Us Global Leaders Fund Quote
| USLCX Fund | USD 48.53 0.20 0.41% |
Performance4 of 100
| Odds Of DistressLess than 22
|
Us Global is trading at 48.53 as of the 25th of April 2024; that is -0.41 percent down since the beginning of the trading day. The fund's open price was 48.73. Us Global 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 Us Global Leaders are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
The fund invests at least 80 percent of the funds net assets will be invested in common stocks of companies the manager regards as U.S. Global Leaders. It typically invests in large-capitalization companies. The fund may invest in other types of equity securities, including up to 20 percent of its net assets in foreign companies and in U.S.-traded securities of large-capitalization, well-established foreign issuers.. More on Us Global Leaders
Moving together with USLCX Mutual Fund
| 0.88 | JQLMX | Multimanager Lifestyle | PairCorr |
| 0.9 | JQLBX | Multimanager Lifestyle | PairCorr |
| 0.88 | JQLAX | Multimanager Lifestyle | PairCorr |
| 0.84 | JQLCX | Multimanager Lifestyle | PairCorr |
| 0.89 | JQLGX | Multimanager Lifestyle | PairCorr |
USLCX 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. Us Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Us Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | John Hancock Funds, Large Growth Funds, Large Growth, John Hancock (View all Sectors) |
| Update Date | 31st of March 2024 |
Us Global Leaders [USLCX] is traded in USA and was established 25th of April 2024. Us Global is listed under John Hancock category by Fama And French industry classification. The fund is listed under Large Growth category and is part of John Hancock family. This fund at this time has accumulated 1.66 B in net assets with no minimum investment requirementsUs Global Leaders is currently producing year-to-date (YTD) return of 4.94%, while the total return for the last 3 years was 1.08%.
Check Us Global 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 USLCX 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 USLCX 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 Us Global Leaders 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 Us Global Leaders Mutual Fund Constituents
| LOW | Lowes Companies | Stock | Consumer Discretionary |
| CERN | Cerner Corp | Stock | Health Information Services |
| EL | Estee Lauder Companies | Stock | Consumer Staples |
| SLB | Schlumberger NV | Stock | Energy |
| SBUX | Starbucks | Stock | Consumer Discretionary |
| INTU | Intuit Inc | Stock | Information Technology |
| YUM | Yum Brands | Stock | Consumer Discretionary |
Us Global Target Price Odds Analysis
Based on a normal probability distribution, the odds of Us Global jumping above the current price in 90 days from now is about 75.25%. The Us Global Leaders probability density function shows the probability of Us Global mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Us Global has a beta of 0.9876. This usually implies Us Global Leaders market returns are sensitive to returns on the market. As the market goes up or down, Us Global is expected to follow. Additionally, us Global Leaders 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 Us Global to move above the current price in 90 days from now is about 75.25 (This Us Global Leaders probability density function shows the probability of USLCX Mutual Fund to fall within a particular range of prices over 90 days) .
Us Global Leaders Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Us Global market risk premium is the additional return an investor will receive from holding Us Global 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 Us Global. 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 Us Global's alpha and beta are two of the key measurements used to evaluate Us Global's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6103 | |||
| Semi Deviation | 0.7377 | |||
| Standard Deviation | 0.7893 | |||
| Variance | 0.623 |
Us Global Against Markets
Picking the right benchmark for Us Global 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 Us Global 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 Us Global is critical whether you are bullish or bearish towards Us Global Leaders at a given time. Please also check how Us Global'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 Us Global 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 USLCX Mutual Fund?
Before investing in Us Global, 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 Us Global. To buy Us Global fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Us Global. 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 Us Global fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Us Global Leaders 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 Us Global Leaders 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 Us Global Leaders, 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 Us Global Leaders?
The danger of trading Us Global Leaders 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 Us Global 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 Us Global. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Us Global Leaders 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 Us Global Leaders. 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 Us Global Leaders information on this page should be used as a complementary analysis to other Us Global'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 Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.