Mutual Quest Fund Quote
| TEMQX Fund | USD 15.50 0.01 0.06% |
PerformanceGood
| Odds Of DistressLow
|
Mutual Quest is trading at 15.50 as of the 31st of August 2025; that is 0.06 percent up since the beginning of the trading day. The fund's open price was 15.49. Mutual Quest has less than a 18 % 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 2nd of June 2025 and ending today, the 31st of August 2025. Click here to learn more.
The fund invests substantially to primarily in equity securities of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria . It may invest substantially and potentially up to 100 percent of its assets in foreign securities and participations in foreign government debt.. More on Mutual Quest
Moving together with Mutual Mutual Fund
Mutual Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Value Funds, World Allocation, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Mutual Quest [TEMQX] is traded in USA and was established 31st of August 2025. Mutual Quest is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 2.63 B in assets with no minimum investment requirementsMutual Quest is currently producing year-to-date (YTD) return of 10.36% with the current yeild of 0.04%, while the total return for the last 3 years was 8.46%.
Check Mutual Quest 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 Mutual 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 Mutual 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 Mutual Quest 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 Mutual Quest Mutual Fund Constituents
| HIG | Hartford Financial Services | Stock | Financials | |
| UG | United Guardian | Stock | Consumer Staples | |
| NVS | Novartis AG ADR | Stock | Health Care | |
| AON | Aon PLC | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| VOYA | Voya Financial | Stock | Financials | |
| CHTR | Charter Communications | Stock | Communication Services | |
| LBTYK | Liberty Global PLC | Stock | Communication Services |
Mutual Quest Risk Profiles
| Mean Deviation | 0.4102 | |||
| Semi Deviation | 0.3789 | |||
| Standard Deviation | 0.5462 | |||
| Variance | 0.2984 |
Mutual Quest Against Markets
Other Information on Investing in Mutual Mutual Fund
Mutual Quest financial ratios help investors to determine whether Mutual 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 Mutual with respect to the benefits of owning Mutual Quest security.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |