Multi Asset Growth Strategy Fund Quote
| RAZCX Fund | USD 10.35 0.01 0.1% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Multi Asset is trading at 10.35 as of the 21st of May 2024; that is 0.1 percent up since the beginning of the trading day. The fund's open price was 10.34. Multi Asset has less than a 18 % 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 Multi Asset Growth Strategy are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of July 2022 and ending today, the 21st of May 2024. Click here to learn more.
The funds target strategic asset allocation is 60 percent to global equity or equity-related securities or instruments, including equity securities of real assets-related companies, and 40 percent global fixed income or fixed income-related securities or instruments, including high yield debt. More on Multi Asset Growth Strategy
Moving together with Multi Mutual Fund
| 0.95 | RNTTX | International Developed | PairCorr |
| 0.69 | RREAX | Global Real Estate | PairCorr |
| 0.7 | RREYX | Global Real Estate | PairCorr |
| 0.69 | RRESX | Global Real Estate | PairCorr |
| 0.67 | RRSCX | Global Real Estate | PairCorr |
| 0.69 | RRSRX | Global Real Estate | PairCorr |
| 0.93 | RALAX | Growth Strategy | PairCorr |
Multi 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. Multi Asset's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Multi Asset or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Russell Funds, Large Blend Funds, World Allocation Funds, World Allocation, Russell (View all Sectors) |
| Update Date | 31st of March 2024 |
Multi Asset Growth Strategy [RAZCX] is traded in USA and was established 21st of May 2024. Multi Asset is listed under Russell category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Russell family. This fund at this time has accumulated 2.35 B in assets with no minimum investment requirementsMulti Asset Growth is currently producing year-to-date (YTD) return of 5.32% with the current yeild of 0.03%, while the total return for the last 3 years was 0.4%.
Check Multi Asset 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 Multi 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 Multi 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 Multi Asset Growth Strategy 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 Multi Asset Growth Strategy Mutual Fund Constituents
| ATO | Atmos Energy | Stock | Utilities |
| UNVR | Univar Inc | Stock | Industrials |
| WRK | WestRock Co | Stock | Materials |
Multi Asset Growth Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Multi Asset market risk premium is the additional return an investor will receive from holding Multi Asset 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 Multi Asset. 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 Multi Asset's alpha and beta are two of the key measurements used to evaluate Multi Asset's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3336 | |||
| Semi Deviation | 0.3073 | |||
| Standard Deviation | 0.4316 | |||
| Variance | 0.1863 |
Multi Asset Against Markets
Picking the right benchmark for Multi Asset 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 Multi Asset 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 Multi Asset is critical whether you are bullish or bearish towards Multi Asset Growth Strategy at a given time. Please also check how Multi Asset'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 Multi Asset 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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Portfolio ComparatorCompare the composition, asset allocations and performance of any two portfolios in your account |
| All Next | Launch Module |
How to buy Multi Mutual Fund?
Before investing in Multi Asset, 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 Multi Asset. To buy Multi Asset fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Multi Asset. 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 Multi Asset fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Multi Asset Growth Strategy 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 Multi Asset Growth Strategy 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 Multi Asset Growth Strategy, 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 Multi Asset Growth Strategy?
The danger of trading Multi Asset Growth Strategy 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 Multi Asset 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 Multi Asset. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Multi Asset Growth 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 Your Equity Center to better understand how to build diversified portfolios, which includes a position in Multi Asset Growth Strategy. 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 Multi Asset Growth information on this page should be used as a complementary analysis to other Multi Asset'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 Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.