Small Cap is trading at 17.99 as of the 20th of December 2024; that is 0.39% down since the beginning of the trading day. The fund's open price was 18.06. Small Cap 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 20th of November 2024 and ending today, the 20th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in small-cap companies that are believed to be undervalued by various measures and offer good prospects for capital appreciation. It invests primarily in a diversified mix of common stocks of U.S. More on Small Cap Value
Small Cap Value [JSCAX] is traded in USA and was established 20th of December 2024. Small Cap is listed under John Hancock category by Fama And French industry classification. The fund is listed under Small Value category and is part of John Hancock family. This fund currently has accumulated 545.68 M in assets under management (AUM) with no minimum investment requirementsSmall Cap Value is currently producing year-to-date (YTD) return of 10.81% with the current yeild of 0.0%, while the total return for the last 3 years was 5.45%.
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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 Value 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.
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.