Small Pany Fund Quote
| ASCQX Fund | USD 17.46 0.04 0.23% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Small Pany is trading at 17.46 as of the 11th of December 2024; that is 0.23 percent down since the beginning of the trading day. The fund's open price was 17.5. Small Pany has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2022 and ending today, the 11th of December 2024. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in stocks of smaller-capitalization U.S. companies. The portfolio managers consider small companies to be those that, at the time of investment, have a market capitalization not greater than that of the largest company in the Russell 2000 Index. More on Small Pany Fund
Moving together with Small Mutual Fund
| 0.94 | AMDVX | Mid Cap Value | PairCorr |
| 0.93 | AMGIX | Income Growth | PairCorr |
| 0.88 | TWCAX | Select Fund A | PairCorr |
| 0.84 | TWCIX | Select Fund Investor | PairCorr |
| 0.85 | TWCGX | Growth Fund Investor | PairCorr |
Moving against Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Funds, Small Blend Funds, Small Blend, American Century Investments, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Small Pany Fund [ASCQX] is traded in USA and was established 11th of December 2024. Small Pany is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Small Blend category and is part of American Century Investments family. This fund presently has accumulated 155.48 M in assets under management (AUM) with minimum initial investment of 5 M. Small Pany Fund is currently producing year-to-date (YTD) return of 13.36% with the current yeild of 0.0%, while the total return for the last 3 years was 3.66%.
Check Small Pany 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 Pany 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 Small Pany Fund Mutual Fund Constituents
| MED | MEDIFAST INC | Stock | Consumer Staples | |
| MSA | MSA Safety | Stock | Industrials | |
| AMN | AMN Healthcare Services | Stock | Health Care | |
| GTN | Gray Television | Stock | Communication Services | |
| AZPN | Aspen Technology | Stock | Information Technology | |
| FRPT | Freshpet | Stock | Consumer Staples | |
| AIT | Applied Industrial Technologies | Stock | Industrials | |
| EME | EMCOR Group | Stock | Industrials |
Small Pany Fund Risk Profiles
| Mean Deviation | 0.8555 | |||
| Semi Deviation | 0.6677 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.43 |
Small Pany Against Markets
Other Information on Investing in Small Mutual Fund
Small Pany 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 Pany security.
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |