Great-West Mutual Fund Quote

SFBPX
 Fund
  

USD 11.51  0.05  0.44%   

Market Performance
5 of 100
Odds Of Distress
Less than 1
Great-West Securefoundation is trading at 11.51 as of the 9th of August 2022; that is 0.44 percent up since the beginning of the trading day. The fund's open price was 11.46. Great-West Securefoundation has a very small chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for Great-West Securefoundation Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of July 2022 and ending today, the 9th of August 2022. Click here to learn more.
The fund normally invests 50-70 percent of its net assets in underlying ETFs that invest primarily in equity securities and 30-50 percent of its net assets in underlying ETFs that invest primarily in fixed income securities. Great-West Securefoundation is traded on NASDAQ Exchange in the United States.. More on Great-West Securefoundation Balanced

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Great-West Securefoundation Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Great-West Securefoundation's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Great-West Securefoundation or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Great-West Securefoundation is unlikely to experience financial distress in the next 2 years
The fund maintains about 39.4% of its assets in bonds
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Great-West Securefoundation's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Beta In Three Year1.07
Startdate1st of May 2014
Great-West Securefoundation Balanced [SFBPX] is traded in USA and was established 9th of August 2022. The fund is listed under Allocation--50% to 70% Equity category and is part of Great-West Funds family. Great-West Securefoundation at this time has accumulated 26.51 M in assets with no minimum investment requirements, while the total return for the last 3 years was 4.92%.
Check Great-West Securefoundation 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 Great-West 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 Great-West 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 Great-West Securefoundation Balanced 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 Great-West Securefoundation Balanced Constituents

Great-West Securefoundation Target Price Odds Analysis

What are Great-West Securefoundation's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Great-West Securefoundation jumping above the current price in 90 days from now is about 11.23%. The Great-West Securefoundation Balanced probability density function shows the probability of Great-West Securefoundation mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Great-West Securefoundation has a beta of 0.0388. This usually implies as returns on the market go up, Great-West Securefoundation average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Great-West Securefoundation Balanced will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Great-West Securefoundation is significantly underperforming DOW.
  Odds Below 11.51HorizonTargetOdds Above 11.51
88.55%90 days
 11.51 
11.23%
Based on a normal probability distribution, the odds of Great-West Securefoundation to move above the current price in 90 days from now is about 11.23 (This Great-West Securefoundation Balanced probability density function shows the probability of Great-West Mutual Fund to fall within a particular range of prices over 90 days) .

Great-West Securefoundation Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Great-West Securefoundation market risk premium is the additional return an investor will receive from holding Great-West Securefoundation long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Great-West Securefoundation. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Great-West Securefoundation's alpha and beta are two of the key measurements used to evaluate Great-West Securefoundation's performance over the market, the standard measures of volatility play an important role as well.

Great-West Securefoundation Against Markets

Picking the right benchmark for Great-West Securefoundation mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Great-West Securefoundation mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Great-West Securefoundation is critical whether you are bullish or bearish towards Great-West Securefoundation Balanced at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Great-West Securefoundation without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Great-West Securefoundation Balanced?

You need to understand the risk of investing before taking a position in Great-West Securefoundation. The danger of trading Great-West Securefoundation Balanced is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Great-West Securefoundation is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Great-West Securefoundation. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Great-West Securefoundation is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, take a look at World Market Map. Note that the Great-West Securefoundation information on this page should be used as a complementary analysis to other Great-West Securefoundation's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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When running Great-West Securefoundation price analysis, check to measure Great-West Securefoundation's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Great-West Securefoundation is operating at the current time. Most of Great-West Securefoundation's value examination focuses on studying past and present price action to predict the probability of Great-West Securefoundation's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Great-West Securefoundation's price. Additionally, you may evaluate how the addition of Great-West Securefoundation to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Great-West Securefoundation's value and its price as these two are different measures arrived at by different means. Investors typically determine Great-West Securefoundation value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Great-West Securefoundation's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.