MENU
+Compare
SQBIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$13.94
Change
+$0.11 (+0.80%)
Net Assets
60.37M

SQBIX price forecast, quote, news & analysis

A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Advanced Micro Devices (NASDAQ:AMD), Suncor Energy (NYSE:SU), Diamondback Energy (NASDAQ:FANG), Pultegroup (NYSE:PHM).

Industry description

The investment seeks conservation of capital, current income and long-term growth of capital and income. The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. Normally, it will target a 60% allocation towards U.S. equity securities and a 40% allocation towards fixed income securities, including, but not limited to, investment-grade corporate debt, U.S. agency securities, and U.S. mortgage-related and other asset-backed securities and related derivatives. The fund may also invest in securities of foreign issuers.

Market Cap

The average market capitalization across the X-Square Balanced Fund, LLC Instl MF is 75.68B. The market cap for tickers in the group ranges from 25.45B to 193.45B. AMD holds the highest valuation in this group at 193.45B. The lowest valued company is PHM at 25.45B.

Volume

The average weekly volume growth across all stocks in the X-Square Balanced Fund, LLC Instl MF was -9%. For the same stocks of the MF, the average monthly volume growth was 102% and the average quarterly volume growth was -1%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 49
P/E Growth Rating: 63
Price Growth Rating: 62
SMR Rating: 58
Profit Risk Rating: 40
Seasonality Score: 27 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
X-Square Balanced Fund, LLCu208 PONCE DE LEON AVE. STE. 1111
Phone
787-282-1621
Web
N/A