Boyar Value is trading at 33.26 as of the 20th of July 2025; that is 0.03 percent increase since the beginning of the trading day. The fund's open price was 33.25. Boyar Value has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
Under normal market conditions, the fund invests primarily in equity securities that are believed by the Adviser to be intrinsically undervalued, including common stock, preferred stock or securities convertible into or exchangeable for common stock. Intrinsic value, as the Adviser defines it, is the estimated current worth that would accrue to the stockholders of a company, either through liquidation of corporate assets upon termination of operations, or through the sale or merger of the entire enterprise as a continuing business.. More on Boyar Value Fund
Boyar Value Fund [BOYAX] is traded in USA and was established 20th of July 2025. Boyar Value is listed under Boyar Value Fund category by Fama And French industry classification. The fund is listed under Large Value category and is part of Boyar Value Fund family. This fund currently has accumulated 27.45 M in assets under management (AUM) with minimum initial investment of 2.5 K. Boyar Value Fund is currently producing year-to-date (YTD) return of 9.48% with the current yeild of 0.0%, while the total return for the last 3 years was 12.64%.
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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 Boyar 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 Boyar 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 Boyar Value Fund 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.
Other Information on Investing in Boyar Mutual Fund
Boyar Value financial ratios help investors to determine whether Boyar Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Boyar with respect to the benefits of owning Boyar Value security.