Evolutionary Tree Innovators Fund Quote
| INVNX Fund | USD 18.05 0.02 0.11% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Evolutionary Tree is trading at 18.05 as of the 1st of May 2024; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 18.03. Evolutionary Tree has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Evolutionary Tree Innovators are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of March 2024 and ending today, the 1st of May 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing principally in 25-35 growth-oriented equity securities, including domestic securities and foreign securities trading as American Depository Receipts . The Adviser selects leading innovative businesses that benefit from various types of innovation, including new products, new services, and innovative business models, for inclusion in the funds portfolio. More on Evolutionary Tree Innovators
Moving together with Evolutionary Mutual Fund
| 1.0 | INVTX | Ultimus Managers Trust | PairCorr |
Evolutionary 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. Evolutionary Tree's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Evolutionary Tree or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Evolutionary Tree Funds, Large Growth Funds, Large Growth, Evolutionary Tree (View all Sectors) |
| Update Date | 31st of March 2024 |
Evolutionary Tree Innovators [INVNX] is traded in USA and was established 1st of May 2024. Evolutionary Tree is listed under Evolutionary Tree category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Evolutionary Tree family. Evolutionary Tree currently has accumulated 27.49 M in assets under management (AUM) with no minimum investment requirements
Check Evolutionary Tree 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 Evolutionary 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 Evolutionary 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 Evolutionary Tree Innovators 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 Evolutionary Tree Innovators Mutual Fund Constituents
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
| DKNG | DraftKings | Stock | Consumer Discretionary |
| HUBS | HubSpot | Stock | Information Technology |
| NFLX | Netflix | Stock | Communication Services |
| NOW | ServiceNow | Stock | Information Technology |
| PINS | Stock | Communication Services | |
| PTON | Peloton Interactive | Stock | Consumer Discretionary |
Evolutionary Tree Target Price Odds Analysis
Based on a normal probability distribution, the odds of Evolutionary Tree jumping above the current price in 90 days from now is about 91.54%. The Evolutionary Tree Innovators probability density function shows the probability of Evolutionary Tree mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Evolutionary Tree Innovators has a beta of -0.1087. This usually indicates as returns on the benchmark increase, returns on holding Evolutionary Tree are expected to decrease at a much lower rate. During a bear market, however, Evolutionary Tree Innovators is likely to outperform the market. Additionally, evolutionary Tree Innovators 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 Evolutionary Tree to move above the current price in 90 days from now is about 91.54 (This Evolutionary Tree Innovators probability density function shows the probability of Evolutionary Mutual Fund to fall within a particular range of prices over 90 days) .
Evolutionary Tree Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Evolutionary Tree market risk premium is the additional return an investor will receive from holding Evolutionary Tree 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 Evolutionary Tree. 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 Evolutionary Tree's alpha and beta are two of the key measurements used to evaluate Evolutionary Tree's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.9645 | |||
| Standard Deviation | 1.28 | |||
| Variance | 1.63 | |||
| Risk Adjusted Performance | 0.0044 |
Evolutionary Tree Against Markets
Picking the right benchmark for Evolutionary Tree 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 Evolutionary Tree 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 Evolutionary Tree is critical whether you are bullish or bearish towards Evolutionary Tree Innovators at a given time. Please also check how Evolutionary Tree'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 Evolutionary Tree 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 Evolutionary Mutual Fund?
Before investing in Evolutionary Tree, 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 Evolutionary Tree. To buy Evolutionary Tree fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Evolutionary Tree. 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 Evolutionary Tree fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Evolutionary Tree Innovators 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 Evolutionary Tree Innovators 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 Evolutionary Tree Innovators, 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 Evolutionary Tree Innovators?
The danger of trading Evolutionary Tree Innovators 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 Evolutionary Tree 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 Evolutionary Tree. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Evolutionary Tree 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 Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Evolutionary Tree Innovators. 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 board of governors. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.