Concorde Wealth Management Fund Quote
| CONWX Fund | USD 18.42 0.02 0.11% |
PerformanceGood
| Odds Of DistressLow
|
Concorde Wealth is trading at 18.42 as of the 20th of July 2025; that is 0.11 percent decrease since the beginning of the trading day. The fund's open price was 18.44. Concorde Wealth has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good 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.
The fund invests primarily in a portfolio of equity securities that the adviser believes are undervalued, debt securities that offer appropriate current returns that are commensurate with related risks and private equity, based on risk and return attributes as dictated by broad market and economic conditions. More on Concorde Wealth Management
Moving together with Concorde Mutual Fund
Concorde Mutual Fund Highlights
| Fund Concentration | Concorde Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Concorde (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Concorde Wealth Management [CONWX] is traded in USA and was established 20th of July 2025. Concorde Wealth is listed under Concorde category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Concorde family. This fund currently has accumulated 36.27 M in assets under management (AUM) with minimum initial investment of 500. Concorde Wealth Mana is currently producing year-to-date (YTD) return of 4.22% with the current yeild of 0.01%, while the total return for the last 3 years was 8.03%.
Check Concorde Wealth 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 Concorde 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 Concorde 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 Concorde Wealth Management 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 Concorde Wealth Management Mutual Fund Constituents
| EHC | Encompass Health Corp | Stock | Health Care | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| DIS | Walt Disney | Stock | Communication Services | |
| FNV | Franco Nevada | Stock | Materials | |
| JPST | JPMorgan Ultra Short Income | Etf | Ultrashort Bond | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology | |
| PHYS | Sprott Physical Gold | Etf | Financials |
Concorde Wealth Mana Risk Profiles
| Mean Deviation | 0.3627 | |||
| Semi Deviation | 0.3514 | |||
| Standard Deviation | 0.4838 | |||
| Variance | 0.2341 |
Concorde Wealth Against Markets
Other Information on Investing in Concorde Mutual Fund
Concorde Wealth financial ratios help investors to determine whether Concorde 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 Concorde with respect to the benefits of owning Concorde Wealth security.
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