The Sector Rotation Fund Quote

NAVFX Fund  USD 15.54  0.01  0.06%   

Performance

15 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 34

 
100  
 
Zero
Below Average
The Sector is trading at 15.54 as of the 29th of March 2024; that is -0.06 percent decrease since the beginning of the trading day. The fund's open price was 15.55. The Sector has about a 34 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 The Sector Rotation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. Click here to learn more.
Under normal circumstances, the fund invests in shares of exchange-traded funds . Sector Rotation is traded on NASDAQ Exchange in the United States. More on The Sector Rotation

Moving together with The Mutual Fund

  0.75FAFGX American FundsPairCorr
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  0.74GFACX Growth FundPairCorr
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  0.75AGTHX Growth FundPairCorr
  0.75CGFFX Growth FundPairCorr
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The 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. The Sector's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding The Sector or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationLarge Growth, Nottingham, Large Blend, Tactical Allocation (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
The Sector Rotation [NAVFX] is traded in USA and was established 29th of March 2024. The fund is listed under Large Growth category and is part of Nottingham family. This fund now has accumulated 30.61 M in assets with minimum initial investment of 2.5 K. The Sector Rotation is currently producing year-to-date (YTD) return of 8.48%, while the total return for the last 3 years was 6.67%.
Check The Sector Probability Of Bankruptcy

Instrument Allocation

Top The Sector Rotation Mutual Fund Constituents

VGTVanguard Information TechnologyEtfTechnology
XRTSPDR SP RetailEtfConsumer Cyclical
CUREDirexion Daily HealthcareEtfTrading--Leveraged Equity
SDSProShares UltraShort SP500EtfTrading--Inverse Equity
VDCVanguard Consumer StaplesEtfConsumer Defensive
TIPIShares TIPS BondEtfInflation-Protected Bond
EWTIShares MSCI TaiwanEtfChina Region
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The Sector Rotation Risk Profiles

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

The Sector Against Markets

Picking the right benchmark for The Sector 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 The Sector 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 The Sector is critical whether you are bullish or bearish towards The Sector Rotation at a given time. Please also check how The Sector'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 The Sector 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 The Mutual Fund?

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

The danger of trading The Sector Rotation 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 The Sector 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 The Sector. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile The Sector Rotation 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 The Sector Rotation. 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 census.
Note that the The Sector Rotation information on this page should be used as a complementary analysis to other The Sector'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 Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

Complementary Tools for The Mutual Fund analysis

When running The Sector's price analysis, check to measure The Sector'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 The Sector is operating at the current time. Most of The Sector's value examination focuses on studying past and present price action to predict the probability of The Sector's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move The Sector's price. Additionally, you may evaluate how the addition of The Sector to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between The Sector's value and its price as these two are different measures arrived at by different means. Investors typically determine if The Sector is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, The Sector'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.