Small Cap Growth Fund Quote
| ANODX Fund | USD 24.91 0.06 0.24% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Small Cap is trading at 24.91 as of the 1st of December 2024; that is 0.24 percent up since the beginning of the trading day. The fund's open price was 24.85. Small Cap has less than a 17 % 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 Small Cap Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in small cap companies. The portfolio managers consider small cap companies to include those with a market capitalization that does not exceed that of the largest company in the Russell 2000 Growth Index. More on Small Cap Growth
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Moving against Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Funds, Small Growth Funds, Small Growth, American Century Investments, Large, Small Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
Small Cap Growth [ANODX] is traded in USA and was established 1st of December 2024. Small Cap is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Small Growth category and is part of American Century Investments family. This fund presently has accumulated 1.03 B in assets under management (AUM) with no minimum investment requirementsSmall Cap Growth is currently producing year-to-date (YTD) return of 22.53%, while the total return for the last 3 years was 1.18%.
Check Small Cap 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 Small 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 Small 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 Small Cap Growth 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 Small Cap Growth Mutual Fund Constituents
| MODN | Model N | Stock | Information Technology | |
| MMSI | Merit Medical Systems | Stock | Health Care | |
| TDOC | Teladoc | Stock | Health Care | |
| IIIV | i3 Verticals | Stock | Industrials | |
| SXT | Sensient Technologies | Stock | Materials | |
| COLD | Americold Realty Trust | Stock | Real Estate | |
| ETSY | Etsy Inc | Stock | Consumer Discretionary | |
| HCAT | Health Catalyst | Stock | Health Care |
Small Cap Growth Risk Profiles
| Mean Deviation | 0.8255 | |||
| Semi Deviation | 0.8663 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.26 |
Small Cap Against Markets
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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