Acuitas Microcap Fund Quote
| AFMCX Fund | USD 14.04 0.04 0.29% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Acuitas Us is trading at 14.04 as of the 2nd of January 2025; that is 0.29 percent up since the beginning of the trading day. The fund's open price was 14.0. Acuitas Us has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 13th of January 2023 and ending today, the 2nd of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in the equity securities of microcap companies that are headquartered in the U.S., or generate at least 50 percent of their revenue from activity in the U.S. It will pursue its investment objective using a multi-manager process, allocating assets among a carefully chosen group of asset managers . More on Acuitas Microcap Fund
Moving together with Acuitas Mutual Fund
Acuitas Mutual Fund Highlights
| Fund Concentration | Acuitas Investments Funds, Large Funds, Small Blend Funds, Small Blend, Acuitas Investments, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Acuitas Microcap Fund [AFMCX] is traded in USA and was established 2nd of January 2025. Acuitas Us is listed under Acuitas Investments category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Acuitas Investments family. This fund presently has accumulated 62.88 M in assets under management (AUM) with minimum initial investment of 100 K. Acuitas Microcap is currently producing year-to-date (YTD) return of 8.58%, while the total return for the last 3 years was 0.79%.
Check Acuitas Us 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 Acuitas 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 Acuitas 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 Acuitas Microcap Fund 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 Acuitas Microcap Fund Mutual Fund Constituents
| KRNT | Kornit Digital | Stock | Industrials | |
| TRNS | Transcat | Stock | Industrials | |
| NGS | Natural Gas Services | Stock | Energy | |
| TILE | Interface | Stock | Industrials | |
| NMIH | NMI Holdings | Stock | Financials | |
| SIGA | SIGA Technologies | Stock | Health Care | |
| IESC | IES Holdings | Stock | Industrials | |
| CMCO | Columbus McKinnon | Stock | Industrials |
Acuitas Microcap Risk Profiles
| Mean Deviation | 1.03 | |||
| Semi Deviation | 1.26 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.15 |
Acuitas Us Against Markets
Other Information on Investing in Acuitas Mutual Fund
Acuitas Us financial ratios help investors to determine whether Acuitas 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 Acuitas with respect to the benefits of owning Acuitas Us security.
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