Global Small Cap Fund Quote
| AGCWX Fund | USD 16.33 0.30 1.80% |
PerformanceVery Weak
| Odds Of DistressLow
|
Global Small is trading at 16.33 as of the 13th of March 2025; that is 1.8 percent down since the beginning of the trading day. The fund's open price was 16.63. Global Small has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 13th of December 2024 and ending today, the 13th of March 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets in securities issued by small cap companies. The portfolio managers consider small cap companies to include companies with market capitalizations not greater than that of the largest company on the MSCI ACWI Small Cap Index at the time of investment. More on Global Small Cap
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Global Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, American Century Investments (View all Sectors) |
| Update Date | 31st of March 9025 |
Global Small Cap [AGCWX] is traded in USA and was established 13th of March 2025. Global Small is listed under American Century Investments category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of American Century Investments family. This fund presently has accumulated 26.61 M in assets under management (AUM) with no minimum investment requirementsGlobal Small Cap is currently producing year-to-date (YTD) return of 2.35% with the current yeild of 0.01%, while the total return for the last 3 years was 1.16%.
Check Global 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 Global 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 Global 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 Global 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 Global Small Cap Mutual Fund Constituents
| BLD | Topbuild Corp | Stock | Consumer Discretionary | |
| CLH | Clean Harbors | Stock | Industrials | |
| MRC | MRC Global | Stock | Industrials | |
| KMPR | Kemper | Stock | Financials | |
| PLMR | Palomar Holdings | Stock | Financials | |
| ARES | Ares Management LP | Stock | Financials | |
| MRCY | Mercury Systems | Stock | Industrials | |
| SCHA | Schwab Small Cap ETF | Etf | Small Blend |
Global Small Cap Risk Profiles
| Mean Deviation | 0.903 | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.34 | |||
| Risk Adjusted Performance | (0.16) |
Global Small Against Markets
Other Information on Investing in Global Mutual Fund
Global Small financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Small security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
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