Adirondack Small Cap Fund Quote
| ADKSX Fund | USD 32.76 0.08 0.24% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Adirondack Small is trading at 32.76 as of the 28th of November 2024; that is 0.24 percent decrease since the beginning of the trading day. The fund's open price was 32.84. Adirondack Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Adirondack Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund seeks to achieve its objective by investing in a diversified portfolio of undervalued common stocks of small capitalization companies as determined by the Advisor. Under normal circumstances, at least 80 percent of the funds total assets will be invested in common stocks of small capitalization companies. More on Adirondack Small Cap
Moving together with Adirondack Mutual Fund
| 0.93 | VSIIX | Vanguard Small Cap | PairCorr |
| 0.97 | VISVX | Vanguard Small Cap | PairCorr |
| 0.98 | DFSVX | Us Small Cap | PairCorr |
| 0.98 | DFFVX | Us Targeted Value | PairCorr |
Moving against Adirondack Mutual Fund
Adirondack Mutual Fund Highlights
| Fund Concentration | Adirondack Funds, Large Funds, Small Value Funds, Small Value, Adirondack Funds, Large, Small Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Adirondack Small Cap [ADKSX] is traded in USA and was established 28th of November 2024. Adirondack Small is listed under Adirondack Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Adirondack Funds family. This fund presently has accumulated 34.14 M in assets under management (AUM) with minimum initial investment of 3 K. Adirondack Small Cap is currently producing year-to-date (YTD) return of 23.48%, while the total return for the last 3 years was 11.61%.
Check Adirondack Small 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 Adirondack 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 Adirondack 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 Adirondack Small Cap 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 Adirondack Small Cap Mutual Fund Constituents
| SSP | E W Scripps | Stock | Communication Services | |
| CNDT | Conduent | Stock | Industrials | |
| DFIN | Donnelley Financial Solutions | Stock | Financials | |
| OI | O I Glass | Stock | Materials | |
| SWN | Southwestern Energy | Stock | Energy | |
| ASC | Ardmore Shpng | Stock | Energy | |
| SANM | Sanmina | Stock | Information Technology | |
| NWLI | National Western Life | Stock | Financials |
Adirondack Small Cap Risk Profiles
| Mean Deviation | 0.7955 | |||
| Semi Deviation | 0.7199 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.41 |
Adirondack Small Against Markets
Other Information on Investing in Adirondack Mutual Fund
Adirondack Small financial ratios help investors to determine whether Adirondack 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 Adirondack with respect to the benefits of owning Adirondack Small security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |