Usa Mutuals Vice Fund Quote
| VICVX Fund | USD 21.51 0.24 1.13% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Usa Mutuals is trading at 21.51 as of the 23rd of April 2024; that is 1.13 percent up since the beginning of the trading day. The fund's open price was 21.27. Usa Mutuals 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 Usa Mutuals Vice are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of March 2024 and ending today, the 23rd of April 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of companies that derive a significant portion of their revenues from a group of vice industries that includes the alcoholic beverages, defenseaerospace, gaming and tobacco industries. More on Usa Mutuals Vice
Moving together with Usa Mutual Fund
| 0.82 | UNAVX | Usa Mutuals Navigator | PairCorr |
| 1.0 | VICEX | Usa Mutuals Vice | PairCorr |
| 1.0 | VICCX | Usa Mutuals Vice | PairCorr |
| 1.0 | VICAX | Usa Mutuals Vice | PairCorr |
| 0.87 | FCWGX | American Funds Capital | PairCorr |
| 0.87 | FWCGX | American Funds Capital | PairCorr |
Usa 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. Usa Mutuals' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Usa Mutuals or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | USA Mutuals Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, USA Mutuals (View all Sectors) |
| Update Date | 31st of March 2024 |
Usa Mutuals Vice [VICVX] is traded in USA and was established 23rd of April 2024. Usa Mutuals is listed under USA Mutuals category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of USA Mutuals family. This fund at this time has accumulated 197.97 M in net assets with no minimum investment requirementsUsa Mutuals Vice is currently producing year-to-date (YTD) return of 0.33% with the current yeild of 0.02%, while the total return for the last 3 years was -3.8%.
Check Usa Mutuals 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 Usa 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 Usa 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 Usa Mutuals Vice 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 Usa Mutuals Vice Mutual Fund Constituents
| CHDN | Churchill Downs Incorporated | Stock | Consumer Discretionary |
| STZ | Constellation Brands Class | Stock | Consumer Staples |
| RTX | Raytheon Technologies Corp | Stock | Industrials |
| PM | Philip Morris International | Stock | Consumer Staples |
| NOC | Northrop Grumman | Stock | Industrials |
| MO | Altria Group | Stock | Consumer Staples |
| LVS | Las Vegas Sands | Stock | Consumer Discretionary |
Usa Mutuals Target Price Odds Analysis
Based on a normal probability distribution, the odds of Usa Mutuals jumping above the current price in 90 days from now is about 45.81%. The Usa Mutuals Vice probability density function shows the probability of Usa Mutuals mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Usa Mutuals has a beta of 0.6668. This entails as returns on the market go up, Usa Mutuals average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Usa Mutuals Vice will be expected to be much smaller as well. Additionally, usa Mutuals Vice has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Usa Mutuals to move above the current price in 90 days from now is about 45.81 (This Usa Mutuals Vice probability density function shows the probability of Usa Mutual Fund to fall within a particular range of prices over 90 days) .
Usa Mutuals Vice Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Usa Mutuals market risk premium is the additional return an investor will receive from holding Usa Mutuals 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 Usa Mutuals. 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 Usa Mutuals' alpha and beta are two of the key measurements used to evaluate Usa Mutuals' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4223 | |||
| Semi Deviation | 0.4624 | |||
| Standard Deviation | 0.5529 | |||
| Variance | 0.3056 |
Usa Mutuals Against Markets
Picking the right benchmark for Usa Mutuals 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 Usa Mutuals 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 Usa Mutuals is critical whether you are bullish or bearish towards Usa Mutuals Vice at a given time. Please also check how Usa Mutuals' 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 Usa Mutuals 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 Usa Mutual Fund?
Before investing in Usa Mutuals, 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 Usa Mutuals. To buy Usa Mutuals fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Usa Mutuals. 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 Usa Mutuals fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Usa Mutuals Vice 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 Usa Mutuals Vice 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 Usa Mutuals Vice, 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 Usa Mutuals Vice?
The danger of trading Usa Mutuals Vice 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 Usa Mutuals 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 Usa Mutuals. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Usa Mutuals Vice 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 World Market Map to better understand how to build diversified portfolios, which includes a position in Usa Mutuals Vice. 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 real. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.