Issachar Fund Issachar Fund Quote
| LIONX Fund | USD 10.07 0.03 0.30% |
PerformanceGood
| Odds Of DistressLow
|
Issachar Fund is trading at 10.07 as of the 21st of July 2025; that is 0.3 percent down since the beginning of the trading day. The fund's open price was 10.1. Issachar Fund has less than a 19 % 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 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The Adviser employs an opportunistic long andor short investment strategy in which the fund invests in equity andor fixed income securities through individual securities, exchange-traded funds , and other investment companies. The fund seeks to avoid major declines and maximize profit potential during up-trends in the market.. More on Issachar Fund Issachar
Moving together with Issachar Mutual Fund
Issachar Mutual Fund Highlights
| Fund Concentration | Issachar Fund Funds, Large Funds, Tactical Allocation Funds, Tactical Allocation, Issachar Fund (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Issachar Fund Issachar [LIONX] is traded in USA and was established 21st of July 2025. Issachar Fund is listed under Issachar Fund category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Issachar Fund family. This fund now has accumulated 18.15 M in assets with no minimum investment requirementsIssachar Fund Issachar is currently producing year-to-date (YTD) return of 2.69%, while the total return for the last 3 years was -1.34%.
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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 Issachar 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 Issachar 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 Issachar Fund Issachar 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 Issachar Fund Issachar Mutual Fund Constituents
| GDS | GDS Holdings | Stock | Industrials | |
| AMD | Advanced Micro Devices | Stock | Information Technology | |
| TSM | Taiwan Semiconductor Manufacturing | Stock | Information Technology | |
| QRVO | Qorvo Inc | Stock | Information Technology | |
| GMED | Globus Medical | Stock | Health Care | |
| CDNA | CareDx Inc | Stock | Health Care | |
| KEYS | Keysight Technologies | Stock | Information Technology | |
| GWMEX | Amg Gwk Municipal | Mutual Fund | High Yield Muni |
Issachar Fund Issachar Risk Profiles
| Mean Deviation | 0.7346 | |||
| Semi Deviation | 0.7748 | |||
| Standard Deviation | 0.9552 | |||
| Variance | 0.9123 |
Issachar Fund Against Markets
Other Information on Investing in Issachar Mutual Fund
Issachar Fund financial ratios help investors to determine whether Issachar 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 Issachar with respect to the benefits of owning Issachar Fund security.
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