Small Cap Mutual Fund Money Managers
LRSYX Fund | USD 20.93 0.28 1.32% |
Break down of Small Cap's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Small Cap's future under-performance.
Small |
Symbol | LRSYX |
Name | Small Cap Value Series |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Small Cap Value Series Leadership is currently not available.
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Small Cap Net Asset Comparison
Small Cap Value Series is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 67.21 Billion. Small Cap claims roughly 1.15 Billion in net asset contributing just under 2% to funds listed under Small Value category.
Small Cap Value Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Small Cap Value Price Series Summation is a cross summation of Small Cap price series and its benchmark/peer.
About Small Cap Management Performance
The success or failure of an entity such as Small Cap Value often depends on how effective the management is. Small Cap management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Small management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Small management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small companies. It may invest up to 10 percent of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts . The adviser defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Small Mutual Fund
Small Cap financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Cap security.
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