Brandes Small Cap Fund Quote
| BSCRX Fund | USD 16.15 0.26 1.64% |
PerformanceVery Weak
| Odds Of DistressLow
|
Brandes Small is trading at 16.15 as of the 2nd of March 2025; that is 1.64% up since the beginning of the trading day. The fund's open price was 15.89. Brandes Small has about a 21 % 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 31st of January 2025 and ending today, the 2nd of March 2025. Click here to learn more.
The fund invests primarily in equity securities of U.S. companies with small market capitalizations . Equity securities include common and preferred stocks, warrants and rights. Under normal market conditions, the fund will invest at least 80 percent of its net assets measured at the time of purchase in securities of companies with small market capitalizations.. More on Brandes Small Cap
Moving together with Brandes Mutual Fund
Brandes Mutual Fund Highlights
| Fund Concentration | Brandes Funds, Large Funds, Small Value Funds, Small Value, Brandes, Large, Small Value (View all Sectors) |
Brandes Small Cap [BSCRX] is traded in USA and was established 2nd of March 2025. Brandes Small is listed under Brandes category by Fama And French industry classification. The fund is listed under Small Value category and is part of Brandes family. This fund currently has accumulated 417.5 K in assets under management (AUM) with no minimum investment requirementsBrandes Small Cap is currently producing year-to-date (YTD) return of 1.32% with the current yeild of 0.01%, while the total return for the last 3 years was 12.7%.
Check Brandes 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 Brandes 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 Brandes 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 Brandes 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 Brandes Small Cap Mutual Fund Constituents
| MOV | Movado Group | Stock | Consumer Discretionary | |
| FCN | FTI Consulting | Stock | Industrials | |
| SENEA | Seneca Foods Corp | Stock | Consumer Staples | |
| UTHR | United Therapeutics | Stock | Health Care | |
| TMHC | Taylor Morn Home | Stock | Consumer Discretionary | |
| PKE | Park Electrochemical | Stock | Industrials | |
| PBH | Prestige Brand Holdings | Stock | Health Care | |
| NTGR | NETGEAR | Stock | Information Technology |
Brandes Small Cap Risk Profiles
| Mean Deviation | 0.8032 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.03 | |||
| Risk Adjusted Performance | (0.03) |
Brandes Small Against Markets
Other Information on Investing in Brandes Mutual Fund
Brandes Small financial ratios help investors to determine whether Brandes 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 Brandes with respect to the benefits of owning Brandes Small security.
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