Spectrum Fund Institutional Fund Quote
| SRUIX Fund | USD 14.38 0.05 0.35% |
PerformanceSolid
| Odds Of DistressLow
|
Spectrum Fund is trading at 14.38 as of the 4th of July 2025; that is 0.35 percent up since the beginning of the trading day. The fund's open price was 14.33. Spectrum Fund has less than a 16 % 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 5th of April 2025 and ending today, the 4th of July 2025. Click here to learn more.
The fund seeks to achieve its investment objective by taking long and short positions in the global securities markets. It primarily invests long in common and preferred stocks and in investment companies , which include domestic and foreign mutual funds, as well as in exchange traded funds , closed-end funds, and unit investment trusts. More on Spectrum Fund Institutional
Moving together with Spectrum Mutual Fund
Spectrum Mutual Fund Highlights
| Fund Concentration | Meeder Funds, Large Blend Funds, Long-Short Equity Funds, Long-Short Equity, Meeder Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Spectrum Fund Institutional [SRUIX] is traded in USA and was established 4th of July 2025. Spectrum Fund is listed under Meeder Funds category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Meeder Funds family. This fund at this time has accumulated 191.97 M in assets with minimum initial investment of 1000 K. Spectrum Fund Instit is currently producing year-to-date (YTD) return of 1.52% with the current yeild of 0.01%, while the total return for the last 3 years was 9.4%.
Check Spectrum Fund 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 Spectrum 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 Spectrum 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 Spectrum Fund Institutional 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 Spectrum Fund Institutional Mutual Fund Constituents
| PEP | PepsiCo | Stock | Consumer Staples | |
| BA | The Boeing | Stock | Industrials | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Spectrum Fund Top Holders
| PFTEX | Riskproreg Tactical 0 30 | Mutual Fund | Tactical Allocation |
Spectrum Fund Instit Risk Profiles
| Mean Deviation | 0.8133 | |||
| Semi Deviation | 1.23 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.79 |
Spectrum Fund Against Markets
Other Information on Investing in Spectrum Mutual Fund
Spectrum Fund financial ratios help investors to determine whether Spectrum 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 Spectrum with respect to the benefits of owning Spectrum Fund security.
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