Aambahl Gaynor Income Fund Quote
| AFYCX Fund | USD 26.62 0.22 0.83% |
PerformanceGood
| Odds Of DistressLow
|
Aambahl Gaynor is trading at 26.62 as of the 27th of September 2025; that is 0.83 percent increase since the beginning of the trading day. The fund's open price was 26.4. Aambahl Gaynor has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 29th of June 2025 and ending today, the 27th of September 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its assets plus borrowings for investment purposes in equity securities, primarily common stock, of companies that have historically paid dividends and have strong dividend policies. More on Aambahl Gaynor Income
Moving together with Aambahl Mutual Fund
Aambahl Mutual Fund Highlights
| Fund Concentration | AAM Funds, Large Value Funds, Large Value, AAM (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Aambahl Gaynor Income [AFYCX] is traded in USA and was established 27th of September 2025. Aambahl Gaynor is listed under AAM category by Fama And French industry classification. The fund is listed under Large Value category and is part of AAM family. This fund presently has accumulated 1.97 B in assets under management (AUM) with no minimum investment requirementsAambahl Gaynor Income is currently producing year-to-date (YTD) return of 6.19% with the current yeild of 0.01%, while the total return for the last 3 years was 9.96%.
Check Aambahl Gaynor 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 Aambahl 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 Aambahl 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 Aambahl Gaynor Income 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 Aambahl Gaynor Income Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| TFC | Truist Financial Corp | Stock | Financials | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| PNC | PNC Financial Services | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| NEE | Nextera Energy | Stock | Utilities |
Aambahl Gaynor Income Risk Profiles
| Mean Deviation | 0.3763 | |||
| Semi Deviation | 0.2467 | |||
| Standard Deviation | 0.4756 | |||
| Variance | 0.2262 |
Aambahl Gaynor Against Markets
Other Information on Investing in Aambahl Mutual Fund
Aambahl Gaynor financial ratios help investors to determine whether Aambahl 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 Aambahl with respect to the benefits of owning Aambahl Gaynor security.
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