Monongahela All Cap Fund Quote
| MCMVX Fund | USD 20.64 0.04 0.19% |
PerformanceSolid
| Odds Of DistressLow
|
Monongahela All is trading at 20.64 as of the 20th of July 2025; that is 0.19 percent decrease since the beginning of the trading day. The fund's open price was 20.68. Monongahela All has less than a 15 % 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 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in a portfolio of domestic equity securities, which primarily consist of common and preferred stocks and securities convertible into common stocks, of companies of any market capitalization. More on Monongahela All Cap
Moving together with Monongahela Mutual Fund
Monongahela Mutual Fund Highlights
| Fund Concentration | Moncapfund Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Moncapfund (View all Sectors) |
| Update Date | 30th of June 2025 |
Monongahela All Cap [MCMVX] is traded in USA and was established 20th of July 2025. Monongahela All is listed under Moncapfund category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Moncapfund family. This fund now has accumulated 11.48 M in assets with minimum initial investment of 5 K. Monongahela All Cap is currently producing year-to-date (YTD) return of 4.06% with the current yeild of 0.01%, while the total return for the last 3 years was 12.13%.
Check Monongahela All 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 Monongahela 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 Monongahela 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 Monongahela All Cap 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 Monongahela All Cap Mutual Fund Constituents
| LRCX | Lam Research Corp | Stock | Information Technology | |
| MET | MetLife | Stock | Financials | |
| HUBB | Hubbell | Stock | Industrials | |
| TPR | Tapestry | Stock | Consumer Discretionary | |
| IBM | International Business Machines | Stock | Information Technology | |
| TGT | Target | Stock | Consumer Staples | |
| GILD | Gilead Sciences | Stock | Health Care | |
| LLY | Eli Lilly and | Stock | Health Care |
Monongahela All Cap Risk Profiles
| Mean Deviation | 0.7899 | |||
| Semi Deviation | 0.6649 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.14 |
Monongahela All Against Markets
Other Information on Investing in Monongahela Mutual Fund
Monongahela All financial ratios help investors to determine whether Monongahela 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 Monongahela with respect to the benefits of owning Monongahela All security.
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