Americafirst Monthly Risk On Fund Quote
| ABRUX Fund | USD 14.84 0.00 0.00% |
PerformanceFair
| Odds Of DistressLow
|
Americafirst Monthly is trading at 14.84 as of the 18th of September 2025; that is No Change since the beginning of the trading day. The fund's open price was 14.84. Americafirst Monthly has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of June 2025 and ending today, the 18th of September 2025. Click here to learn more.
The fund seeks to achieve its investment objective primarily through long positions in global equity markets and U.S. interest rate markets. It will invest in equity securities regardless of market capitalization and regardless of industry sector. With regard to fixed income securities, the fund invests primarily in U.S. More on Americafirst Monthly Risk On
Moving together with Americafirst Mutual Fund
Americafirst Mutual Fund Highlights
| Thematic Idea | Aggressive Funds (View all Themes) |
| Fund Concentration | AmericaFirst Funds, Large Blend Funds, Tactical Allocation Funds, Aggressive Funds, Tactical Allocation, AmericaFirst Funds, Large, Tactical Allocation (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | December |
Americafirst Monthly Risk On [ABRUX] is traded in USA and was established 18th of September 2025. Americafirst Monthly is listed under AmericaFirst Funds category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of AmericaFirst Funds family. The entity is thematically classified as Aggressive Funds. This fund presently has accumulated 5.35 M in assets under management (AUM) with no minimum investment requirementsAmericafirst Monthly is currently producing year-to-date (YTD) return of 4.44%, while the total return for the last 3 years was 10.52%.
Check Americafirst Monthly 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 Americafirst 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 Americafirst 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 Americafirst Monthly Risk On 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 Americafirst Monthly Risk On Mutual Fund Constituents
| AMAT | Applied Materials | Stock | Information Technology | |
| LRCX | Lam Research Corp | Stock | Information Technology | |
| GL | Globe Life | Stock | Financials | |
| XLF | Financial Select Sector | Etf | Financial | |
| MTG | MGIC Investment Corp | Stock | Financials | |
| TDG | Transdigm Group Incorporated | Stock | Industrials | |
| TPR | Tapestry | Stock | Consumer Discretionary | |
| BBY | Best Buy Co | Stock | Consumer Discretionary |
Americafirst Monthly Risk Profiles
| Mean Deviation | 0.2533 | |||
| Semi Deviation | 0.2684 | |||
| Standard Deviation | 0.4251 | |||
| Variance | 0.1807 |
Americafirst Monthly Against Markets
Other Information on Investing in Americafirst Mutual Fund
Americafirst Monthly financial ratios help investors to determine whether Americafirst 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 Americafirst with respect to the benefits of owning Americafirst Monthly security.
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