Fulcrum Diversified Absolute Fund Quote

FARIX Fund  USD 9.36  0.05  0.54%   

Performance

12 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
Fulcrum Diversified is trading at 9.36 as of the 18th of March 2024; that is 0.54 percent up since the beginning of the trading day. The fund's open price was 9.31. Fulcrum Diversified has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Fulcrum Diversified Absolute are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of February 2024 and ending today, the 18th of March 2024. Click here to learn more.
In seeking to achieve its aim of long-term absolute returns, the fund aims to hold a diversified portfolio and achieve long-term absolute returns in all market conditions over rolling five-year periods, with lower volatility than equity markets and in excess of inflation. More on Fulcrum Diversified Absolute

Moving together with Fulcrum Mutual Fund

  0.8STFGX State Farm GrowthPairCorr
  1.0FARYX Fulcrum DiversifiedPairCorr
  0.82MBXFX Catalystmillburn HedgePairCorr
  0.82MBXIX Catalystmillburn Hedge Steady GrowthPairCorr
  0.82MBXAX Catalystmillburn HedgePairCorr
  0.82MBXCX Catalystmillburn HedgePairCorr

Fulcrum 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. Fulcrum Diversified's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fulcrum Diversified or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic IdeaConservative Funds (View all Themes)
Fund ConcentrationFulcrum Funds, Large Blend Funds, Macro Trading Funds, Conservative Funds, Macro Trading, Fulcrum, Large Blend, Macro Trading (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date31st of October 2022
Fiscal Year EndJune
Fulcrum Diversified Absolute [FARIX] is traded in USA and was established 18th of March 2024. Fulcrum Diversified is listed under Fulcrum category by Fama And French industry classification. The fund is listed under Macro Trading category and is part of Fulcrum family. The entity is thematically classified as Conservative Funds. This fund currently has accumulated 262.79 M in assets under management (AUM) with no minimum investment requirementsFulcrum Diversified is currently producing year-to-date (YTD) return of 2.87% with the current yeild of 0.01%, while the total return for the last 3 years was 1.29%.
Check Fulcrum Diversified 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 Fulcrum 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 Fulcrum 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 Fulcrum Diversified Absolute 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.

Fulcrum Diversified Target Price Odds Analysis

Based on a normal probability distribution, the odds of Fulcrum Diversified jumping above the current price in 90 days from now is under 4%. The Fulcrum Diversified Absolute probability density function shows the probability of Fulcrum Diversified mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Fulcrum Diversified has a beta of 0.2763. This usually indicates as returns on the market go up, Fulcrum Diversified average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Fulcrum Diversified Absolute will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0206, implying that it can generate a 0.0206 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 9.36HorizonTargetOdds Above 9.36
96.62%90 days
 9.36 
3.24%
Based on a normal probability distribution, the odds of Fulcrum Diversified to move above the current price in 90 days from now is under 4 (This Fulcrum Diversified Absolute probability density function shows the probability of Fulcrum Mutual Fund to fall within a particular range of prices over 90 days) .

Fulcrum Diversified Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fulcrum Diversified market risk premium is the additional return an investor will receive from holding Fulcrum Diversified 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 Fulcrum Diversified. 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 Fulcrum Diversified's alpha and beta are two of the key measurements used to evaluate Fulcrum Diversified's performance over the market, the standard measures of volatility play an important role as well.

Fulcrum Diversified Against Markets

Picking the right benchmark for Fulcrum Diversified 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 Fulcrum Diversified 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 Fulcrum Diversified is critical whether you are bullish or bearish towards Fulcrum Diversified Absolute at a given time. Please also check how Fulcrum Diversified'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 Fulcrum Diversified 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.

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How to buy Fulcrum Mutual Fund?

Before investing in Fulcrum Diversified, 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 Fulcrum Diversified. To buy Fulcrum Diversified fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Fulcrum Diversified. 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 Fulcrum Diversified fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Fulcrum Diversified Absolute 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 Fulcrum Diversified Absolute 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 Fulcrum Diversified Absolute, 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 Fulcrum Diversified Absolute?

The danger of trading Fulcrum Diversified Absolute 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 Fulcrum Diversified 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 Fulcrum Diversified. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fulcrum Diversified 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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fulcrum Diversified Absolute. 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 gross domestic product.
You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

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When running Fulcrum Diversified's price analysis, check to measure Fulcrum Diversified's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fulcrum Diversified is operating at the current time. Most of Fulcrum Diversified's value examination focuses on studying past and present price action to predict the probability of Fulcrum Diversified's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fulcrum Diversified's price. Additionally, you may evaluate how the addition of Fulcrum Diversified to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fulcrum Diversified's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fulcrum Diversified is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fulcrum Diversified's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.