Spectrum Low Volatility Fund Quote
| SVARX Fund | USD 24.08 0.03 0.12% |
PerformanceSolid
| Odds Of DistressLow
|
Spectrum Low is trading at 24.08 as of the 19th of July 2025; that is 0.12 percent up since the beginning of the trading day. The fund's open price was 24.05. Spectrum Low 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 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The funds adviser delegates execution of the funds investment strategy to a sub-adviser. It invests in a diversified portfolio of primarily income-producing fixed income securities. The sub-adviser does not select individual bonds or other fixed income securities but instead, invests the funds assets in open-end investment companies and exchange-traded funds that each invests primarily in fixed rate or floating rate fixed income securities.. More on Spectrum Low Volatility
Moving together with Spectrum Mutual Fund
Spectrum Mutual Fund Highlights
| Fund Concentration | Advisors Preferred Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Advisors Preferred (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Spectrum Low Volatility [SVARX] is traded in USA and was established 19th of July 2025. Spectrum Low is listed under Advisors Preferred category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Advisors Preferred family. This fund at this time has accumulated 273.54 M in assets with minimum initial investment of 1 K. Spectrum Low Volatility is currently producing year-to-date (YTD) return of 2.33% with the current yeild of 0.07%, while the total return for the last 3 years was 4.7%.
Check Spectrum Low 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 Low Volatility 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 Low Volatility Mutual Fund Constituents
| BKLN | Invesco Senior Loan | Etf | Bank Loan | |
| MUB | iShares National Muni | Etf | Muni National Interm | |
| PIMIX | Pimco Income Fund | Mutual Fund | Multisector Bond | |
| BHYIX | Blackrock High Yield | Mutual Fund | High Yield Bond | |
| SAMBX | Ridgeworth Seix Floating | Mutual Fund | Bank Loan | |
| PHSIX | Pimco High Yield | Mutual Fund | High Yield Bond | |
| PFINX | Pimco Capital Sec | Mutual Fund | Preferred Stock | |
| ORNYX | Oppenheimer Roc High | Mutual Fund | High Yield Muni |
Spectrum Low Volatility Risk Profiles
| Mean Deviation | 0.1172 | |||
| Standard Deviation | 0.1499 | |||
| Variance | 0.0225 | |||
| Downside Variance | 0.0302 |
Spectrum Low Against Markets
Other Information on Investing in Spectrum Mutual Fund
Spectrum Low 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 Low security.
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