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SQBFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

X-Square Balanced Fund, LLC A (SQBFX) Ownership - Who owns X-Square Balanced Fund, LLC A?

Category: @Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

SQBFX

Net Assets

60M

Fund Existence

about 5 years

Turnover

30.18

Total Expense Ratio

N/A

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

N/A

Assets in Top Ten Holdings

18.6M

Average Credit Quality

N/A

Average Effective Duration

3.93

Average Effective Maturity

5.18

Fund of Funds

Fund Share Class Net Assets

51.1M

Fund Type

OpenEnd

Index Fund

Management Fee

N/A

Modified Duration

4.08

No Load Fund

Number of Long Holdings

77.00

Number of Net Holdings

N/A

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

N/A

Gain YTD

14.417

Annual Yield % from dividends

1.37

Returns for 1 year

21.41

Returns for 3 years

16.02

Returns for 5 years

46.77

Returns for 10 years

N/A

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details