Persimmon Longshort Fund Quote
| LSEIX Fund | USD 16.15 0.02 0.12% |
PerformanceSolid
| Odds Of DistressLow
|
Persimmon Long/short is trading at 16.15 as of the 23rd of July 2025; that is 0.12 percent up since the beginning of the trading day. The fund's open price was 16.13. Persimmon Long/short has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
In pursuing its investment objective, the Adviser uses three strategies selecting individual equity securities, hedging to mitigate the downside risk of equities during unfavorable markets, and seeking to minimize shareholders tax liability in connection with the funds distribution of realized capital gains. More on Persimmon Longshort Fund
PERSIMMON Mutual Fund Highlights
| Fund Concentration | Persimmon Funds, Large Blend Funds, Options Trading Funds, Options Trading, Persimmon Funds, Large Blend, Long-Short Equity (View all Sectors) |
| Update Date | 30th of June 2025 |
Persimmon Longshort Fund [LSEIX] is traded in USA and was established 23rd of July 2025. Persimmon Long/short is listed under Persimmon Funds category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Persimmon Funds family. This fund now has accumulated 31.64 M in assets with minimum initial investment of 100 K. Persimmon Long/short is currently producing year-to-date (YTD) return of 3.62%, while the total return for the last 3 years was 12.48%.
Check Persimmon Long/short 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 PERSIMMON 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 PERSIMMON 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 Persimmon Longshort 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.
Top Persimmon Longshort Fund Mutual Fund Constituents
| SPY | SPDR SP 500 | Etf | Large Blend | |
| SHEN | Shenandoah Telecommunications Co | Stock | Communication Services | |
| GT | Goodyear Tire Rubber | Stock | Consumer Discretionary | |
| CTAS | Cintas | Stock | Industrials | |
| TDG | Transdigm Group Incorporated | Stock | Industrials | |
| CHD | Church Dwight | Stock | Consumer Staples | |
| IYW | iShares Technology ETF | Etf | Technology | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary |
Persimmon Long/short Risk Profiles
| Mean Deviation | 0.4888 | |||
| Semi Deviation | 0.3649 | |||
| Standard Deviation | 0.6695 | |||
| Variance | 0.4482 |
Persimmon Long/short Against Markets
Other Information on Investing in PERSIMMON Mutual Fund
Persimmon Long/short financial ratios help investors to determine whether PERSIMMON 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 PERSIMMON with respect to the benefits of owning Persimmon Long/short security.
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