Small Capitalization Financials
| SSCPX Fund | USD 8.48 0.01 0.12% |
Small |
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.
Small Capitalization Fund Summary
Small Capitalization competes with Blue Current, Ab Global, Kinetics Global, T Rowe, and T Rowe. The fund will normally invest at least 80 percent of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index. The Russell 2000 Index is reconstituted annually at the midpoint of the calendar year. Under adverse market conditions, the fund may also make temporary investments in investment grade debt securities.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Saratoga Advantage Trust |
| Mutual Fund Family | Saratoga |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 807 3863 |
| Currency | USD - US Dollar |
Small Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Capitalization's current stock value. Our valuation model uses many indicators to compare Small Capitalization value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Capitalization competition to find correlations between indicators driving Small Capitalization's intrinsic value. More Info.Small Capitalization Portfolio is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Small Capitalization Portfolio is roughly 7.50 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Small Capitalization's earnings, one of the primary drivers of an investment's value.Small Capitalization Systematic Risk
Small Capitalization's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Small Capitalization volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Small Capitalization correlated with the market. If Beta is less than 0 Small Capitalization generally moves in the opposite direction as compared to the market. If Small Capitalization Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Small Capitalization is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Small Capitalization is generally in the same direction as the market. If Beta > 1 Small Capitalization moves generally in the same direction as, but more than the movement of the benchmark.
Small Capitalization November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Small Capitalization help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Small Capitalization Portfolio. We use our internally-developed statistical techniques to arrive at the intrinsic value of Small Capitalization Portfolio based on widely used predictive technical indicators. In general, we focus on analyzing Small Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Small Capitalization's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.12 | |||
| Information Ratio | 0.0115 | |||
| Maximum Drawdown | 7.19 | |||
| Value At Risk | (1.77) | |||
| Potential Upside | 2.18 |
Other Information on Investing in Small Mutual Fund
Small Capitalization 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 Capitalization security.
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