Greenspring Fund Retail Fund Quote
| GRSPX Fund | USD 24.90 0.23 0.93% |
Performance13 of 100
| Odds Of DistressLess than 17
|
Greenspring Fund is trading at 24.90 as of the 24th of April 2024; that is 0.93 percent increase since the beginning of the trading day. The fund's open price was 24.67. Greenspring Fund has less than a 17 % 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 Greenspring Fund Retail are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of July 2022 and ending today, the 24th of April 2024. Click here to learn more.
The fund invests in stocks its investment adviser believes are undervalued at the time of purchase and fixed income investments, including corporate, convertible, and high yield bonds , that have the potential to provide income, capital appreciation or a combination of both. More on Greenspring Fund Retail
Moving together with Greenspring Mutual Fund
| 0.91 | GRIOX | Greenspring Me Oppor | PairCorr |
| 0.97 | VIMAX | Vanguard Mid Cap | PairCorr |
| 0.97 | VIMSX | Vanguard Mid Cap | PairCorr |
| 0.95 | VMCPX | Vanguard Mid Cap | PairCorr |
| 0.97 | VMCIX | Vanguard Mid Cap | PairCorr |
| 0.88 | VEXAX | Vanguard Extended Market | PairCorr |
Moving against Greenspring Mutual Fund
| 0.6 | BXECX | Barings Emerging Markets | PairCorr |
| 0.44 | BXEIX | Barings Emerging Markets | PairCorr |
Greenspring 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. Greenspring Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Greenspring Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Greenspring Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Greenspring (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Greenspring Fund Retail [GRSPX] is traded in USA and was established 24th of April 2024. Greenspring Fund is listed under Greenspring category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Greenspring family. This fund currently has accumulated 122.01 M in assets under management (AUM) with minimum initial investment of 2.5 K. Greenspring Fund Retail is currently producing year-to-date (YTD) return of 5.74% with the current yeild of 0.01%, while the total return for the last 3 years was 6.42%.
Check Greenspring Fund 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 Greenspring 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 Greenspring 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 Greenspring Fund Retail 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 Greenspring Fund Retail Mutual Fund Constituents
| NOVT | Novanta | Stock | Information Technology |
| SIX | Six Flags Entertainment | Stock | Consumer Discretionary |
| KBR | KBR Inc | Stock | Industrials |
| TRPXX | Short Term Investment Trust | Money Market Fund | US Money Market Fund |
| TAN | Invesco Solar ETF | Etf | Miscellaneous Sector |
| SHW | Sherwin Williams Co | Stock | Materials |
| RSG | Republic Services | Stock | Industrials |
Greenspring Fund Target Price Odds Analysis
Based on a normal probability distribution, the odds of Greenspring Fund jumping above the current price in 90 days from now is about 28.39%. The Greenspring Fund Retail probability density function shows the probability of Greenspring Fund mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1418. This usually indicates Greenspring Fund Retail market returns are sensitive to returns on the market. As the market goes up or down, Greenspring Fund is expected to follow. Additionally, greenspring Fund Retail has an alpha of 0.0299, implying that it can generate a 0.0299 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Greenspring Fund to move above the current price in 90 days from now is about 28.39 (This Greenspring Fund Retail probability density function shows the probability of Greenspring Mutual Fund to fall within a particular range of prices over 90 days) .
Greenspring Fund Retail Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Greenspring Fund market risk premium is the additional return an investor will receive from holding Greenspring Fund 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 Greenspring Fund. 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 Greenspring Fund's alpha and beta are two of the key measurements used to evaluate Greenspring Fund's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.616 | |||
| Semi Deviation | 0.6374 | |||
| Standard Deviation | 0.7837 | |||
| Variance | 0.6142 |
Greenspring Fund Against Markets
Picking the right benchmark for Greenspring Fund 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 Greenspring Fund 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 Greenspring Fund is critical whether you are bullish or bearish towards Greenspring Fund Retail at a given time. Please also check how Greenspring Fund'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 Greenspring Fund 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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How to buy Greenspring Mutual Fund?
Before investing in Greenspring Fund, 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 Greenspring Fund. To buy Greenspring Fund fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Greenspring Fund. 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 Greenspring Fund fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Greenspring Fund Retail 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 Greenspring Fund Retail 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 Greenspring Fund Retail, 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 Greenspring Fund Retail?
The danger of trading Greenspring Fund Retail 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 Greenspring Fund 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 Greenspring Fund. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Greenspring Fund Retail 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 Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Greenspring Fund Retail. 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 american community survey. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.