USA and was established 25th of April 2024. Qs Strategic is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Franklin Templeton Investments family. This fund now has accumulated 101.2 M in assets with no minimum investment requirementsQs Strategic Real is currently producing year-to-date (YTD) return of 2.78% with the current yeild of 0.03%, while the total return for the last 3 years was 2.96%.
Check Qs Strategic 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 LRRAX 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 LRRAX 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 Strategic Real 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 Strategic Real Mutual Fund Constituents
| AGPXX | Invesco Short Term Investments | Money Market Fund | US Money Market Fund |
| MTUM | iShares MSCI USA | Etf | Large Growth |
| SPHQ | Invesco SP 500 | Etf | Large Blend |
| VNQ | Vanguard Real Estate | Etf | Real Estate |
| QUAL | iShares MSCI USA | Etf | Large Blend |
| MGV | Vanguard Mega Cap | Etf | Large Value |
| QDF | FlexShares Quality Dividend | Etf | Large Value |
Qs Strategic Target Price Odds Analysis
Based on a normal probability distribution, the odds of Qs Strategic jumping above the current price in 90 days from now is about 14.2%. The Qs Strategic Real probability density function shows the probability of Qs Strategic mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Qs Strategic Real has a beta of -0.2211. This indicates as returns on the benchmark increase, returns on holding Qs Strategic are expected to decrease at a much lower rate. During a bear market, however, Qs Strategic Real is likely to outperform the market. Additionally, qs Strategic Real has an alpha of 0.0791, implying that it can generate a 0.0791 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Qs Strategic to move above the current price in 90 days from now is about 14.2 (This Qs Strategic Real probability density function shows the probability of LRRAX Mutual Fund to fall within a particular range of prices over 90 days) .
Qs Strategic Real Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Qs Strategic market risk premium is the additional return an investor will receive from holding Qs Strategic 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 Strategic. 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 Strategic's alpha and beta are two of the key measurements used to evaluate Qs Strategic's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.2917 | |||
| Semi Deviation | 0.2551 | |||
| Standard Deviation | 0.3945 | |||
| Variance | 0.1557 |
Qs Strategic Against Markets
Picking the right benchmark for Qs Strategic 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 Strategic 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 Strategic is critical whether you are bullish or bearish towards Qs Strategic Real at a given time. Please also check how Qs Strategic'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 Strategic 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?
Run Sectors Now
SectorsList of equity sectors categorizing publicly traded companies based on their primary business activities |
| All Next | Launch Module |
How to buy LRRAX Mutual Fund?
Before investing in Qs Strategic, 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 Strategic. To buy Qs Strategic fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Qs Strategic. 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 Strategic fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Qs Strategic Real 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 Strategic Real 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 Strategic Real, 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 Strategic Real?
The danger of trading Qs Strategic Real 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 Strategic 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 Strategic. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Qs Strategic Real 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 Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Qs Strategic Real. 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 Qs Strategic Real information on this page should be used as a complementary analysis to other Qs Strategic'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 Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.