Fulcrum Diversified Absolute Fund Quote
| FARYX Fund | USD 10.17 0.04 0.39% |
PerformanceGood
| Odds Of DistressLow
|
Fulcrum Diversified is trading at 10.17 as of the 17th of September 2025; that is 0.39 percent up since the beginning of the trading day. The fund's open price was 10.13. Fulcrum Diversified 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 19th of June 2025 and ending today, the 17th of September 2025. Click here to learn more.
The fund aims to hold a diversified portfolio and achieve long-term absolute returns in all market conditions over rolling five-year periods, with lower volatility than equity markets and in excess of inflation. The fund implements its strategy by investing globally either directly, or through derivatives, in a broad range of instruments, including, but not limited to, equity, fixed income, currency, commodity, credit derivative and cash instruments.. More on Fulcrum Diversified Absolute
Moving together with Fulcrum Mutual Fund
Fulcrum Mutual Fund Highlights
| Fund Concentration | Fulcrum Funds, Large Blend Funds, Macro Trading Funds, Macro Trading, Fulcrum (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 31st of October 2022 |
| Fiscal Year End | June |
Fulcrum Diversified Absolute [FARYX] is traded in USA and was established 17th of September 2025. Fulcrum Diversified is listed under Fulcrum category by Fama And French industry classification. The fund is listed under Macro Trading category and is part of Fulcrum family. This fund currently has accumulated 262.79 M in assets under management (AUM) with minimum initial investment of 25 M. Fulcrum Diversified is currently producing year-to-date (YTD) return of 5.89% with the current yeild of 0.03%, while the total return for the last 3 years was 4.54%.
Check Fulcrum Diversified 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 Fulcrum 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 Fulcrum 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 Fulcrum Diversified Absolute 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.
Fulcrum Diversified Risk Profiles
| Mean Deviation | 0.2612 | |||
| Semi Deviation | 0.1253 | |||
| Standard Deviation | 0.3302 | |||
| Variance | 0.109 |
Fulcrum Diversified Against Markets
Other Information on Investing in Fulcrum Mutual Fund
Fulcrum Diversified financial ratios help investors to determine whether Fulcrum 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 Fulcrum with respect to the benefits of owning Fulcrum Diversified security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |