Us Defensive Equity Fund Quote
| REQTX Fund | USD 46.38 0.04 0.09% |
PerformanceStrong
| Odds Of DistressLow
|
Us Defensive is trading at 46.38 as of the 20th of July 2025; that is 0.09 percent down since the beginning of the trading day. The fund's open price was 46.42. Us Defensive has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a strong 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 has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in equity securities. The fund invests principally in common stocks of large and medium capitalization U.S. More on Us Defensive Equity
Moving together with REQTX Mutual Fund
REQTX Mutual Fund Highlights
| Fund Concentration | Russell Funds, Large Blend Funds, Large Blend, Russell (View all Sectors) |
| Update Date | 30th of June 2025 |
Us Defensive Equity [REQTX] is traded in USA and was established 20th of July 2025. Us Defensive is listed under Russell category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Russell family. This fund at this time has accumulated 525.43 M in assets with no minimum investment requirementsUs Defensive Equity is currently producing year-to-date (YTD) return of 4.56% with the current yeild of 0.01%, while the total return for the last 3 years was 13.82%.
Check Us Defensive 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 REQTX 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 REQTX 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 Us Defensive Equity 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 Us Defensive Equity Mutual Fund Constituents
| USB | US Bancorp | Stock | Financials | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| CVS | CVS Health Corp | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| KR | Kroger Company | Stock | Consumer Staples | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| CVX | Chevron Corp | Stock | Energy | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services |
Us Defensive Equity Risk Profiles
| Mean Deviation | 0.6346 | |||
| Semi Deviation | 0.5843 | |||
| Standard Deviation | 0.8957 | |||
| Variance | 0.8023 |
Us Defensive Against Markets
Other Information on Investing in REQTX Mutual Fund
Us Defensive financial ratios help investors to determine whether REQTX 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 REQTX with respect to the benefits of owning Us Defensive security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |